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# ![@Rory_Johnston Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::94483582.png) @Rory_Johnston Rory Johnston

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

### Engagements: XXXXXX [#](/creator/twitter::94483582/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::94483582/c:line/m:interactions.svg)

- X Week XXXXXXX +66%
- X Month XXXXXXXXX +33%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +46%

### Mentions: XX [#](/creator/twitter::94483582/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::94483582/c:line/m:posts_active.svg)

- X Week XXX +106%
- X Month XXX +9.50%
- X Months XXXXX -XXXX%
- X Year XXXXX +14%

### Followers: XXXXXX [#](/creator/twitter::94483582/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::94483582/c:line/m:followers.svg)

- X Week XXXXXX +0.38%
- X Month XXXXXX +1.50%
- X Months XXXXXX +9%
- X Year XXXXXX +20%

### CreatorRank: XXXXXXX [#](/creator/twitter::94483582/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::94483582/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::94483582/influence)
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**Social category influence**
[finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXX% [travel destinations](/list/travel-destinations)  XXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[crude](/topic/crude) #33, [china](/topic/china) 1.05%, [canada](/topic/canada) 0.7%, [$50s](/topic/$50s) 0.7%, [nat](/topic/nat) 0.35%, [guy who](/topic/guy-who) 0.35%, [$60bbl](/topic/$60bbl) 0.35%, [saudi arabia](/topic/saudi-arabia) 0.35%, [toronto](/topic/toronto) 0.35%, [iran](/topic/iran) XXXX%

**Top accounts mentioned or mentioned by**
[@blueflameblues](/creator/undefined) [@leilanifarms](/creator/undefined) [@cdcapman](/creator/undefined) [@senorpetroleum](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@bnnbloomberg](/creator/undefined) [@trend_bullish](/creator/undefined) [@crudechronicle](/creator/undefined) [@k43234815](/creator/undefined) [@iea](/creator/undefined) [@divebomb321](/creator/undefined) [@vickigo99444376](/creator/undefined) [@cooilngas7](/creator/undefined) [@bobertbedford](/creator/undefined) [@thedispatch](/creator/undefined) [@haroldgrosser72](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@lsv2025](/creator/undefined) [@kdubbsy](/creator/undefined) [@geoffreykarren](/creator/undefined)
### Top Social Posts [#](/creator/twitter::94483582/posts)
---
Top posts by engagements in the last XX hours

"Petition to rename oil and gas either: Critical hydrocarbons Or Rare earth liquids Would get the people going"  
[X Link](https://x.com/Rory_Johnston/status/1914363445572419867) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-04-21T16:59Z 48.1K followers, 61K 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](https://x.com/Rory_Johnston/status/1975940849969082743) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-08T15:06Z 48.1K followers, XXX engagements


"🚨 WTI CRUDE IN THE $50s"  
[X Link](https://x.com/Rory_Johnston/status/1976639229569667432) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-10T13:21Z 48.1K followers, 56.6K 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](https://x.com/Rory_Johnston/status/1976640106439332217) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-10T13:25Z 48.1K followers, 6649 engagements


"Jr Intern watching the crude charts today like"  
[X Link](https://x.com/Rory_Johnston/status/1976736314209997041) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-10T19:47Z 48.1K followers, 3525 engagements


"@TedHall Deep-posting again on main are we"  
[X Link](https://x.com/Rory_Johnston/status/1979164447823249705) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T12:35Z 48.1K followers, XXX engagements


""supply and demand aren't really that important anymore" guy who who doesn't follow supply and demand"  
[X Link](https://x.com/Rory_Johnston/status/1979169746672103858) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T12:56Z 48.1K followers, 3540 engagements


"Say it with me now Friday gonna _____ Brent narrowly avoided the $50s this morning for now"  
[X Link](https://x.com/Rory_Johnston/status/1979170930023608341) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T13:01Z 48.1K followers, 4850 engagements


"Flat Brent crude prices (white) bouncing off the $60/bbl level this morning but prompt timespreads (blue) continue to weaken. Just more than a dime off prompt contango now"  
[X Link](https://x.com/Rory_Johnston/status/1979190881707000309) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T14:20Z 48.1K followers, 3899 engagements


"Curve ain't so smiley anymore"  
[X Link](https://x.com/Rory_Johnston/status/1979190999525048654) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T14:21Z 48.1K followers, 1999 engagements


