Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:
- Will the supply/demand levels return to pre-pandemic levels?
- What to expect from Guyanese offshore oil
- Shale growth – how high can it go?
- China re-opening and its impact on energy market
- EU’s embargo on Russian oil
- Purpose of SPR
Download the podcast transcript: [Click Here]
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Rory Johnston is the founder of Commodity Context, a market research firm specializing in the oil & gas market and publishing on Substack. He also works as Managing Director and Market Economist at Price Street, a Toronto-based family office, and as an instructor at the University of Toronto’s Munk School of Global Affairs and Public Policy. Rory has spent the last decade researching energy systems and until recently led commodity economics research at Scotiabank; his views are regularly sought by media, industry, and government.