About this episode

Rory Johnston discusses the implications of the Strait of Hormuz closure on global oil supply and market dynamics.

Oil analyst Rory Johnston joins Jacob and Marko to break down why energy experts are alarmed by the Strait of Hormuz closure while markets remain at an all time high. Like wtf. Rory explains the 13 million barrel-per-day supply hole, the math on strategic reserves, and what timeline triggers a real price spike. The hosts probe whether Trump's leverage is shrinking faster than Iran's. -- Timestamps: (00:00) - Welcome (00:35) - Meet Rory Johnston (01:30) - Canada and 51st State Banter (04:12) - The Light on Fire Game (07:52) - Where to Follow Rory (09:09) - Why Hormuz Matters (10:31) - Reroutes and Pipeline Capacity (13:26) - Stocks SPR and Market Calm (19:18) - When Do Shortages Hit (27:59) - Red Sea and Houthi Risks (31:34) - Iran Leverage and Taco Paradox (35:25) - Hot Takes Round One America (40:49) - China Buyer Strike Debate (45:35) - Can We Just Build Pipelines (47:05) - Time Horizon Leverage (49:04) - Workarounds And Pipelines (50:53) - Regime Change Off Table (52:50) - Cash In Before Escalation (59:46) - Work From Home Oil Demand (01:02:46) - Russia And Cascade Risks (01:09:24) - Price Scenarios Brent (01:13:37) - Market Math Vs Jawboning (01:22:48) - Mutual Assured Energy…

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• Strategic Vibe Reserves · April 21, 2026 · 1h 22m
• Bombing for Peace · April 18, 2026 · 1h 27m
• Taco Tuesday · April 9, 2026 · 1h 16m
• The Spice Must Flow! · April 1, 2026 · 1h 18m
• Mad Max: Hormuz Warrior · March 27, 2026 · 1h 46m
• Marko's Pain-Based Punitive Airpower Global Response Equation · March 13, 2026 · 1h 22m

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