"*SAUDI ARABIA SEEKS 1-YEAR DELAY TO SHIPPING CARBON TAX DECISION *IMO NATIONS TO VOTE WHETHER TO DELAY SHIP-CARBON TAX DECISION *SHIPPING REGULATOR DELAYS DECISION ON EMISSIONS TAX BY ONE YEAR"  
[X Link](https://x.com/Rory_Johnston/status/1979192716442378306) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T14:28Z 48.1K followers, 2850 engagements


"Toronto vibe check. 🍁🍂"  
[X Link](https://x.com/Rory_Johnston/status/1979202461169492074) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T15:06Z 48.1K followers, 3626 engagements


"the IEA's current "OPEC+ holds steady" implied oil market surplus for next year is large enough that you could lose the entirety of Iran AND Venezuela (POOF) and you'd still have a decent-sized oversupply"  
[X Link](https://x.com/Rory_Johnston/status/1979203447430824316) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T15:10Z 48.1K followers, 4530 engagements


"WTI the only remaining source of prompt timespread strength in the crude complex"  
[X Link](https://x.com/Rory_Johnston/status/1979213125866992070) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T15:49Z 48.1K followers, 11.9K engagements


"Cushing ain't what it used to be but it'll be interesting to see how weak crude structure can get with Cushing tanks still this empty"  
[X Link](https://x.com/Rory_Johnston/status/1979216913352761600) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T16:04Z 48.1K followers, 9337 engagements


"This is a pretty terrible moment for commodities markets to be without CFTC Commitments of Traders data thanks to the shutdown"  
[X Link](https://x.com/Rory_Johnston/status/1979231092256149965) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T17:00Z 48.1K followers, 2207 engagements


"Oil wont go negative again"  
[X Link](https://x.com/Rory_Johnston/status/1979236871969386810) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T17:23Z 48.1K followers, 9557 engagements


"It won't because OPEC will step in first. The question remains at what price exactly"  
[X Link](https://x.com/Rory_Johnston/status/1979237608304553999) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T17:26Z 48.1K followers, 2229 engagements


"hard to be super confident without CFTC data but ICE positioning data shows managed money position in Brent at its lowest level since Liberation Day selloff If WTI similarly short this will need to rationalize before we really truly begin to see crude prices durably pull back"  
[X Link](https://x.com/Rory_Johnston/status/1979245233255657608) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T17:56Z 48.1K followers, 5092 engagements


"Also interesting to note that unlike Liberation Day which was largely driven by a reduction in gross length this episode is being equally driven by a build-up of speculative shorts"  
[X Link](https://x.com/Rory_Johnston/status/1979250423753060714) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T18:17Z 48.1K followers, 2030 engagements


"stealth undetectable"  
[X Link](https://x.com/Rory_Johnston/status/1979251107013484755) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T18:20Z 48.1K followers, 9121 engagements


"@RyanSte16360583 Encourage you to watch this segment because I explain exactly thatthey *dont* expect that"  
[X Link](https://x.com/Rory_Johnston/status/1979316184836379027) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T22:38Z 48.1K followers, XXX engagements


"@HedgeDirty Trying to imagine a Galts Gulch in which the denizens arent industrialists but rather attention brokers who just abandoned their primary feedstock"  
[X Link](https://x.com/Rory_Johnston/status/1979581214085558288) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-18T16:11Z 48.1K followers, XXX 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](https://x.com/Rory_Johnston/status/1978870414949400611) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-16T17:07Z 48.1K followers, 35.9K engagements


"@rockcreekfreak @ShaleTier7 @GoldForecast"  
[X Link](https://x.com/Rory_Johnston/status/1980411100387807279) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-20T23:09Z 48.1K followers, XXX engagements


"Brent crude just more than a dime off prompt contango"  
[X Link](https://x.com/Rory_Johnston/status/1980416668976451651) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-20T23:31Z 48.1K followers, 5366 engagements


"so contango is when the market says the price is going to go up in the future"  
[X Link](https://x.com/Rory_Johnston/status/1980417271509180914) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-20T23:34Z 48.1K followers, 27.6K 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](https://x.com/Rory_Johnston/status/1976694112104448057) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-10T16:59Z 48.1K followers, 3563 engagements


