Podcast appearances and mentions of rory johnston

Join Mike Mauceli in this episode as he discovers how Canada is reacting to Trump's tariffs, and why oil and gas were carved out in Trump's tariffs with his guest, Canadian analyst and founder of Commodity Context, Rory Johnston. Rory Johnston is a Toronto-based oil market researcher, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy. He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers.  Learn exactly what's happening with our political and economic relationship with Canada, and how the initial impact of Trump's tariffs may continue to have repercussions for the unforeseeable future. SHOW NOTES: 00:00 – Intro. 01:19 – What's going to happen with oil? 07:36 – Volatile Politics on the Keystone Pipeline 12:37 – Future of Gas Prices 17:00 – Why OPEC's Announcement? 21:31 – Transnational Movement & Current Canadian Federal Election Cycle 25:45 – Closing Statements. Looking for more on Rory Johnston? Website: https://www.commoditycontext.com/ Substack: https://substack.com/@commoditycontext 

OGU's new host, Rory Johnston, welcomes in Adi Imsirovic to delve into the complexities of the oil trading industry, exploring Adi's extensive background in both academia and commercial trading. They discuss the current challenges faced by OPEC, the impact of tariffs on oil demand, and the shifting dynamics of the energy market, particularly in light of the growing influence of electric vehicles. The conversation also touches on the supply-demand balance and long-term projections for oil demand, highlighting the uncertainties and volatility in the market. In this conversation, Adi discusses the future of oil demand, emphasizing that despite a predicted decline, the oil market will remain vibrant for the next two decades. He highlights the impact of geopolitical tensions, particularly between China and the US, on energy security and market dynamics. The discussion also delves into market structures, specifically the concepts of Contango and Backwardation, and their implications for traders. Adi expresses concerns about potential risks in the oil market, including the possibility of a price war initiated by Saudi Arabia. Finally, he shares insights on US production and rig counts, emphasizing the importance of efficiency in shale production.

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Rory Johnston about the current trouble in OPEC+, demand woes for global recession, and what it could mean for Canadian energy. // For the intro, Kelly and Joe discuss the prospect of India-Pakistan war, economic downturn in China, the blackout in Spain, and first takeaways from the Canadian federal election. // Guest Bio: - Rory Johnston is a CGAI Fellow and the Founder of Commodity Context // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is an Energy Security Analyst and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "Chokepoints: American Power in the Age of Economic Warfare", by Edward Fishman: https://www.indigo.ca/en-ca/chokepoints-american-power-in-the-age-of-economic-warfare/9780593712979.html // Interview recording Date: April 28, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

U.S. President Donald Trump's tariffs are spurring renewed interest in Canada for oil and gas development and a possible national energy corridor — with the Liberals and Conservatives promising action. Are these pledges realistic? And what about climate change? Host Catherine Cullen talks to a pollster, a political scientist and an oil market researcher about pipeline politics.Then, Kitchener Centre Green candidate Mike Morrice joins the program to discuss how big a challenge his party is facing this election if more Canadians support the prospect of pipelines.Next, as the federal election campaign crosses the halfway point, CBC reporters on the road send us postcards from the campaign trail — with analysis on the Liberal, Conservative and NDP campaigns so far.After that, party strategists discuss the hot topics of this week of the campaign, including Carney returning to Ottawa yet again as prime minister, Poilievre boasting about crowd sizes and what they're expecting from the leaders' debates next week.Finally, The House's Emma Godmere breaks down the closely-watched race in Châteauguay-Les Jardins-de-Napierville, where a Bloc Quebecois incumbent is facing off against a Liberal star candidate and longtime gun control advocate in a race that's all about ground game versus party pull.This episode features the voices of:Shachi Kurl, president of the Angus Reid InstituteSarah E. Sharma, political science professor at the University of OttawaRory Johnston founder of Commodity ContextMike Morrice, Green Party candidate for Kitchener CentreMarina von Stackelberg, CBC reporter following the Conservative campaignKarina Roman, CBC reporter following the Liberal campaignAshley Burke, CBC reporter following the NDP campaignBrian Clow, Liberal strategistKate Harrison, Conservative strategistGeorge Soule, NDP strategist

It's not an understatement to say the oil sector plays a significant role in the Canadian economy and has dominated life on this planet for the last century. But with Canada's emissions reduction goals, and Donald Trump's global tariffs, what's in store for this natural resource? And will it be an issue in our federal election campaign? Heather Exner-Pirot, Senior Fellow and Director of Natural Resources, Energy, and Environment for the Macdonald-Laurier Institute; Rory Johnston, oil market researcher and founder of Commodity Context; Rachel Doran, President and Executive Director at Clean Energy Canada; and Don Gillmor, journalist, former roughneck, and author of "On Oil," join Steve Paikin to discuss the future of oil.See omnystudio.com/listener for privacy information.

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump's tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ ⚫ Follow Rory on X: @Rory_Johnston

On February 1 — that is, three days from now — President Donald Trump has promised to apply a tariff of 25% to all U.S. imports from Canada and Mexico, crude oil very much not excepted. Canada has been the largest source of American crude imports for more than 20 years. More than that, the U.S. oil industry has come to depend on Canada's thick, sulfurous oil to blend with America's light, sweet domestic product to suit its highly specialized refineries. If that heavy, gunky stuff suddenly becomes a lot more expensive, so will U.S. oil refining.Rory Johnston is an oil markets analyst in Toronto. He writes the Commodity Context newsletter, a data-driven look at oil markets and commodity flows. He's also a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy and a fellow with the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. He previously led commodities market research at Scotiabank. (And he's Canadian.)On this week's episode of Shift Key, Jesse and Jillian attempt to untangle the pile of spaghetti that is the U.S.-Canadian oil trade. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Jillian Goodman, Heatmap's deputy editor. Robinson Meyer is off this week.Mentioned:How the U.S. and Canadian oil industries evolved togetherJohnston on how tariffs could disrupt a finely calibrated relationshipJesse's upshift; Jillian's upshift.--This episode of Shift Key is sponsored by …Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Rory Johnston about the recent announcement from the Government of Alberta and Enbridge in the context of a deteriorating relationship between Canada and the United States under the incoming Trump administration. You can find Joe and Rory's paper here: https://www.cgai.ca/the_co_evolution_of_the_canada_us_oil_industry_and_possible_implications_of_donald_trumps_reelection // For the intro, Kelly and Joe discuss the current status of Trump's trade threats and movements in North American utilities. // Guest Bio: - Rory Johnston is the founder of Commodity Context and a Fellow with CGAI // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "The Trading Game: A Confession", by Gary Stevenson: https://www.penguinrandomhouse.ca/books/727417/the-trading-game-by-gary-stevenson/9780593828328 - "On the Edge: The Art of Risking Everything", by Nate Silver: https://www.amazon.ca/Edge-Art-Risking-Everything/dp/1594204128 // Interview recording Date: January 8, 2024 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

Markham interviews Joe Calnan about his co-authored paper, with Rory Johnston, “The Co-Evolution of the Canada-U.S. Oil Industry and Possible Implications of Donald Trump's Re-election." Calnan is an Energy Security Analyst and Energy Security Forum Manager at the Canadian Global Affairs Institute.

