Episode
Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
- Published
- Jan 23, 2026
- Duration seconds
- 4003
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-342-rory-johnston-on-trump-s-bullish-impact-on-oil-markets-and-the-bearish-risks-ahead/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-342-rory-johnston-on-trump-s-bullish-impact-on-oil-markets-and-the-bearish-risks-ahead.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
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