[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Rory_Johnston Avatar @Rory_Johnston Rory Johnston

Rory Johnston posts on X about china, all the, $50s, canada the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence finance XXXX% countries XXXX% stocks XXXX% travel destinations XXXX%

Social topic influence china #1732, all the 0.38%, $50s #1, canada #663, canadian #189, bessent #194, jon 0.13%, hedging 0.13%, 2x 0.13%, 24 hours XXXX%

Top accounts mentioned or mentioned by @blueflameblues @cdcapman @trend_bullish @vanisleinvestor @deathswap1 @kdubbsy @luv2skipow @tedhall @randomguy5567 @alikhodedov @cooilngas7 @reziemba @vmaxpax @bnnbloomberg @unintendedcons5 @adisurreyenergy @solveexistence @ntrickett16 @roryjohnston @pandrecoenergy

Top Social Posts #

Top posts by engagements in the last XX hours

"A quote to launch a thousand Saudi production capacity conspiracy theory threads"
X Link @Rory_Johnston 2025-10-13T14:16Z 47.9K followers, 8947 engagements

"@Deathswap1 The US market will always be the path of least resistance that's why the US concentration exists in the first place. It would have also been easier to build the Trans Canada Railway (and TC Energy nat gas Mainline) through Chicagobut we did the harder more strategic thing"
X Link @Rory_Johnston 2025-10-08T15:06Z 47.9K followers, XXX engagements

"@hallen_a ActuallyGreat birthday sir"
X Link @Rory_Johnston 2025-10-16T19:25Z 48K followers, XXX engagements

"OPEC cares about oil prices"
X Link @Rory_Johnston 2025-10-15T18:27Z 48K followers, 8291 engagements

"Canadian energy sector lunch and conversation with @cenovus CEO Jon McKenzie at the @CDHoweInstitute"
X Link @Rory_Johnston 2025-10-16T16:40Z 48K followers, 2472 engagements

"@crudechronicle Psh im hedging with antimatter"
X Link @Rory_Johnston 2025-10-14T19:18Z 48K followers, XXX engagements

"Brent crude prompt timespread rallying again prompt backwardation roughly 2x where we ended last week Supply glut looking like it might be delayed another month"
X Link @Rory_Johnston 2025-10-08T16:12Z 48K followers, 10.3K engagements

"Sleep is good and this particular brand of hustle culture is endlessly cringe"
X Link @Rory_Johnston 2025-10-11T18:02Z 47.9K followers, 10.1K engagements

"@CDCapMan @BNNBloomberg It is about price for OPEC"
X Link @Rory_Johnston 2025-10-15T18:26Z 48K followers, XXX engagements

"My OPEC member maximum production capacity estimation methodology advice is pretty simple: Cancel all the paper cuts free all to pump full out take the average of the subsequent track-record quarter and bing bang boom you got yourself a new production baseline In other words:"
X Link @Rory_Johnston 2025-10-15T20:15Z 48K followers, 8110 engagements

"The thing about much slower global oil demand growth is that it takes much longer to grow out of a supply glut. Lower prices help boost that demand growth on the margin but all the heavy lifting is left to supply contraction which means prices that drive that contraction"
X Link @Rory_Johnston 2025-10-11T19:53Z 47.9K followers, 7931 engagements

"🦃🍁 Perfect Thanksgiving weekend hike weather"
X Link @Rory_Johnston 2025-10-12T14:41Z 47.9K followers, 3565 engagements

"And thats just measuring upstream production. Also need to layer on the value of refining (eg +$25+/bbl for diesel) etc. All this is a hard comp though given that oil consumption also facilitates basically all of the rest of the global economy"
X Link @Rory_Johnston 2025-10-14T23:22Z 48K followers, 2514 engagements

"@ShaleTier7 Hear me out"
X Link @Rory_Johnston 2025-10-16T20:08Z 48K followers, XXX engagements

"Why does an obsession with energy insecurity dominate Chinese policymaking Exhibit A:"
X Link @Rory_Johnston 2025-10-06T20:12Z 47.9K followers, 6249 engagements

