
Rory Johnston on the Sanguine Strait Stoppage
From ARC ENERGY IDEAS by ARC ENERGY RESEARCH INSTITUTE
May 5, 2026 · 47 min · Season 1 · Episode 325
About this episode
Rory Johnston discusses the UAE's announcement and its implications for oil markets amidst other economic updates.
This week, our guest is Rory Johnston, a Toronto-based oil market researcher, the founder of Commodity Context, and, among other things, the host of the Oil Ground Up podcast. Peter and Jackie open the show with highlights from the federal government’s economic update, Polymarket bets on the Middle East conflict, and the shift in AI companies toward pay-per-use models over unlimited access. They then turn to oil markets, asking Rory: What’s your take on the UAE’s announcement abo...
People in this episode
Hosts: Peter, Jackie
Guest: Rory Johnston
Topics covered
- oil markets
- economic update
- Middle East conflict
- AI companies
- pay-per-use models
Keywords
- oil market
- UAE
- economic update
- AI
- Middle East conflict
Mentioned in this episode
Organizations: Commodity Context, Oil Ground Up, ARC ENERGY RESEARCH INSTITUTE
Places: UAE, Toronto
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