Rory Johnston

X@Rory_JohnstonSubstackcommoditycontext.com ↗

Founder of Commodity Context and a widely-cited oil-market economist. Publishes data-rich analysis of crude supply, demand and pricing, demystifying the energy complex for investors.

EnergyGeopoliticsEmerging Markets

42appearances

291calls

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Rory Johnston: What Everyone Is Getting Wrong About The Oil Price Amidst Iran War

Rory Johnston: Hormuz, China’s Play, Russia’s Pain, &amp; UAE Leaving OPEC

MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?

Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right

From Conflict to Contango: The Surprising State of Global Oil Markets

The Oil Shock That Wasn't (Rory Johnston)

MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft &amp; Fartcraft

How Iran Weaponized the World’s Most Important Oil Chokepoint

No Stopping Oil Price Shock | Rory Johnston and Jimmy Connor

3638 - Death of the Voting Rights Act; The Coming Oil Shock w/ Rory Johnston, Ari Berman

Rory Johnston on the Sanguine Strait Stoppage

Oil Shock: UAE Exits OPEC as Hormuz Crisis Rewrites Energy Markets

This War Changes Everything: Are We Ready for Energy Shockwaves From the Strait of Hormuz? with Rory Johnston

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

Amena Bakr on the Market Blindness to the 13 Million Barrel Shock

The Supply Hole

Rory Johnston: This is When Oil Prices Will Shoot Higher | Demand Destruction

Paper vs Physical: Inside Oil’s $30 Backwardation Shock with Veteran Trader Aid Imsirovic

Rory Johnston: 13 Million Barrels Per Day Missing, Why Aren’t Markets Reacting?

MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment

Talking Oil and Iran with Rory Johnston (FvF Ep. 183)

Rory Johnston on the Iran War, Strait of Hormuz &amp; Oil Crisis [FULL INTERVIEW]

We're Short One Billion Barrels of Oil - With Rory Johnston

Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security

MacroEdge Radio #74: Energy Shock Part 2 &amp; Macro with Rory Johnston

Rory Johnston #1348

The Last Ship Out of Hormuz: Why the REAL Supply Shock Is About to Hit | Rory Johnston

The Biggest Economic Crisis in History May Have Already Started (Oil Shock Explained) w/ Rory Johnston

Why There is No Off-Ramp for Trump’s Gulf War

“This Is The End of The Oil Market As We Know It” | Rory Johnston on How $300 Oil Could Trigger Depression If De-Escalation Does Not Occur In Iran War

Oil Researcher Rory Johnston Explains the Market

Could surging oil prices cause a global depression?

What's Next For Oil and the Financial Markets | Rory Johnston and Jimmy Connor

Trump, Iran, and the Most Volatile Day in the History of Oil Prices

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

Rory Johnston is Acutely Alarmed: Why Oil's 20% Supply Loss is a Function of Time that No One Can Fix

The Outlook for Canadian Oil Production with Josef Schachter

Understanding the Complexities of the Russian Oil and Gas Industry

Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead

MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High

Does the Alberta-Ottawa MOU bring us any closer to a pipeline?

Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices

Rory Johnston: Hormuz, China’s Play, Russia’s Pain, & UAE Leaving OPEC

MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft

Rory Johnston on the Iran War, Strait of Hormuz & Oil Crisis [FULL INTERVIEW]

MacroEdge Radio #74: Energy Shock Part 2 & Macro with Rory Johnston