Rory Johnston

Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

  • Oil Market Fundamentals & Geopolitical Risks
  • Oil Supply & Demand, With a Focus on US Shale
  • Geopolitical Risks Impacting Oil Prices
  • Russia’s Oil Production & Refining Capacity 
  • US Strategic Petroleum Reserve Refilling Rate
  • Using The SPR For Political Gain


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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.