"Sounds bullish"
X Link @Rory_Johnston 2025-10-14T16:36Z 48K followers, 9871 engagements

"Lesson 1: Rare earths arent actually that rare. Whats rare is the tolerance of the pollution associated with their production and refining"
X Link @Rory_Johnston 2025-10-12T11:39Z 48K followers, 66.3K engagements

"Reconciling tanker tracker estimates"
X Link @Rory_Johnston 2025-10-13T14:23Z 48K followers, 7460 engagements

"it's alarming how many people either can't or otherwise refuse to understand how commodity markets work. spoiler: the VAST majority of Canadian oil exports don't travel by tanker** they get to where they're going by pipe. **also there is no Canadian "tanker fleet""
X Link @Rory_Johnston 2025-10-16T18:23Z 48K followers, 10K engagements

"@Alex92639863 @IEA Market is still positioning for a future surplus. Prompt timespreads remain backwardated. For more on the weird current curve shape:"
X Link @Rory_Johnston 2025-10-14T18:19Z 48K followers, XXX engagements

"when you think you're making Rearden steel but you just raised $5mn for enterprise SaaS bloatware"
X Link @Rory_Johnston 2025-10-14T15:09Z 48K followers, 5134 engagements

"@toiletkingcap @ALikhodedov fwiw I do know you're joking (or you're a big jerk) but it's almost always more fun when I play along"
X Link @Rory_Johnston 2025-10-15T17:48Z 48K followers, XXX engagements

"Brent crude curve as of a month ago week ago and today. Today is the yellow curve at the bottom. Sinking innit"
X Link @Rory_Johnston 2025-10-15T20:16Z 48K followers, 26.4K engagements

"Ive had so many people in my replies today assure me that Trump loves US oil producers and wouldnt want prices in the $50s because that would hurt that part of his base. About that"
X Link @Rory_Johnston 2025-10-10T22:25Z 47.9K followers, 26K engagements

"@COoilngas7 @IEA IEA currently has Q2 2025 build at XXXX MMbpd vs observed stock builds of XXXX MMbpd. Would you be more comfortable with a call of XXX MMbpd surplus Also fwiw over 2022-2024 they note that observed stocks built on average vs IEA estimates of an avg deficit over the period"
X Link @Rory_Johnston 2025-10-14T14:25Z 48K followers, XX engagements

"Well that was a day. Thanks for keeping it fun and informative everyone"
X Link @Rory_Johnston 2025-10-10T21:07Z 48K followers, 3740 engagements

"As part of this new effort I get a fancy stylized author avatar on the Dispatchs website"
X Link @Rory_Johnston 2025-10-16T18:44Z 48K followers, 4958 engagements

"@DiveBomb321 @BlueFlameBlues I wouldn't recommend either to the general audience 😉"
X Link @Rory_Johnston 2025-10-08T19:38Z 47.9K followers, XXX engagements

"Sub-$61 Brent on my birthday You really shouldn't have"
X Link @Rory_Johnston 2025-10-16T18:25Z 48K followers, 12.5K engagements

"Crude up in natty terms"
X Link @Rory_Johnston 2025-10-15T17:14Z 48K followers, 6122 engagements

"@BobertBedford"
X Link @Rory_Johnston 2025-10-15T16:36Z 48K followers, XXX engagements

"One of the issues with using Saudi fiscal breakevens as an oil price target is that the mechanism through which Riyadh can drive the market is its discretionary control over production levels. And hiking production as they're currently doing lowers that per-barrel breakeven $"
X Link @Rory_Johnston 2025-10-08T17:06Z 47.9K followers, 7212 engagements

"Only the front three contracts of the Brent curve remain backwardatedonly even then increasingly less so. We're getting achingly close to outright contango. Be careful out there bulls"
X Link @Rory_Johnston 2025-10-10T13:50Z 47.9K followers, 17.4K engagements

"Someone just Wikipedia-quote reply-guyd me and it felt endearingly quaint"
X Link @Rory_Johnston 2025-10-12T20:05Z 47.9K followers, 4117 engagements

