1 rich Libsyn https://www.libsyn.com 90 600 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: &amp;nbsp; Trump’s Bullish Paradox &amp;nbsp; Importance of China's SPR Why OPEC+ Hiked Production The &quot;Oil on Water&quot; Overhang &amp;nbsp; Venezuela and Iran 2026 Outlook &amp;nbsp; US Shale’s H2 Roll-over Long term demand outlook&amp;nbsp; Macro Hive Conversations With Bilal Hafeez https://macrohive.com/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/39848835/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/197802330