{"podcast":{"title":"Macro Hive Conversations With Bilal Hafeez","slug":"macro-hive-conversations-with-bilal-hafeez-524900","podcast_index_feed_id":524900,"rss_url":"https://macrohive.libsyn.com/rss","website_url":"https://macrohive.com/","image_url":"https://static.libsyn.com/p/assets/6/2/d/b/62dbe304c4060ae5/WD_MH_Podcast_Artwork_Final.jpg","author":"Bilal Hafeez","episode_count":326,"summary":"We talk economics and markets with leading policymakers and investors.","last_synced_at":"2026-07-10T18:19:02.441580+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900"},"episode":{"title":"Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security","slug":"ep-353-rory-johnston-on-the-hormuz-ceasefire-oil-supply-losses-and-navigating-energy-security","published_at":"2026-04-10T08:07:00+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-353-rory-johnston-on-the-hormuz-ceasefire-oil-supply-losses-and-navigating-energy-security","show_page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900","url":"https://macrohive.libsyn.com/ep-353-rory-johnston-on-the-hormuz-ceasefire-oil-supply-losses-and-navigating-energy-security","audio_url":"https://traffic.libsyn.com/secure/macrohive/MH_w_JOHNSTON2.mp3?dest-id=1929056","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: The Billion-Barrel Supply Gap Physical Insurance and Pipelines The \"Toll Booth\" Strait Sanctions as a Safety Valve Wealth vs. Shortages China's Strategic Resilience The \"Unilateral Taco\" Scenario Long-Term Energy Optionality","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2972,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-353-rory-johnston-on-the-hormuz-ceasefire-oil-supply-losses-and-navigating-energy-security/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-353-rory-johnston-on-the-hormuz-ceasefire-oil-supply-losses-and-navigating-energy-security.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}