On this episode of the Energy Security Cubed Podcast, we feature two presentations from the recent CGAI conference, "What is the Future of the Canada-US Energy Relationship". In these presentations, Tom Moerenhout and Rory Johnston unpack the dynamics of Canada-US trade in critical minerals and oil. // Guest Bio: - Dr. Tom Moerenhout is a Research Scholar with Columbia University's Center on Global Energy Policy - Rory Johnston is a CGAI Fellow and the Founder of commodity research platform Commodity Context // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Interview recording Date: October 3, 2024 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips. Release date: 31 October 2024

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast we discuss the key themes in oil for 2024: Middle East conflict, Saudi supply, China demand and the Trump agenda.   Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump's claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV   ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: https://www.commoditycontext.com/

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Rory Johnston about the political sustainability of OPEC+ and the implications for the oil market. You can find Rory's note about OPEC+ here: https://www.commoditycontext.com/p/quick-context-opecs-sustainable-shift // For the intro session, Kelly and Joe discuss the IAEA censuring of Iran, the continuation of Russian natural gas supply through Ukraine, and TC Energy's decision to split off its liquids pipeline business. // Guest Bio: - Rory Johnston is the founder of Commodity Context and a CGAI Fellow // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute // Reading recommendations: - "Nuclear War: A Scenario", by Annie Jacobsen: https://www.amazon.ca/Nuclear-War-Scenario-Annie-Jacobsen/dp/0593476093 // Interview recording Date: June 4, 2024 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L   ⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston ⚫ Find out More: https://www.commoditycontext.com    

Join us on Wicked Energy with JG as Justin Gauthier welcomes Rory Johnston, the energy aficionado behind Commodity Context. Dive into their candid discussion about managing work-from-home life with kids and transforming hobbies into successful businesses. Rory opens up about his journey from political studies to becoming a voice in the economics and finance world, sparked by his fascination with energy security. Listen in as they explore the intricate dynamics of the oil market, including the impact of natural gas liquids demand, the electrification of transport, OPEC's strategic maneuvers, and the uncertain future of U.S. shale production. Understand why petrochemicals continue to play a pivotal, incombustible role in our energy future and how market dynamics might unfold due to shifting production trends. With book recommendations and insights into Rory's personal routine, this episode offers a unique blend of professional expertise and relatable life experiences. Tune in for a comprehensive take on energy economics filtered through the lens of everyday life. LinkedIn: https://www.linkedin.com/in/rorysjjohnston/ Website: https://www.commoditycontext.com/ Show Sponsors InflowControl InflowControl is a tech firm specializing in enhancing oil production efficiency and minimizing environmental harm through their Autonomous Inflow Control Valve (AICV®). The technology boosts profitability in mature oil fields by filtering out undesired gas and water, allowing previously overlooked zones to contribute to production. This results in both higher profitability and Lower Carbon Oil for stakeholders. For more information, visit the links below: Website: www.inflowcontrol.no LinkedIn: https://www.linkedin.com/company/inflowcontrol-as/ YouTube: https://www.youtube.com/channel/UCqdgIooQhYtUBo-auUlYw-Q Wicked Energy For more info on Wicked Energy, please visit www.wickedenergy.io. For the video version, please visit the Wicked Energy YouTube channel at https://www.youtube.com/channel/UCL5PSzLBnSb7u1HD1xmLOJg If you or your company are interested in starting a podcast, visit https://www.wickedenergy.io/free-guide for a free guide on creating a successful podcast. Lastly, if you have any topics or guests you'd like to hear on the show, please email me at justin@wickedenergy.io or send me a message on LinkedIn. YouTube License for Intro Song: HWC3AIEIWDVRASP2