"@K43234815 @BNNBloomberg if interested"
X Link @Rory_Johnston 2025-10-15T17:25Z 48K followers, XX engagements

"@TeddyGambino @VolteFaceInvest SUCH a funny reply Teddy Call and response. For what it's worth: X. I don't put a much stock in the official Saudi line these days but I also generally fade any "we're on the edge of spare capacity panic" talk. X. I think I got 1-2 Not sure how that's relevant"
X Link @Rory_Johnston 2025-10-13T15:38Z 47.9K followers, XXX engagements

"perhaps I just haven't yet had enough coffee but I'm not seeing an obvious headline trigger for this morning's crude selloff"
X Link @Rory_Johnston 2025-10-10T13:25Z 48K followers, 6639 engagements

"People gonna need to start being far more specific with their calls Is the 2026 oil glut not going to happen because: A) demand will grow us out of it B) non-opec output (mostly US) is going to decline faster than expected C) OPEC gonna blink reverse some recent hikes"
X Link @Rory_Johnston 2025-10-15T16:20Z 48K followers, 7253 engagements

"What a tweet to see on the day you turn XX. Nice knowing yall"
X Link @Rory_Johnston 2025-10-16T14:02Z 48K followers, 10.6K engagements

"WTIs Trump 🌮 rally didnt even manage to punch back above $60"
X Link @Rory_Johnston 2025-10-12T23:17Z 48K followers, 17K engagements

"when scam-pumper reply bots forget to tag/QT the account they're pumping and just seem really encouraging about my analytical direction 🍀🌈"
X Link @Rory_Johnston 2025-10-14T17:59Z 48K followers, 4210 engagements

"@vickigo99444376"
X Link @Rory_Johnston 2025-10-13T16:56Z 47.9K followers, XX engagements

"🙌🏻 Cant discuss the IEAs astronomically large global oil market supply glut scenario forecast for 2026 without some aggressive hand-talking. X MMbpd implied surplus XXX BILLION barrel implied stock build. Check out my full @BNNBloomberg interview:"
X Link @Rory_Johnston 2025-10-15T16:56Z 48K followers, 10.3K engagements

"Heads up that Ill be on @BNNBloomberg around 11:30pm ET today talking about the IEAs ever-growing 2026 supply glut forecast"
X Link @Rory_Johnston 2025-10-15T15:04Z 48K followers, 2688 engagements

"Petition to rename oil and gas either: Critical hydrocarbons Or Rare earth liquids Would get the people going"
X Link @Rory_Johnston 2025-04-21T16:59Z 48K followers, 60.9K engagements

"🚨 Trying something new with the @TheDispatch publishing some unpaywalled oil thoughts for a more general audience. Before delving into the deeper debates I wanted to start with a primer on where oil markets stand today and how we got here. Read:"
X Link @Rory_Johnston 2025-10-16T17:07Z 48K followers, 23.1K engagements

"@SenorPetroleum In this house"
X Link @Rory_Johnston 2025-10-15T16:25Z 48K followers, XXX engagements

"Canada's previous Liberal government tried this when they called the federal carbon tax a "fuel charge" or an "excess emissions charge" It didn't work out great for them either"
X Link @Rory_Johnston 2025-10-15T15:54Z 48K followers, 3929 engagements

"crude price floor at $XX. .right"
X Link @Rory_Johnston 2025-10-15T18:55Z 48K followers, 10.8K engagements

"@BlueFlameBlues you've had that profile pic for a while Paul and I hear the gas market ages you quick 😉👴🏻"
X Link @Rory_Johnston 2025-10-16T18:55Z 48K followers, XXX engagements

"Latest Brent CoT data puts us at the lowest net position in the past three months and just above where we hit in April/May"
X Link @Rory_Johnston 2025-10-10T17:43Z 47.9K followers, 10K engagements

