The Last Ship Out of Hormuz: Why the REAL Supply Shock Is About to Hit | Rory Johnston
Hidden Forces

The Last Ship Out of Hormuz: Why the REAL Supply Shock Is About to Hit | Rory Johnston

2026-04-02
In Episode 474 of Hidden Forces, Demetri Kofinas speaks with commodity economist and energy market analyst Rory Johnston — founder of CommodityContext.com and host of the Oil Ground Up Podcast — about the mechanics and cascading consequences of the Strait of Hormuz closure, now entering its second month, and what the two most plausible resolution scenarios mean for energy prices, regional security, and the global economy. Recorded as part of an ongoing short-form series tracking the US and Israeli military campaign against Iran, the...
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