Rory Johnston on the Sanguine Strait Stoppage

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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