SCOUT· 43%58m·2026-07-02·MoneyMacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle east. https://bit.ly/4eIFMaO 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4fbzxMJ…
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What people are saying
“Erik, we missed your commentary on the markets in the prologue! Will you be stepping away from both the prologue AND post interview commentary?? 😢”
“There is no evidence of a single day of 20m barrels other than the trump administration saying that. Kpler estimates an average of 4.8m per day. So.... wtf is rory talking about?”
“Why does everyone continue this conversation over and over? Let's reevaluate every 6 months. Personally, I believe we are only in the introductory stage. It's highly likely that our reality will deteriorate over the coming years. (Do your o…”
“We continue to draw down the SPR. We have another 7-10 months till we will have to absolutely stop drawing down (to keep from damaging the salt storage geological structure). I don't understand the logic that Iran cannot control the Strait.…”
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