Rory Johnston: Hormuz, China’s Play, Russia’s Pain, & UAE Leaving OPEC

Rory Johnston: Hormuz, China’s Play, Russia’s Pain, & UAE Leaving OPEC

July 8, 2026 · 57 min

About this episode

Rory Johnston analyzes the global energy landscape, focusing on the Strait of Hormuz crisis and the impact of geopolitical events on oil markets.

Oil market expert Rory Johnston provides a comprehensive analysis of the current global energy landscape and recent supply disruptions. He examines the Strait of Hormuz crisis, the impact of Ukrainian drone strikes on Russian refineries, and the surprising resilience of the market due to China’s massive reduction in crude imports. The discussion explores potential geopolitical [...] The post Rory Johnston: Hormuz, China’s Play, Russia’s Pain, & UAE Leaving OPEC first appeared on Geopolitics & Empire .

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