Rory Johnston focused on the oil-market and shipping implications of the Strait of Hormuz crisis. He discussed how an apparent memorandum of understanding could loosen Iran’s control over the strait, restore shipping toward pre-war levels, and waive tolls temporarily, while retaining Iranian authority 1. In a separate discussion, he argued that prices were underreacting because China had balanced the market more than expected and the link between inventory draws and financial-market panic had weakened 2.
On the record
last 30 daysNo positions on the record in the last 30 days — retweets, links and asides don't count, only a view of their own.
Their output
2 in June 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Erik Townsend 5 mentions
- Chris Berry 1 mention
- Salvatore Mercogliano 1 mention
- Patrick Ceresna 1 mention
- Michael Every 1 mention
See what your own voices say about Rory Johnston, every morning.
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