Rory Johnston Predictions
Commodity Market Research Specialist, Oil and Gas; Founder of Commodity Context
Track Rory Johnston's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
3 forecasts 3 pending
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3 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Rory Johnston Oil Middle East oil supply will continue tightening as tanker availability constrains Gulf loadings in the near term Palisade Radio 2026-07-17 2026-10-15 pending
See quote
[9:34] supply is tightening aggressively again... we have seen a rollover in the transits through Hormuz... Now they are back below the pace of new loadings in the Gulf and will eventually create that binding constraint.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
Rory Johnston Oil The US Strategic Petroleum Reserve will fall to around 282 million barrels by end of 2026 Palisade Radio 2026-07-17 2026-12-31 pending
See quote
[26:55] we're still drawing down you know five plus million barrels a week. Um that is going to continue. And for for the record, the latest forecast from the uh the EIA, the energy information administration... it has a forecast for the SPR fill and that falls to around 282 million barrels a day this year
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
Rory Johnston Oil China's oil imports will begin to rebound over the next few weeks to months from current all-time lows Palisade Radio 2026-07-17 2026-10-15 pending
See quote
[10:33] the volume of exports that are signaling China as their end destination have begun to rebound. So that's your kind of leading indicator of what will be imported in China in the span of the next couple weeks or months.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.