This week on the blog, a podcast interview with magician Lance Burton about how he wrote (and directed and starred in) the delightfully comic “Billy Topit: Master Magician.”LINKSA Free Film Book for You: https://dl.bookfunnel.com/cq23xyyt12Another Free Film Book: https://dl.bookfunnel.com/x3jn3emga6Fast, Cheap Film Website: https://www.fastcheapfilm.com/Lance Burton Website: https://www.lanceburton.com/Billy Topit Website: http://www.billytopit.com/Eli Marks Website: https://www.elimarksmysteries.com/Albert's Bridge Books Website: https://www.albertsbridgebooks.com/YouTube Channel: https://www.youtube.com/c/BehindthePageTheEliMarksPodcastLance Burton TranscriptJohn: I loved Billy Topit, both Jim and I did. I've made a number of low budget movies in my life, about a half dozen of them and the driving force behind them has almost always been, let's get together with some friends and make a movie. I got the sense that that was kind of part of the DNA of Billy Topit. Is that right?Lance: Well, yes, I just have to correct you on one thing: Billy Topit was not a low budget movie. It was a nobudget movie. We literally just decided, you know what, I'm not going to spend any money. Everyone volunteered. So, if it ever makes any money, I'll go back and pay the actors.John: Well, okay. But as someone who has done the same thing, I've done that a half dozen times with the no money. The results you got, given the no money status, were great. Your sound is exceptional. One of the things that's normally a big sign that it's a low budget movie is the sound is not good. It's a hard thing to get right and when you do get it right, it makes it sound like a big budget movie. The cinematography is terrific, the editing is fantastic. I don't know if you bought the music, or if someone did the music, but whatever it was it fit perfectly, and it just sailed along. So, for a movie that had no budget, you did an exceptional job of making a real movie.Lance: Oh, thank you. You're right, the sound is the one thing you really don't want to skimp on, because that's something you really can't fix in post a lot of the times. So, we did try to pay attention to the sound recording. As far as the music goes, some of the music was from my show that I already own. Some of the performance pieces, some of the music we use just for the movie, was rights free music that that I got from a company called Digital juice. They have all different sorts of music and it's searchable. So, you can find you know, rock and roll hard driving music, you can find, you know, instrumentals, you really have everything.Then there was a couple of pieces that a friend of mine, who's a musician wrote and recorded for me. And one of the pieces in the film, my lead actress, Joelle Rigetti, she had actually recorded an album a couple of years ago and she gave me the album during the production. She said, “Hey, anything on here you want you're welcome to use.” And I listened to it and there was one track, I went, this is perfect for this one scene I have. It's that it's the scene where the whole cast is waking up on the second day, brushing their teeth and getting ready to go out. That's actually the lead actress singing.John: The stuff you picked all really meshed well together.Lance: Oh, thank you. It was during the post-production process when it really struck me—as we were editing and doing that—how much the music adds to a production, not just a live show. I already knew that for a live show. But as I was making the film, it really just struck me again, you know, wow, music really does add a whole new dimension to the movie or live show.John: Yeah. So, where did the idea for the movie come from?Lance: Well, I'll tell you exactly where it came from. When I was a kid, there was a television series on TV called The Magician starring Bill Bixby. It only lasted one season, because the network got a new president that came in and he just, you know, cancelled all his predecessors' shows. But it actually did good in the ratings. But it only lasted 22 episodes.The magic consultant on The Magician was Mark Wilson and so when I moved out west, I met Mark Wilson, and became friends with him. Then when I was shooting Knightrider, guess who they hired to provide all of the large illusions and props for the episode? Mark Wilson. He was sort of the magic advisor on that television show. So, Mark, and I got to hang out for seven days on the set as we were shooting. He's actually in the episode. You can see shots of him. He's sitting in the audience during one of the opening performances. In fact, I get him up on stage at one point as a volunteer. So, anyway, one day after filming, Mark and I are going out to dinner and we're in his car and we're driving along. And he says to me, “Lance, how do you like doing this work?” And I said, “What do you mean, Mark? You mean like this episode?” He says, “Yeah, how do you like, you know, acting on this, this TV show?” And I said, “I'm having the time of my life. I get to do magic. I get to act. I get to work with a stuntman, and this is great.” And he says, “Well, you're doing a good job and you ought to think about doing more of this.” And I said, “More of this, so what do you mean?” He says, “You ought to start a notebook, start keeping some ideas of how you could incorporate your magic into a TV series or movie, you know, like with the Bill Bixby series.” And I thought, Oh, that's a good idea. So, I did, I started writing, every time I had an idea about how to use magic within the context of the drama series, or, you know, a story, I would write it down. So, after a few years, I had all these sort of clever things that I came up with, to use magic and propelling the story forward, or to get out of this sticky situation or whatever. And every few years, I've pulled that out, and I'd go, “You know, I'm going to try and go pitch this,” and I would go to Los Angeles and set up some meetings. And I was trying to pitch to do a series every few years and we got close a couple of times, but we never were able to sell it. But the area I was working in was so similar to things that would pop up on my TV screen later. I kept thinking, “Man, I've got something here, I just need to, like any kind of magic trick, you know, I get it in my head and it's frustrating, I just I gotta get it out, I got to put it on the stage because it's like in my brain is like scratching the inside of my skull and it's really annoying.” By that time, the technology had progressed to the point where we had these high-definition cameras that weren't, you know, astronomically expensive. And we had editing software so that somebody on their laptop could put out a professional looking product. So, I finally just said, hey, you know what, I'm gonna do this. And I called my buddy, Michael Goudeau and he came over and we fleshed out the story. And then we wrote the screenplay within, like two or three months. And then we eventually just started casting it and shot it. So, it all goes back to Bill Bixby and The Magician from 1973. John: Well, most things do. Most things do go back that. Were you always planning on directing?Lance: You know, directing and acting at the same time is really difficult. But I had been doing it all my life, you know, with my live show. And we started in on this thing and then at some point, I heard an interview with Barbra Streisand, and someone asked her that question, and they said, “Is it difficult to act and direct in the same production?” And she had a great response. She said, “No, it's easier that way. That's one less person I have to argue with.”Jim: She's right. Absolutely right. So, talk a little bit about how the movie changed, you know, from your initial script and then through shooting and editing. Were there a lot of kind of, oh, let's do this. Oh, that didn't work. Lance: I'll tell you what: when I first had the idea, I didn't have a real clear idea of the tone I wanted to take, you know? As far as it could have been a drama, it could have been a comedy or whatever. But I started chatting with my buddy, Michael Goudeau. Now, Michael worked in my show, as my special guest star. We've been friends for, you know, since the mid-80s and Michael said, this was his idea. So, I gave him credit. He said, we should write this is a family film and I said, why is that? He says, because I have two small children and about two or three times a year, I have to take them to the movies and we have to pick a family film, and they're always horrible. That's why I'd like to see a good family film. Something good, we can take the kids to see. And I said okay, that's fine. You know, that fits. Magic's always been considered a good family entertainment. So, we chose to write it as a family friendly movie, and as a comedy, but I give credit to Michael for that, and it didn't alter that much. Once we had the script completed, the idea was, you know, to keep to the script as close as we can within reason. Now, there were some scenes that were improvised and there were some things that I added during the course of the movie. I'll tell you one thing that we added: the film starts with a dream sequence, with Billy floating a lady in the air. And then he wakes up in bed and you realize, oh, that was just a dream. He doesn't really have a big Las Vegas show. He's a birthday party magician and that was the first thing we shot. So, as we were shooting, I read a book by Robert Rodriguez about his experience shooting El Mariachi. That was recommended to me by Rory Johnston, who played the bad guy in my movie. When I explained to Rory what we were going to do, he said, oh, you're doing like a no budget movie, like Robert Rodriguez. And I said, Who's Robert Rodriguez? He said, he is just a director, he started out by making this movie called El Mariachi. He had $7,000. That was it and he made a whole film. And so, I bought the DVD to watch. I wanted to see what a $7,000 movie look like. And then I read his book and he had some really interesting advice and thoughts. He was talking about the power of three—which magicians will do also—where you have a callback, or something keeps popping back up, and it happens three times. In El Mariachi, there's like this sort of dream sequence. But it happens three times. And I started thinking, he's got a really good point there. So, I started thinking, where else could I insert, I need two more dream sequences? And I've got to find a place to insert them. So, we wrote two more dream sequences and found the right place to put them. And we shot that, but that kind of happened once we started once we started shooting.Jim: You know, John, as he's mentioned, has shot some low budget movies here and there, populated largely by friends of John. And I get the sense that, in watching your movie, that these people are all your buddies, that they're all your pals, these are all your friends. Lance: Oh, yeah, they're all my friends. The only time there were people in their movie, really, that I didn't know, like extras in the restaurant. We would just ask people, do you have any friends that you can come over and be background actors? And a lot of them are my friends. Like the birthday party scene: those kids are all kids of friends. Like, hey, if you got kids, bring them over to my stage manager's house.John: It really looks like you guys are having fun throughout the whole movie. I don't mean to denigrate it in any way, but it's a really goofy movie. It is surprisingly silly in a really fun way.Lance: It's a silly movie and a lot of that stuff is Michael Goudeau. Everybody loves Michael and loves his comedy and kids especially love him. So, that's we wanted to go for. For instance, when we were writing the date scene, you know, that was a silly scene and they were doing the game with the milk, the little milk containers. And Michael said, listen, when I take my kids to a movie, when it gets to the romantic the date scene, they are bored. They are like, oh, they're falling asleep going, oh, when is this over? So, let's beef this up with something silly. Hey, great. That sounds great. So, again, a lot of that stuff was just the purpose of the movie was to keep everybody's interest.John: And that's probably something you've learned from being on stage forever, is feeling when the audience might be getting bored and being ahead of them. Lance: Yeah, you don't want to get to that point. You want to keep it moving. Jim: Your friend Michael is in the movie?Lance: Yes, he is in the movie. He's one of the jugglers. Jim: Okay. But the taller one or the shorter one?Lance: The shorter one. He was my co-writer on the screenplay and also co-executive producer.Jim: At the very end, in the credits, there's some very clever, funny, little teases about the possibility and it was sort of like, gosh, I hope there is a sequel. Is there talk of that--?John: And I will say, I'm going to speak from my podcast partner here. We're standing by ready to help you if you want to do.Jim: Absolutely. I'll drop everything. Lance: Billy Topit Part Two, The Empire Strikes Back. Billy Topit Part Two, the Search for Spock. I tell you, that was just me getting at the end of the editing process and doing the credits and it's just going out. This will be funny. Just me just making up silly stuff.John: And the image of you doing that of sitting on a computer and editing, do you have the filmmaking bug now or you going to it doesn't have to be a sequel, Billy Topit, but...Lance: I've enjoyed. Here's the thing that I enjoyed the most on the whole process was learning to edit. My good buddy Bob Massey was our photographer and our editor. But in the process of editing, I would go over to his house, and we would work on it and then he'd have to go do something. I was like, do we have to stop? And one day he said, you know, I can give you the software. I bought this and I can put it on two computers legally. So, if you want to, I'll show you how. I went, yeah. So, I went out, I bought this and I put this stuff on, and I started to learn how to edit. Bob was there to help me, show me. I really loved it. I really, really loved the process. And a lot of it is very similar to magic. I'll give you a good example of that: There's a scene at the end of the movie where they've opened the big show and I do the sawing a couple into eight pieces. So, we got the two, the boy and the girl and they get sawed apart and they come out of the boxes at the end. And the boys were in the girl's clothes and they chase each other offstage. And then they run past the camera and then the second shot, you see them run into view in the wings. And then they have a scene in the wings. Well, we shot the first part, with the doing the trick, and then running past the camera. We shot that at the Monte Carlo hotel in 2010. And the scene in the wings, we shot in 2013, on the other side of town at Rory Johnson's church that he went to. They allowed us to shoot there. So, the two scenes that are supposed to be at the same time were shot three years apart in different locations.As we were shooting the first one, I knew in my mind what I wanted to do: I wanted him to run past the camera, and then I would pick it up. And the rest of the cast hadn't even been cast yet by the way. I didn't even know who the other actors were going to be. But I knew there was a scene over there. So, as they run past, I'll pick it up. Whenever we get to that three years later, we shoot the thing. Now I'm editing it together. So, now I take the music from the first part of the shot, playing during the trick and the audience reaction. You get the audience applauding and cheering, and they run past the camera and we go to the second shot. But you still hear the audio, you still hear the music playing, and you hear me out on stage going thank you and the audience applauding. And so now when you put it all together, it's like it's seamless. No one knows that that scene was shot three years apart. It's like a magic trick. It's an illusion. There's a good example of how the sound helps enhance the illusion. And there are a few magic tricks that we do on stage where sound is a very big part of the illusion.John: I don't know at what point in the process you read Robert Rodriguez's book, but he based El Mariachi on what he had available. He wrote the script based on the town, the bar, the tortoise, the dog, all of that. You seem to have done a very similar thing, in that I'm guessing you already had some footage you on stage or was it a relatively easy thing to get. For an average person, that's a really hard thing to get.Lance: Exactly. And I had to shoot all that before the show closed, because we were getting ready to close the show. So, we captured all of that all the stuff that had to be shot in the theatre, we captured that. John: But for the average person writing a script, to write that in a scene, you can't shoot that. The lights alone in the ceiling are more than your budget.Lance: And I was well aware that. I had this opportunity that we'd written it into the script and it's like, okay, I gotta shoot this now, because if I wait another two months, it's all going to be gone.John: Exactly. And I felt the same with the scenes in the casino, which would be I think, normally a difficult thing to do. But you obviously had a relationship to make those happen.Lance: The casino scenes, those were all shot afterwards. That was my buddy, John Woodrum, who owned this little casino called the Klondike. We wanted it to be a locals type Casino. I talked to a few of the casinos and some of them were like, yeah, we'd let you come in here and shoot, we have a coffee shop. How many days do you need it? And I'm going to myself, I don't know how long this is going to take to shoot. I never shot a movie before. And then finally I went over to see my buddy, John and I said, John, I've got this movie I'm shooting, and some of the action takes place in the casino. And there's a coffee shop and you've got a coffee shop. What would you think about a shooting here? And he looks at me says yeah, whatever you want. Come on in. I'm like, what? Come on, anytime. That's like, Okay, I found this. I found our location. John: You are a low-budget filmmaker at heart. You got all the tricks that are necessary to be good at this and you did it on your first movie. That's exceptional.Lance: It was a fun process and it's not dissimilar to shooting a television special or a TV show, but it is a little different. There is obviously magic in it. But you know, there's also the whole second element of the story and doing the scene and the acting and getting all the actors on the same page.John: And speaking of the actors, I was thrilled to see our friend Louie Anderson in there. He was a Twin Cities guy who I knew back when he was here and I had the good fortune of working with him a couple times in the corporate arena. And to see Johnny Thompson obviously having so much fun, it was just great. And then to see Mac kind of turn up. I don't want to spoil it. But he does turn upLance: Mac turns up there near the end of the film. It was great fun, being able to work with Johnny. To be able to direct your mentor is a really special thing and that was just so much fun working with Johnny, and he was just so good in this role.John: He was such a good actor, he really had that ability to turn it on. Lance: And Pam too. John: Oh, yeah, Pam was in there as well. It was just so much fun to see them just pop up like that.Jim: A delight, the whole thing was from start to finish was a delight. I watched it by myself after my wife went to bed and I just was giggling through the whole thing.Lance: Thank you. Here's my favorite story from the whole process. I had this idea to do the trick on the telephone, The Wizard, that that anybody that is amateur magician knows the trick. Well, when Michael and I were coming up with a storyline, I had this idea of using The Wizard as part of the kidnapping thing, to find out where the assistant was being held. In order to do that, of course, I had to show what The Wizard was. The reason I wanted to include that was I wanted kids especially to be able to watch the movie and then after the movie, I wanted them to be able to perform The Wizard for their friends. After we had our premiere, my wardrobe lady from the Monte Carlo—and she also did wardrobe on the movie—she called me like a week later. Her stepdaughter, who was in junior high school at that time, the little girl had gone to school the next day and had performed The Wizard for her friends. And when I heard that, I was like, yes, touchdown.John: Mission accomplished. Lance: Mission accomplished. It's exactly what I wanted. I wanted kids to go and actually perform a magic trick for their friends.Jim: But I really liked how you then turn it around and use it as a plot device. Lance: It's integral to the story. Yes, and those are those are especially the kind of things I like with magic in movies or TV shows: where you can take something and bring it back in later as a practical device.

