Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
Failed to add items
Sorry, we are unable to add the item because your shopping basket is already at capacity.
Add to cart failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
-
Narrated by:
-
Written by:
About this listen
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast, we discuss:
- Trump's Bullish Paradox
- Importance of China's SPR
- Why OPEC+ Hiked Production
- The "Oil on Water" Overhang
- Venezuela and Iran
- 2026 Outlook
- US Shale's H2 Roll-over
- Long term demand outlook
No reviews yet