Rory Johnston is a researcher and widely quoted expert in global commodities markets, specializing in the North American energy industry. He is currently working on a variety of research and investment projects including Commodity Context, an independent commodity market research platform, as well as both public market portfolio and private equity strategy at Price Street, a family office. Rory previously led commodity economics research at a major, resource-focused Canadian bank where he advised executives and clients, sat on the bank’s credit committee for commodity-related sectors, and oversaw the bank’s official commodity price forecasts.
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Episode 344
Rory Johnston
What’s Driving the Fall in Oil Prices? | Rory Johnston
Rory Johnston is a researcher and widely quoted expert in global commodities markets, specializing in the North American energy industry. He is currently working on a variety of research and investment projects including Commodity Context, an independent commodity market research platform, as well as both public market portfolio and private equity strategy at Price Street, a family office. Rory previously led commodity economics research at a major, resource-focused Canadian bank where he advised executives and clients, sat on the bank’s credit committee for commodity-related sectors, and oversaw the bank’s official commodity price forecasts.
In Episode 344 of Hidden Forces, Demetri Kofinas speaks with oil analyst and researcher Rory Johnston about what’s driving the fall in oil prices and how likely it is to continue. Rory shares his thoughts on investor positioning, growth in US oil production, recent M&A activity in the oil sector, OPEC production cuts, geopolitical risk in Guyana, as well as in the Strait of Hormuz, and much more.
Today’s episode was originally recorded as a live Q&A for members of the Hidden Forces Genius Community. If you’re interested in learning more about the Genius community, our private dinners, in-person events, and how to become a member, you can do that at HiddenForces.io/Subscribe, where you can also subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports.
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Rory Johnston is a researcher and widely quoted expert in global commodities markets, specializing in the North American energy industry. He is currently working on a variety of research and investment projects including Commodity Context, an independent commodity market research platform, as well as both public market portfolio and private equity strategy at Price Street, a family office. Rory previously led commodity economics research at a major, resource-focused Canadian bank where he advised executives and clients, sat on the bank’s credit committee for commodity-related sectors, and oversaw the bank’s official commodity price forecasts.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