In Episode 344 of Hidden Forces, Demetri Kofinas speaks with oil analyst and researcher Rory Johnston about what's driving the fall in oil prices and how likely it is to continue. Rory shares his thoughts on investor positioning, growth in US oil production, recent M&A activity in the oil sector, OPEC production cuts, geopolitical risk in Guyana, as well as in the Strait of Hormuz, and much more. Today's episode was originally recorded as a live Q&A for members of the Hidden Forces Genius Community. If you're interested in learning more about the Genius community, our private dinners, in-person events, and how to become a member, you can do that at HiddenForces.io/Subscribe, where you can also subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports. If you enjoyed listening to today's episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/13/2023

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Rory Johnston about climate, geopolitics, and artificial intelligence in the oil market. For the intro session, Kelly and Joe Calnan chat about the Houthi attacks on commercial shipping in the Bab-el-Mendeb Strait. Guest Bio: - Rory Johnston is a CGAI Fellow at the founder of Commodity Context. Host Bio: - Kelly Ogle in the CEO of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Reading recommendations: - "The Power Law: Venture Capital and the Making of the New Future", by Sebastian Mallaby: https://www.amazon.ca/Power-Law-Venture-Capital-Making/dp/052555999X - "Cobalt Red: How the Blood of the Congo Powers Our Lives", by Siddarth Kara: https://www.amazon.com/Cobalt-Red-Blood-Congo-Powers-ebook/dp/B09Y462D6Z Interview recording Date: December 11, 2023 Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. Produced by Joe Calnan. Music credits to Drew Phillips.

Are you ready to unravel the intricacies of the global oil market? Our guest for this episode, oil analyst Rory Johnston, guides us on a fascinating journey through the volatile world of oil prices and the implications of international politics on it. From the recent price surge, potential sanctions on Iran, to the possible easing of limitations on Venezuela, you'll get a front-row seat to the rollercoaster ride that is the oil market.We're also serving up a comprehensive analysis of oil market dynamics against the backdrop of major global events and economies. Uncover how the Israel-Hamas conflict has a bullish effect on the oil market and why China's strong demand for oil persists despite mixed economic signals. Plus, we're lifting the veil on the U.S Strategic Petroleum Reserve and its potential to offset a price spike.But that's not all. We're diving deep into the realm of refining, with an emphasis on crack spreads. Rory unravels the current gasoline oversupply phenomenon and the vital role of China's independent refineries in the market. Lastly, we're turning our attention to Venezuela and Iran, examining the potential benefits of a sanction reduction deal with Washington and the impact of tighter sanctions on Iran. Join us, and be enlightened on the complex interplay between geopolitics and the oil industry.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook

In this episode of OGU, Tony reconnects with Rory Johnston of Commodity Context to talk about some of the bigger headlines out of the oil sector the past few weeks. Not only has the Biden Administration reconnected with Venezuela to tap their crude supply, but the sector has also seen a pair of major merger and acquisition deals hit the market. This is all taking place with is a large supply-side tightness in the energy space. Rory shares his thoughts and analysis of these major headlines.

