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Ep. 376: Rory Johnston on $100 Oil, the Refined Product Crisis, and China's Swing Power
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:
$100 Brent and Historic Backwardation
The Global Refined Product Crisis
Hormuz "Shuttle Trade" and War Insurance Costs
The Red Sea Chokepoint and Houthi…
The skinny
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