Rory Johnston discussed how the ceasefire and Hormuz tensions were reshaping oil-market risk, including the distinction between flat-price moves, term structure and future-glut fears 1. He also examined Iran’s contested control over the Strait of Hormuz, arguing that the conflict had shifted into a fragile, Cold War-like standoff rather than ended outright 3. As host, he questioned guests about market volatility mechanics, competing visions for Hormuz governance and the status of negotiations 12.
On the record
last 31 daysNo positions on the record in the last 31 days — retweets, links and asides don't count, only a view of their own.
Their output
3 in July 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
- Jeffrey Currie ++ 1 mention
- Jeff Curry 1 mention
- Gregory Brew 1 mention
- Chris Berry 1 mention
- Masil Bagnan 1 mention
- Erik Townsend 1 mention
- Patrick Ceresna 1 mention
See what your own voices say about Rory Johnston, every morning.
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