Hold onto your hats as Chuck grills Rory Johnston of Commodity Context on the oh-so-slippery oil market escapades from Saudi Arabia, Russia, and China. Dive in for some juicy gossip and see if Rory's oil price prediction leaves him a soothsayer or just sorely mistaken. Tune in for a snark-fest and remember, no crystal balls were harmed in the making. Learn more about Fuze | The Future of Energy here: https://bit.ly/3DbZisD

Rory Johnston, oil buff and founder of CommodityContext.com, returns to Forward Guidance to explain why he is now “cautiously bullish” on the price of oil because of Saudi Arabia's significant cuts to its production quota. He also shares in details his reading of crack spreads, crude differentials, speculative positioning, and shape of futures curve. Filmed on July 12th, 2023. ____ Follow Rory Johnston on Twitter https://twitter.com/Rory_Johnston Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Johnston's latest Substacks on Commodity Context: https://www.commoditycontext.com/p/b93afa41-17dc-4d6e-9e75-ea9ca7da95f9 https://www.commoditycontext.com/p/120157df-fe5d-45b5-b19a-ed3a8bab88f7 https://www.commoditycontext.com/p/b93afa41-17dc-4d6e-9e75-ea9ca7da95f9 ____ Use code GUIDANCE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ ____ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos ____ Timecodes: (00:00) Introduction (00:21) An "Exhausting" Oil Market (02:59) The Cautious Bull Case For Oil (11:28) OPEC Cuts Can Support Higher Oil Prices (24:20) Has The Chinese Re-Opening Been A Flop? (31:36) Guyana (34:22) Deconstructing The "Capital Discipline" Narrative About Oil Companies (49:13) The Russian Supply Question (54:55) Price Cap (59:02) Differentials Between Different Types Of Crude Oil (01:03:10) The Washout Of The Way-Too-Long Oil Bulls (01:09:02) Futures Curve (01:15:07) Recession Risk ____ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Rory Johnston, commodity analyst at commodity context dot com Learn more about your ad choices. Visit megaphone.fm/adchoices

Rory Johnston, commodity analyst Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we are re-joined by Rory Johnston, founder of Commodity Context, a physical commodities research firm based in Toronto, Canada. We cover the SPR (Strategic Petroleum Reserve) that has been actively deployed by the Biden administration over the past year, its implementation and potential impact on related economies. To what extent can the SPR influence spot and futures prices, and what are the knock on effects on refined products? What is the interaction between the SPR, commercial inventories and prices? Rory also discusses the analogy between SPR sales and Fed policy, as it influences the yield curve. We also discuss the relationship between oil volatility and the crack spread, and how volatility is generally damaging but can boost profits in proprietary oil trading books. Finally, Rory challenges the assertion that speculators are the "smart money" in energy, and how positioning can act as a counter trend indicator.----------EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Rory on TwitterEpisode TimeStamps: 03:19 - SPR - What and why? 06:27 - Why crude and not refined products? 09:34 - How is the SPR used? 13:54 - Trading oil 19:54 - The goal of the SPR market 23:04 - How inventory drives oil price 28:29 - The effect of inventory restocking 29:43 - Theory vs. practice 33:28 - The mega energy companies 36:00 - Distortion in oil markets 41:20 - Can volatility...

Today we are joined by Rory Johnston, founder of Commodity Context, a physical commodities research firm based in Toronto, Canada. We talk about Rory's in-depth research focused on the oil sector, as well as the current narratives impacting the price of oil right now. We discuss his deep dives into the workings of the oil industry, focused on adding a broader perspective to price assumptions and market fluctuations. From Russia's invasion of Ukraine to China's Covid lockdown, Rory shares his reflections on diverse market responses to geopolitical events around the world. Is there going to be a big energy demand from China going forward? What is it going to take to stabilize oil prices? How does inflation factor in? Join us on this fascinating exploration of the role oil plays, and the variables that can change the trajectory of the energy market.----------EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Hari on Twitter.Follow Rory on Twitter.Episode TimeStamps: 02:31 - Introduction to Rory Johnston and Commodity Context07:15 - Are people over-fixated on data?09:04 - Is Geopolitical analysis useless?16:43 - Making assumptions19:38 - The challenges with data28:36 - Indicators of volatility32:26 - Quantifying the fundamental value37:02 - Having an edge in oil45:27 - Understanding the CRT Report49:17 - Oil price - a play on the dollar?52:27 - An indicator for the state of the...

Hey Guys! This week our guest is Rory Johnston. He is the savant of all things oil. We discussed how he became an energy analyst, oil's volatile history, how energy companies started caring about profitability and forgetting about growth at all cost, what is shale energy, the oil and field services and how to understand supply and demand data. [0:00] Who is Rory Jonhston? [7:30] The Energy Lost Decade [16:00] Where to start learning the energy industry? [22:00] Oil is Technology. [27:00] Oil's Volatile History [32:00] Profitability > Growth [34:00] What is shale oil? [40:00] Oil and Field Services [42:00] Pressure Pumping and Labor Most Likely to Benefit the Most [50:00] The Stone Age did not end for the lack of stones. [52:00] Understanding Demand and Supply: Inventories, Futures Curve, [55:00] Supply and Demand Data: IEA, OPEC, Energy Information Agency [1:05:00] Where to learn? [1:16:00] More from Rory Johnston and Closing Questions Finally, a big thanks to the following sponsors for making the podcast a reality! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! Tegus Tegus has the world's largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you're interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive. --- Support this podcast: https://anchor.fm/valuehive/support

Welcome to the first full episode of Oil Ground Up with Tony Greer. In this episode, TG welcomes in Rory Johnston of Commodity Context for a deep dive into a new year of oil markets and trading. Rory and TG discuss the crazy volatility in the 2022 market and why 2023 might see similar volatility but for different reasons. The narrative moves from the refiners to production. TG and Rory also spend a lot of time discussing the politicized SPR depletion and the circumstances of which the administration will look to increase the stockpile. Rory is a data-first, visualization-forward commodity market researcher specializing in the oil & gas industry. His newsletter can be found at https://www.commoditycontext.com/

Returning guest Rory Johnston from Commodity Context is giving his recap on the wild year of 2022 in the energy and oil markets. We talk:-Ongoing Russian war and implications on oil supply-Chinese lockdowns and reopening-SPR Releases (refilling?)-OPEC +Hope you enjoy the show!Ancova Energy Newsletter: https://ancova.substack.com/ Talk.Energy Podcast: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/talkenergypod LinkedIn: https://www.linkedin.com/company/talkenergy YouTube: https://www.youtube.com/c/TalkEnergyPodcast

MacroVoices welcomes Commodity Context founder Rory Johnston as this week's feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT Check out Commodity Context: https://www.commoditycontext.com/ Download Big Picture Trading chartbook

Use code GUIDANCE250 to get $250 off tickets to Blockworks' London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-london/ Rory Johnston, investor at Price street and author of Commodity Context, joins Jack Farley to share his outlook on the price of oil, the commodity at the heart of the turmoil in financial markets and the global economy. Johnston explains why he thinks oil will trade “flat to down” in the short-term as he notes that China's zero-covid policy has sharply curtailed oil demand but that may change in 2023. He argues that the release of millions of barrels of oil from the Strategic Petroleum Reserve (SPR), the U.S.' stockpile of emergency oil reserves, has drastically changed the supply dynamics and has likely depressed the price. Johnston also shares with Farley his views on other important drivers of oil market such as the proposed price cap, sanctions on Russian oil, and the response function from U.S. shale oil producers and the Organization of Petroleum Exporting Countries (OPEC). NOTE: This interview was filmed on September 23rd, a day where the price of oil fell by as much as 7%. -- Follow Rory Johnston on Twitter https://twitter.com/Rory_Johnston Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/ForwardGuidance Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:13) Why Is Oil Crashing? (05:41) Demand Destruction & Recession Risk (12:46) Is The Backwardation In Oil (16:44) Biden's Release of Strategic Petroleum Reserve (27:21) Price Cap On Russian Oil (36:18) The Gasoline Crisis (39:56) Coal (42:53) Volatility and Illiquidity In Oil Markets (46:57) European Electricity Prices (50:17) Natural Gas Unit Economics (54:02) The Mechanics Of A Price Cap on Russian Oil (1:02:18) U.S. Shale (1:11:49) Is Oil Going To Go Up? (1:14:21) How Would A Recession Impact The Price Of Oil? (1:16:35) About Commodity Context (1:18:43) Closing Thoughts On Twitter Sentiment (1:20:57) Outro -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

