# Rory Johnston
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Top podcast episodes featuring rory johnston.
The Oil Market Is Tighter Than It Looks | David Wech
Rory Johnston returns to Oil Ground Up with David Wech, Chief Economist at Vortexa, for a deep dive into one of the most complicated oil markets in recent memory. With crude and refined products moving through increasingly opaque trade routes, Rory and David examine what tanker data is actually tel…
8/31/26: U.S. Resumes Iran Strikes, Top Generals Rebel, Trump To Steal Venezuela Oil, NBC Crew Attacked By Settlers
Krystal and Saagar discuss the U.S. strikes Iran after 30 day lull, top generals rebel against further Iran war, Trump plots to steal Venezuelan oil, NBC News crew beaten by Israeli settlers.
Rory Johnston: https://www.commoditycontext.com/
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8/31/26: Don Jr Defends Prediction Markets, Milo Deported, AI Hacking Spree
Krystal and Saagar discuss Don Jr defends prediction markets as lawsuits pile up, Milo deported amid feud with Laura Loomer, tech freakout over AI hacking spree.
Rory Johnston: https://www.commoditycontext.com/
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Can Canada Break Its Dependence on the U.S.?
As Canada looks for ways to reduce its economic dependence on the United States, what options are on the table? The Rundown examines efforts to remove interprovincial trade barriers and improve labour mobility across the country, with Ryan Manucha of the C.D. Howe Institute and Sarah Watts-Rynard o…
Keystone XL Is Back—But North America’s Oil Map Has Changed
North America is suddenly facing a wave of new oil pipeline proposals—but which projects actually make commercial sense, and which are being driven by energy security and geopolitics?
On this episode of Oil Ground Up, Rory Johnston is joined by Rob Wilson, President of East Daley Analytics, for a d…
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 C…
Rory Johnston Returns (FvF Ep. 207)
In Episode 207 of the Facts vs Feelings podcast, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, welcome back Rory Johnston, founder and CEO of Commodity Context, to make sense of an oil market that remains historically tight more than 200 days into …
The Oil Supply Crisis is Worse Than You Think | Rory Johnston
Interview recorded - 28th of September, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Rory Johnston. 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 an…
The Shocking Reason Gas Prices Can’t Come Down Anytime Soon | Rory Johnston
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Rory Johnston, Founder of Commodity Context, discusses why oil and diesel remain expensive despite recovering flows through the Strait of Hormuz, how global refining disruptions and potenti…
Hormuz, Diesel & the Return of the Geopolitical Risk Premium
What happens when geopolitical risk stops being theoretical and begins physically reshaping global oil flows?On this episode of Oil Ground Up, Rory Johnston is joined by Michelle Brouhard, Head of Policy and Geopolitical Risk at Kpler, for a wide-ranging discussion on the collision between geopolit…
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