The Shocking Reason Gas Prices Can’t Come Down Anytime Soon | Rory Johnston

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Rory Johnston, Founder of Commodity Context, discusses why oil and diesel remain expensive despite recovering flows through the Strait of Hormuz, how global refining disruptions and potential U.S. export restrictions are affecting energy markets, and what could matter next for prices and the economy.*This video was recorded on September 30, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW RORY JOHNSTON:X: https://x.com/Rory_JohnstonCommodity Context: https://www.commoditycontext.com/Substack: https://substack.com/@commoditycontextFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.2:01 - Why Oil Flows Are Recovering7:23 - Tracking Tankers Through Hormuz13:02 - Why Oil Prices Remain Elevated16:45 - Oil Outlook & Futures Market Signals24:44 - Why Diesel Prices Are Surging33:15 - Could the U.S. Run Out of Diesel?42:58 - How China Prevented a Bigger Oil Shock45:46 - Energy Prices, Inflation & the Economy#oil #diesel #economy