What if Oil repeats the pattern of 2008?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport                Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.                Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)The Future Is FreelanceThis show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...Listen on: Apple Podcasts Spotify UNBOUND: Saybrook Insights with President Nathan LongSaybrook Insights is a podcast featuring education & community innovators! Listen on: Apple Podcasts Spotify The Digital Distillery - A Travel Guide to Digital Media & MarketingThe Digital Distillery takes place all across Europe, bringing together some of the...Listen on: Apple Podcasts Spotify

On this episode of #SFLive, we are speaking with Rory Johnston, Founder of Commodity Context about How Biden is secretly financing big oil, strategic oil reserve, OPEC+, Permian Basin, and more. Guest: Rory Johnston, Founder Company: CommodityContext.com #oil #oilprice Tags: Oil, Oil price, oil stocks, oil exploration, oil and gas, permian basin, permian, joe biden, biden, rory johnston, commodity context, sf live, soar financial, kai Hoffmann, oil trade, oil trading, oil price forecast, oil price analysis, oil market, strategic oil reserves, SPR, global oil market, opec+, opec, russia MAKE SURE TO SUBSCRIBE TO OUR CHANNEL & HIT THE ALERT BUTTON Also, follow us on http://www.twitter.com/soarfinancial - make sure to follow us & click on the bell icon! ►► Follow Us! ◄◄ Twitter:http://twitter.com/soarfinancial Instagram: https://www.instagram.com/soarfinancial/ Facebook: https://www.facebook.com/soarfinancial/ Website: http://www.soarfinancial.com/ SF Live is a new format by Soar Financial Partners. The goal is to give short company updates and more importantly get investors engaged directly with the companies. Intro Music: "Summer" by Bensound.com **Disclaimer:** Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary. Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest). Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial's content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.

In Episode 270 of Hidden Forces, Demetri Kofinas speaks with Rory Johnson, a widely quoted researcher and expert in global commodities markets and founder of Commodity Context.com. This episode is a preview of what subscribers to the new Hidden Forces “Genius” Tier will have access to on a regular basis. This new tier will include live, quarterly calls with guests and researchers whose work Demetri relies on to help him navigate markets and make educated investment decisions for his own portfolio. The tier is scheduled to launch later this month and will also include, among other things, a first-class community purpose-built for real-team quality interaction; video recaps by Demetri provided after every episode; priority access to in-person events; and regular Q&A calls where subscribers will be able to interact with and ask questions of both Demetri and his guests in real-time. Demetri will be making a formal announcement on the podcast when this new tier goes live. If you want to learn a bit more about it in the meanwhile, Rory and Demetri spend some time at the top of the podcast today discussing it before getting into Rory's latest research on the state of the oil complex and what he's seeing in terms of supply/demand dynamics and market positioning. You can access the full episode, transcript, and intelligence report to this week's conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 09/02/2022

Gasoline Demand Dip That Spooked Market Sparks Furor Over US Datahttps://finance.yahoo.com/news/gasoline-demand-dip-spooked-market-205412111.html- issues with the data made it look like gasoline demand was below summer 2020 levels- difference between wholesale gasoline supplied and retail demand. - check out Rory Johnston's report on this (https://www.commoditycontext.com/p/qc-us-gasoline-demand-data)Shale drillers double down on returns over outputhttps://www.argusmedia.com/en/news/2358967-shale-drillers-double-down-on-returns-over-output- Shale drillers are spending more on drilling, not to drill more or grow production but to pay more for services and goods- OXY, Pioneer aren't growing but XOM plans to grow drillingColumn: European gas oil futures anticipate recessionhttps://www.reuters.com/business/energy/european-gas-oil-futures-anticipate-recession-kemp-2022-08-08/- European Hedge fund and money managers are selling off oil futures and US ones are buying them- European economic outlook is worse than in USGoldman Sachs cuts near-term oil forecasts but remains bullishhttps://www.theedgemarkets.com/article/goldman-sachs-cuts-nearterm-oil-forecasts-remains-bullish- Forecast Q3 Brent $110 and Q4 $125 but Brent is at $97 nowSpain Limits Air-Conditioning to Save Energyhttps://www.nytimes.com/2022/08/05/world/europe/spain-air-conditioning-limits.html- public buildings air conditioning set to 81, heating set to 66- lights to be turned offBlackRock Opening South Florida ‘Snowbird' Office for Dozens of Employeeshttps://www.wsj.com/articles/blackrock-opening-south-florida-snowbird-office-for-dozens-of-employees-11659906957- ESG? climate change? do they really believe that Florida is going to be underwater if they are moving there?

Rory Johnston is a commodity and energy analyst and the author of Commodity Context. Here he discusses the various narratives and dynamics driving the oil market since the pandemic, where the shortages are, what supply vs demand is looking like at the moment, how to analyze futures curves and more!

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk about current events in energy security, including EU steps to reduce gas demand, oil disputes in Kurdistan, and the potential for China to upend the LNG market. For the interview section of the podcast, Kelly Ogle discusses where global oil supply and demand stand currently with Rory Johnston. Guest Bio: - Rory Johnston is the founder of Commodity Context. Find him @Rory_Johnston on Twitter, or at https://www.commoditycontext.com/ Host Bio: - Kelly Ogle is the CEO of the Canadian Global Affairs Institute What is Rory reading? - Putin's People: How the KGB Took Back Russia and Then Took On the West, by Katherine Belton - Immune: A Journey into the Mysterious System That Keeps You Alive, by Philipp Dettmer - Against the Gods: The Remarkable Story of Risk, by Peter L. Bernstein Interview recording Date: July 25, 2022. Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. Produced by Joe Calnan. Music credits to Drew Phillips.

Krystal and Saagar talk about the recession coming, Highland Park shooting, Biden's incompetence, airline chaos, oil market swings, Boris Johnson, & more!To become a Breaking Points Premium Member and watch/listen to the show uncut and 1 hour early visit: https://breakingpoints.supercast.com/To listen to Breaking Points as a podcast, check them out on Apple and SpotifyApple: https://podcasts.apple.com/us/podcast/breaking-points-with-krystal-and-saagar/id1570045623 Spotify: https://open.spotify.com/show/4Kbsy61zJSzPxNZZ3PKbXl Merch: https://breaking-points.myshopify.com/Rory Johnston: https://www.commoditycontext.com/ Highland Park Fundraiser: https://www.gofundme.com/f/irina-and-kevin-mccarthy  Learn more about your ad choices. Visit megaphone.fm/adchoicesSee omnystudio.com/listener for privacy information.

Krystal and Saagar talk about the recession coming, Highland Park shooting, Biden's incompetence, airline chaos, oil market swings, Boris Johnson, & more! To become a Breaking Points Premium Member and watch/listen to the show uncut and 1 hour early visit: https://breakingpoints.supercast.com/ To listen to Breaking Points as a podcast, check them out on Apple and Spotify Apple: https://podcasts.apple.com/us/podcast/breaking-points-with-krystal-and-saagar/id1570045623  Spotify: https://open.spotify.com/show/4Kbsy61zJSzPxNZZ3PKbXl  Merch: https://breaking-points.myshopify.com/ Rory Johnston: https://www.commoditycontext.com/  Highland Park Fundraiser: https://www.gofundme.com/f/irina-and-kevin-mccarthy  Learn more about your ad choices. Visit megaphone.fm/adchoices

Krystal and Saagar talk about Boris Johnson resigning, Biden administration's incompetence, Highland Park shooting revelations, airlines lying, Dem rigging against Green party, Steve Bannon vs Rogan, natural gas crisis, GOP crazies, & oil market volatility!To become a Breaking Points Premium Member and watch/listen to the show uncut and 1 hour early visit: https://breakingpoints.supercast.com/To listen to Breaking Points as a podcast, check them out on Apple and SpotifyApple: https://podcasts.apple.com/us/podcast/breaking-points-with-krystal-and-saagar/id1570045623 Spotify: https://open.spotify.com/show/4Kbsy61zJSzPxNZZ3PKbXl Merch: https://breaking-points.myshopify.com/Rory Johnston: https://www.commoditycontext.com/ Highland Park Fundraiser: https://www.gofundme.com/f/irina-and-kevin-mccarthy  Learn more about your ad choices. Visit megaphone.fm/adchoicesSee omnystudio.com/listener for privacy information.

