Latest / Macro Hive Conversations With Bilal Hafeez
Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security
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:
The Billion-Barrel Supply Gap
Physical Insurance and Pipelines
The "Toll Booth" Strait
Sanctions as a Safety Valve
Wealth vs. Shortages
China's Strategic…
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