Odd Lots

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

March 10, 2026·36 min·3-min readinterviewnews
Podzilla Summary (3 min)
TLDR
The closure of the Strait of Hormuz due to escalating Iran-Israel-U.S. conflict has triggered one of the most severe oil supply disruptions in history, with Brent crude surging from around $72 to over $100 in under two weeks. Despite prior war risk pricing, markets were unprepared for the p

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Guest

R

Rory Johnston

interview on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Rory JohnstonJoe WisenthalTracy Alloway

Companies

Commodity ContextBloomberg

Topics

Business NewsEconomicsGeopoliticsGlobal NewsPolitical News

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