Krystal and Saagar talk about Boris Johnson resigning, Biden administration's incompetence, Highland Park shooting revelations, airlines lying, Dem rigging against Green party, Steve Bannon vs Rogan, natural gas crisis, GOP crazies, & oil market volatility! To become a Breaking Points Premium Member and watch/listen to the show uncut and 1 hour early visit: https://breakingpoints.supercast.com/ To listen to Breaking Points as a podcast, check them out on Apple and Spotify Apple: https://podcasts.apple.com/us/podcast/breaking-points-with-krystal-and-saagar/id1570045623  Spotify: https://open.spotify.com/show/4Kbsy61zJSzPxNZZ3PKbXl  Merch: https://breaking-points.myshopify.com/ Rory Johnston: https://www.commoditycontext.com/  Highland Park Fundraiser: https://www.gofundme.com/f/irina-and-kevin-mccarthy  Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode I went live with Rory Johnston! Rory is the founder of Commodity Context. Sorry my audio quality is a little rough in the first half but Rory comes through loud and clear and he does great so it is definitely worth the listen! We cover:-The global oil & gas markets-Supply & demand on US oil markets-Update on Russian sanctions-Natural gasHope you enjoy the show! Talk.Energy Podcast: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/talkenergypod LinkedIn: https://www.linkedin.com/company/talkenergy YouTube: https://www.youtube.com/c/TalkEnergyPodcast Blockware Solutions' Twitter: https://twitter.com/BlockwareTeam Are you looking to mine Bitcoin? Mining is the best way to dollar cost average into Bitcoin at a discount. Blockware Solutions offers new and used mining rigs from leading manufacturers with an optional turnkey hosting package. With Bitcoin mining experience dating back to 2013, Blockware Solutions has sold over 250,000 ASICs, hosted 200+ MW of clients, and mined thousands of BTC from the Blockware Mining Pool.

The price of oil is the central threat to the economy right now. Surging gasoline costs crimp consumer budgets. Surging diesel costs make everything more expensive. And of course, we know there are all kinds of structural impediments to increasing supply. But the stakes are huge, particularly since the Federal Reserve has signaled its willingness to throw the economy into a recession, if that's what it takes to get inflation down. So is there anything that can be done? On this episode of the podcast, we speak with Skanda Amarnath, the Executive Director at Employ America, as well as Rory Johnston, the founder of Commodity Context and an investor at Price Street, to talk about concrete steps that can be taken to increase oil supplies and bring about price stability. See omnystudio.com/listener for privacy information.

I sat down live with Rory Johnston on Twitter spaces and we talked energy macro. The conversation broadly covers: 1.) US Shale2.) OPEC+3.) Russia4.) DemandHope you enjoy the show! https://www.tiktok.com/@talk.energyWebsite: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/heik_energyTwitter: https://twitter.com/talkenergypodLinkedIn: https://www.linkedin.com/company/talkenergy YouTube: https://www.youtube.com/c/TalkEnergyPodcast

Oil is above $100, natural gas above $7, we have a ground war in Europe over energy, dogs and cats sleeping together, mass hysteria. What do we do? A "draft" of energy policies, of course. Stacey McDonald and Chuck have seven energy veterans "draft" their best energy policy ideas to save the world. With Mark Meyer, Mark Rossano, Kyri Baker, Paul Sankey, Rory Johnston, David Ramdsen-Wood and Brad Olsen.

Kamala Harris in Poland. Ukrainian resistance to Russia remains strong. Economic sanctions on Russia from multiple countries and companies. Recipient of transplanted pig heart dies. Consumer prices still rising. Burglary tourism. Rory Johnston, Managing Director and Market Economist at Price Street Inc, talks about the oil market and prices. MLB lockout continues.

Krystal and Saagar cover Ukrainian President Zelensky's rejection of Putin's demands, gas prices surging to record highs, polling data on Biden after SOTU, Media spreading fake news, White House correspondents meltdown, Zelensky thirst in pop culture, the return of 1970s politics, and everything about energy prices with an expert in the field!To become a Breaking Points Premium Member and watch/listen to the show uncut and 1 hour early visit: https://breakingpoints.supercast.com/To listen to Breaking Points as a podcast, check them out on Apple and SpotifyApple: https://podcasts.apple.com/us/podcast/breaking-points-with-krystal-and-saagar/id1570045623 Spotify: https://open.spotify.com/show/4Kbsy61zJSzPxNZZ3PKbXl Merch: https://breaking-points.myshopify.com/Rory Johnston: https://commoditycontext.substack.com/  Learn more about your ad choices. Visit megaphone.fm/adchoicesSee omnystudio.com/listener for privacy information.

Krystal and Saagar cover Ukrainian President Zelensky's rejection of Putin's demands, gas prices surging to record highs, polling data on Biden after SOTU, Media spreading fake news, White House correspondents meltdown, Zelensky thirst in pop culture, the return of 1970s politics, and everything about energy prices with an expert in the field! To become a Breaking Points Premium Member and watch/listen to the show uncut and 1 hour early visit: https://breakingpoints.supercast.com/ To listen to Breaking Points as a podcast, check them out on Apple and Spotify Apple: https://podcasts.apple.com/us/podcast/breaking-points-with-krystal-and-saagar/id1570045623  Spotify: https://open.spotify.com/show/4Kbsy61zJSzPxNZZ3PKbXl  Merch: https://breaking-points.myshopify.com/ Rory Johnston: https://commoditycontext.substack.com/  Learn more about your ad choices. Visit megaphone.fm/adchoices

Rory Johnston, Founder, Commodity Context Newsletter

The price of oil has surged over the last year, and U.S. oil companies are making money hand over first. In theory, the high prices should stabilize as more drilling is done. But so far, the supply response has only been modest. After years in which U.S. oil companies (shale players, in particular) lit money on fire by expanding production at all costs, the industry is reluctant to invest in new production. So what will it take? On this episode, we speak with Rory Johnston, Managing Director and Market Economist at Price Street and the author of the Commodity Context newsletter, to get a better understanding of the factors moving oil prices, and what it will take to bring them down. See omnystudio.com/listener for privacy information.

Episode Two of This Week In Doom sees The Chicken and me welcome our first guest, Rory Johnston whose work at his Substack, Commodity Context, is absolutely indispensable and, given the current dynamics in energy markets, looks set to become more so with each passing week. In this fascinating discussion, Rory walks us through the oil industry from some basic concepts to some of the more nuanced factors affecting supply and demand and offers a set of insights rooted in years of experience analyzing the sector for one of Canada's biggest banks. From pipelines to politics, Rory breaks down the oil & gas sector with the precision of a surgeon, proving exactly why he was the perfect opening guest on This Week In Doom as we try to bring under- followed analysts and content creators to a broader (and deserved) audience... Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, and The Narrative Game, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

“What's hard is there's a policy cognitive dissonance, where you don't want to put money into the system you're trying to leave; but if you don't do that you risk that system becoming more fragile, and then risk the political consensus you've built in order to actually get the motion to decarbonize in the first place.” Kristen and Kyla talk with Rory Johnston, founder of Commodity Context, about the road to a just energy transition. Topics: what exactly is the energy grid; what are the economics behind decarbonizing; what is the reasoning behind continuing to invest in fossil fuels; what will the Alberta oil-sands look like over the next ten years; what are the local and geopolitics behind decarbonizing.   Website: https://www.pullback.org/episode-notes/episode76 Commodity Context: https://commoditycontext.substack.com Harbinger Media Network: https://harbingermedianetwork.com/ Twitter: https://twitter.com/PullbackPodcast  Rory Johnston on Twitter: https://twitter.com/Rory_Johnston Pullback is produced and hosted by Kristen Pue and Kyla Hewson. Logo by Rachel Beyer and Evan Vrinten.

