Rory Johnston on the Sanguine Strait Stoppage

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...