Episode Appearances
The Great Simplification with Nate Hagens · Apr 29, 2026
This War Changes Everything: Are We Ready for Energy Shockwaves From the Strait of Hormuz? with Rory Johnston
“Expert guest analyzing Strait of Hormuz closure impacts on global oil supply, demand destruction, and geopolitical bifurcation”
Strait of Hormuz Closure and Supply ShockGlobal Oil Market Fundamentals and Barrel CountingStrategic Petroleum Reserve Drawdowns and Policy
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Bankless · Apr 29, 2026
$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis
“Most cited independent oil analyst on Hormuz crisis; writes Commodity Context Substack; endorsed by Lynn Alden”
Strait of Hormuz closure and geopolitical oil supply disruptionOil futures curve structure and backwardation mechanicsOECD commercial inventory depletion and price discovery
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