Oil Price Slumps on Fears of New Covid-19 Restrictionshttps://www.wsj.com/articles/oil-price-slumps-on-fears-of-new-covid-19-restrictions-11637953717Interesting Black Friday for markets - oil plummeting, stock markets plummetingStocks, oil regain some composure after Omicron batteringhttps://www.reuters.com/markets/europe/global-markets-wrapup-1-pix-2021-11-28/Germany says working with U.S. on Nord Stream 2 dealhttps://www.reuters.com/markets/commodities/germany-says-working-with-us-nord-stream-2-deal-2021-11-28/- Germany claims it will make "strong public messages" against Russia if it tries to invade Ukraine- Can Nordstream 2 get online in time to help with European energy crisis or is it mired in bureaucratic messSaudi oil minister not worried about new Covid varianthttps://www.argusmedia.com/en/news/2278117-saudi-oil-minister-not-worried-about-new-covid-variant- If not worried about Omicron what are they worried about? stockbuilds and SPR releases- If OPEC pauses its increases, will that be seen as a win for Biden?Europe's Energy Crisis Is About To Get Worse As Winter Arriveshttps://gcaptain.com/europes-energy-crisis-is-about-to-get-worse-as-winter-arrives/Special Guest Rory Johnston- Toronto-based commodities analysts, formerly for Scotia Bank- Currently at Price Street and Commodity Context - - Sign up for his substack at: https://commoditycontext.substack.com- Data driven, chart-driven to discuss what analysts look at for the common-man- Where is the oil market right now? oversupplied? under-supplied? - slightly under supplied in a longer-term basis. tremendous amount of inventory flowing out of commercial storage around the world. Competing with new production. The financial is dragging the physical along.- The financial markets are leading the physical markets which can cause big swings- We are already in a speculative-liquidation cycle- Cyclical peak hit back in October- Financial markets think we are tight, for whatever reason, manifesting with tight markets. But we also have slow clearance on physical. Physical signals have been flashing weak from $40 up to $85.- Saudi Arabia's primary concern is long-term demand, long-term prices, price dove within OPEC. Oversupplied markets in 2022 is counting on at least 1 million bpd more coming from US shale patch.- In the past, when prices hit $80, we got over 2 million bpd of production growth. Now we aren't. Not happening yet.- OPEC thinks we need higher prices to test sensitivity of shale. If we don't get 1 million bpd + of production from shale, then it's a deeply undersupplied market.- OPEC+ is like trying to turn an aircraft carrier as opposed to a speed boat- Thinks OPEC will likely stick with the plan, although Black Friday changed the calculus- JP Morgan doesn't think OPEC+ has capacity to increase production by 400,000 bpd more. Can probably increase for another couple of months but some producers will not be able to reach their baselines. Some will. West African producers may have difficulty.- Divergence with natural gas prices in US and Europe.- US natural gas prices went up because big change in US LNG exports - they have grown a lot. Initially LNG exports were a mildly flexible source of demand. good for North American energy security on a long-term basis. But if there was an exceptionally cold winter they could be redirected to domestic use. BUT that won't happen now because LNG export prices are 6 times Henry Hub prices! - LNG market is still pricey, but North American demand looks a little weaker now based on temperature forecasts.- European natural gas inventories are already at a low point and the start of cold weather is hitting them. It would take a lot to see that in North America.

You tell us how you're dealing with rising prices at the pump. With Canadian commodity expert Rory Johnston.

Alan chats with Rory Johnston, founder of the Commodity Context newsletter, managing director at Price Street, about why your home heating bill will likely go up this winter. See omnystudio.com/listener for privacy information.

This week's episode features the return of Scotiabank's Rory Johnston, who speaks with The Northern Miner's Trish Saywell about his outlook for 2020. Topics include commodity prices, the Canada-U.S. Dollar relationship, electric vehicles (EVs) and battery metals, and the Canadian economy. Johnston is a commodity economist covering energy and metal markets for Scotiabank's Economics department. His research includes the Scotiabank Commodity Price Index (a monthly assessment of developments affecting the prices of major Canadian export commodities), contributions to Scotiabank's Global Outlook (the department's flagship quarterly forecast), as well as notes on various topics of interest to the Canadian commodity sector. This episode is sponsored by Nevada Copper. Check them out online: nevadacopper.com/ All this and more with online editor and host Adrian Pocobelli. Music Credits: “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com). Licensed under Creative Commons: By Attribution 4.0 License creativecommons.org/licenses/by/4.0/

This week marks the 150th episode of The Northern Miner Podcast, with new music, a hat tip to previous hosts, and a feature interview by acting editor-in-chief Trish Saywell with Scotiabank commodity economist Rory Johnston on metal prices and the world economy. Also, the latest news on social media and the website with this week's host, online editor Adrian Pocobelli. Photo credit: Codelco. Music Credits: “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com). Licensed under Creative Commons: By Attribution 4.0 License creativecommons.org/licenses/by/4.0/

A new report out from Scotiabank Global Markets says the bar for the government to intervene directly into the energy sector should be a high one and the policy option should only be considered in an effort to prevent extreme value destruction.  Rory Johnston is a commodity economist with Scotia Global Economics and shares his thoughts.

Rory Johnston, Commodity Economist Scotiabank Economics.

This week we're getting a global viewpoint courtesy of Tom Butler, the president and CEO of the International Council on Mining and Metals (ICMM). (13:10) Matt sit downs with Tom in Vancouver during a Vancouver Board of Trade event to chat about some of the big issues and discussions the mining industry is having internationally. We dig into the impact of climate change politics, the new-era of social license, and the potential for social media in mining communications. Meanwhile, we continue our discussions with the financial community about commodity outlooks heading into the new year. Trish Saywell provides a transcript of her discussion with Scotiabank commodity economist Rory Johnston (9:00), which contains more interesting insights on the pending nickel and copper markets. Matt summarizes the recent buzz around Chinese loan markets and the industrial complex, and chats about the major headlines in Glencore's (LON: GLEN) investor update call (hint: think zinc). (6:45) Finally, our Sponsor Spotlight this week features Joe Lombard, the Global Director of Metals at Hatch. (36:45) Joe and Matt chat at the Northern Miner's Progressive Mine Forum in Toronto about innovation and implementation successes and challenges from the viewpoint of a major international engineering supplier. Bonus: Matt rants about press coverage of the BC NDP's Site C decision! Articles referenced: ICMM's Butler: Mining ‘a real agent of change when it comes to alleviating poverty': http://www.northernminer.com/news/icmms-butler-climate-change-politics-industry-challenges/1003792197/ Scotiabank's Rory Johnston: ‘A lot of tailwinds behind the base metals complex': http://www.northernminer.com/commodities-markets/scotiabank-economist-rory-johnstons-outlook-base-bulk-metals/1003792154/ ‘We can use the power of machine learning': PMF roundtable discusses innovation in mining: http://www.northernminer.com/news/pmf-roundtable-discusses-innovation-mining/1003791762/ CRU expects lithium demand to triple between now and 2025: http://www.northernminer.com/commodities-markets/cru-expects-lithium-demand-triple-now-2025/1003792192/ Copper, nickel outlooks dominate LME Week: www.northernminer.com/news/copper-ni…ek/1003791928/ Jeffrey Christian on bitcoin and ‘runaway' gold price: www.northernminer.com/people-in-mini…18/1003791836/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ Music Credits: "Jingle Bells" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/ "Deck the Halls" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/