Episode
RenMac Off-Script: Escort No Shows & Stripper Wells*
- Podcast
- RenMac
- Published
- Mar 12, 2026
- Duration seconds
- 3897
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-escort-no-shows-stripper-wells/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/renmac-344092/renmac-off-script-escort-no-shows-stripper-wells.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Commodity Context founder Rory Johnston joins the RenMac Off-Script team to discuss escalating attacks in the Strait of Hormuz and why a prolonged disruption could remove up to 20% of global oil supply and push oil to $200. The team breaks down why markets may be underpricing the duration of the conflict, how refinery shortages in Asia could ripple through global energy markets, and why Russia may ultimately benefit from the crisis. They also discuss the limits of SPR releases and U.S. shale responses, cracks forming beneath the surface in equities, why gold and defensive sectors aren’t behaving like a typical risk-off environment, and how geopolitics could collide with Fed policy, inflation data, and consumer spending in the weeks ahead.