"@StephenKalil As I said I spend more time in the data so I'd trust the broadly deteriorating balance estimates across every source that I reconcile myself. Also you know the falling spot price and sinking futures curve on the edge of contango"
X Link @Rory_Johnston 2025-10-14T14:20Z 48K followers, XX engagements

"@BlueFlameBlues @BNNBloomberg Bluey"
X Link @Rory_Johnston 2025-10-15T16:42Z 47.9K followers, XX engagements

"seeing gurus QTing some of this morning's crude carnage charts being like "I'm one of the few to have warned of this" "This" being what many have called the most anticipated oil glut in history C'mon folks"
X Link @Rory_Johnston 2025-10-10T16:59Z 48K followers, 3552 engagements

"@Amaensanchaalma @EnergyPulseHQ 2017 was a long time ago 👀"
X Link @Rory_Johnston 2025-10-15T18:45Z 48K followers, XX engagements

"to pump gasoline is the closest you will ever come to bathing in Jurassic-era plankton"
X Link @Rory_Johnston 2025-10-15T19:03Z 48K followers, 8284 engagements

"ink companies like"
X Link @Rory_Johnston 2025-10-14T17:53Z 48K followers, 9994 engagements

"@lzab1453 this is how we send our crude to China with swagger"
X Link @Rory_Johnston 2025-10-16T19:04Z 48K followers, XXX engagements

"🚨 WTI CRUDE IN THE $50s"
X Link @Rory_Johnston 2025-10-10T13:21Z 48K followers, 56.5K engagements

"Keystone XL has become some weird meta-meme in the place of actual progress in Canada's oil industry. Never built but never fully dead always there when someone needs it"
X Link @Rory_Johnston 2025-10-08T14:41Z 48K followers, 6928 engagements

"🛢 OIL CONTEXT WEEKLY 🛢 📉😱 Crude prices crash to fresh half-year lows and the crude curve is on the edge of outright contango as geopolitical risk wanes and China balks at immediately sopping up emerging supply surplus. (summary below full report in replies)"
X Link @Rory_Johnston 2025-10-10T20:06Z 48K followers, 19.7K engagements

"Also get a sneak peek at my new half-finished (and still mostly empty) bookshelf. One solid free weekend away from the finish line"
X Link @Rory_Johnston 2025-10-15T17:07Z 48K followers, 2009 engagements

"crude gown in gold terms today also dollar terms really in all the terms"
X Link @Rory_Johnston 2025-10-10T17:05Z 47.9K followers, 4589 engagements

"@SuvyBob Absurd but true is where I like to keep my personal brand"
X Link @Rory_Johnston 2025-10-16T17:45Z 48K followers, XX engagements

"@WarMonitor3 mmhmm"
X Link @Rory_Johnston 2025-10-16T18:36Z 48K followers, XXX engagements

"Important to remember when people say that crude in the $50s (or lower) isn't sustainable because that's below the cost of say US production that that's the point. Market needs shale to contract"
X Link @Rory_Johnston 2025-10-10T19:03Z 47.9K followers, 24.6K engagements

"Prompt Dubai crude timespread on the very edge of contango"
X Link @Rory_Johnston 2025-10-15T19:52Z 48K followers, 9498 engagements

"@SenorPetroleum Senor Petroleum all like"
X Link @Rory_Johnston 2025-10-16T18:39Z 48K followers, XX engagements

"Headline quote in the Financial Times calling Keystone XL Canadas zombie pipeline on my birthday. Dreams really do come true guys. 🥳"
X Link @Rory_Johnston 2025-10-16T13:13Z 48K followers, 5961 engagements

"FR I D A Y Y Y"
X Link @Rory_Johnston 2025-10-10T13:12Z 47.9K followers, 12.4K engagements

"Global annual oil consumption worth US$2.5 trillion"
X Link @Rory_Johnston 2025-10-14T23:14Z 48K followers, 11.1K engagements

"**TRUMP: MODI ASSURED ME TODAY INDIA WON'T BUY RUSSIA OIL - BBG"
X Link @Rory_Johnston 2025-10-15T20:30Z 48K followers, 4202 engagements