Latest / Macro Hive Conversations With Bilal Hafeez
Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
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…
The skinny
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