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/
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MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
MacroVoices #413 Darius Dale: Still Bullish
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
MacroVoices #409 Mark Nelson: All Things Nuclear Energy
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