Rory Johnston: Hormuz, China's Play, Russia's Pain, & UAE Leaving OPEC

This is a free preview of a paid episode. To hear more, visit geopoliticsandempire.substack.com*The audio version of this podcast episode is available ad-free to Paid Subscribers on Substack (also on Spotify via Substack integration); or on Apple Subscriptions/Supercast for $4.99 a month/$49.99 a year. The free audio version with ads is available via the Spreaker link below or on any podcast player. You can watch the free video version via any of the links below.Oil market expert Rory Johnston provides a comprehensive analysis of the current global energy landscape and recent supply disruptions. He examines the Strait of Hormuz crisis, the impact of Ukrainian drone strikes on Russian refineries, and the surprising resilience of the market due to China’s massive reduction in crude imports. The discussion explores potential geopolitical shifts, such as the UAE’s departure from OPEC and Iran’s attempts to control vital shipping lanes. Ultimately, Johnston highlights a transition toward a more interventionist era where nations must prioritize energy sovereignty and infrastructure diversification to survive future shocks.Escape the Technocracy Live Workshop (w/ Geopolitics & Empire)! https://escapethetechnocracy.com/product-escape-the-technocracy-live-workshop-season-2Listen/Download on SpreakerWatch on BitChute / Brighteon / Odysee / Rumble / YouTube*Support Geopolitics & Empire!Become a Member Donate https://geopoliticsandempire.com/donationsConsult https://geopoliticsandempire.com/consultation**Listen Ad-Free for $4.99 a Month or $49.99 a Year!Apple Subscriptions Supercast https://geopoliticsandempire.supercast.com***Visit Our Affiliates & Sponsors!Above Phone https://abovephone.com/?above=geopoliticsAmerican Gold Exchange https://www.amergold.com/geopoliticsEscape The Technocracy (15% off w/ GEOPOLITICS!) https://escapethetechnocracy.com/geopoliticsExpat Money (FREE “WW3 Plan-B” Report!) https://expatmoney.com/geopoliticsPassVult https://passvult.comSociatates Civis https://societates-civis.comStartMail https://www.startmail.com/partner/?ref=ngu4nzrWise Wolf Gold https://www.wolfpack.gold/?ref=geopoliticsWebsitesCommodity Context X https://x.com/Rory_JohnstonOil Ground Up Podcast About Rory JohnstonRory 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, host of the Oil Ground Up podcast, 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.He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. His views are regularly quoted in major international media including the Financial Times, New York Times, Wall Street Journal, Bloomberg News, Reuters, BNN Bloomberg, CBC, and Financial Post, and he frequently appears on numerous market and industry podcasts (e.g., Bloomberg’s Odd Lots, Hidden Forces, etc.).Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank where he set the bank’s energy and metals price forecasts, advised the bank’s executives and clients, and sat on the bank’s senior credit committee for commodity-exposed sectors.*Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)