"crude gown in gold terms today also dollar terms really in all the terms"  
[X Link](https://x.com/Rory_Johnston/status/1976695575518052664) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-10T17:05Z 48.1K followers, 4597 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](https://x.com/Rory_Johnston/status/1976741070341128614) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-10T20:06Z 48.1K followers, 19.7K engagements


"WTIs Trump 🌮 rally didnt even manage to punch back above $60"  
[X Link](https://x.com/Rory_Johnston/status/1977513933172068759) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-12T23:17Z 48.1K followers, 17K 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](https://x.com/Rory_Johnston/status/1978496208390815853) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-15T16:20Z 48.1K followers, 7319 engagements


"@CDCapMan @BNNBloomberg It is about price for OPEC"  
[X Link](https://x.com/Rory_Johnston/status/1978527925092732948) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-15T18:26Z 48.1K followers, XXX engagements


"crude price floor at $XX. .right"  
[X Link](https://x.com/Rory_Johnston/status/1978535263409230013) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-15T18:55Z 48.1K followers, 10.9K engagements


"Prompt Dubai crude timespread on the very edge of contango"  
[X Link](https://x.com/Rory_Johnston/status/1978549672139440466) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-15T19:52Z 48.1K followers, 9723 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](https://x.com/Rory_Johnston/status/1978555575966281750) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-15T20:16Z 48.1K followers, 27.9K engagements


"Full piece here: US and Canada weigh revival of zombie Keystone XL pipeline in trade talks"  
[X Link](https://x.com/Rory_Johnston/status/1978811786871595184) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-16T13:14Z 48.1K followers, 2587 engagements


"Sub-$61 Brent on my birthday You *really* shouldn't have"  
[X Link](https://x.com/Rory_Johnston/status/1978890133827949007) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-16T18:25Z 48.1K followers, 19K engagements


"Brent crude getting awwwwfully close to prompt contango. Less than 20c/bbl to the BIG C"  
[X Link](https://x.com/Rory_Johnston/status/1979143134496932337) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T11:11Z 48.1K followers, 8794 engagements


"crude down but gasoline cracks rallying"  
[X Link](https://x.com/Rory_Johnston/status/1979187467786883167) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T14:07Z 48.1K followers, 9600 engagements


"Really interesting Iranian shadow fleet details"  
[X Link](https://x.com/Rory_Johnston/status/1979260149995835634) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T18:56Z 48.1K followers, 3854 engagements


"Every Friday I analyze developments in flat crude prices timespreads inventories refined products and positioning data as well as a taste of the themes Ive been thinking about or following closely. Subscribe and check it out:"  
[X Link](https://x.com/Rory_Johnston/status/1979284451247915346) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T20:32Z 48.1K followers, 4183 engagements


"Oh you must be new to the Collapsing Oil Price Emotions (COPE) cycle"  
[X Link](https://x.com/Rory_Johnston/status/1979587577155096620) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-18T16:37Z 48.1K followers, 5546 engagements


"@danielapilcoj15 Backwardation isnt bearish it reflects tight (ie bullish) S/D balances at a given moment in time. The steadily weakening backwardation weve experienced over the past few years reflected a tight market that then loosenedand now likely shifting into surplus hence contango"  
[X Link](https://x.com/Rory_Johnston/status/1980477693822124184) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-21T03:34Z 48.1K followers, XXX engagements


"🚨 NEW POST 🚨 Canadian Barrel Goes Further Global TMX has shifted Canadian crude flows west entrenched China as Canadas second-largest crude export market and rerouted flows away from recent growth markets like USGC refineries and re-exports. (Link to pull post below)"  
[X Link](https://x.com/Rory_Johnston/status/1961070169582621070) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-08-28T14:15Z 48.1K followers, 29.5K 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](https://x.com/Rory_Johnston/status/1978505233970921664) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-15T16:56Z 48.1K followers, 13.1K engagements


"Hey Schlumberger at what price does said rebalancing occur in 2026"  
[X Link](https://x.com/Rory_Johnston/status/1979193112745410701) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T14:29Z 48.1K followers, 4740 engagements


"Brent crude currently heading it's lowest weekly price close since February 2021. Remember February 2021"  
[X Link](https://x.com/Rory_Johnston/status/1979229173420790150) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T16:53Z 48.1K followers, 11.9K engagements


"IEA oil head spooky summarized 👻"  
[X Link](https://x.com/Rory_Johnston/status/1979554750157795370) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-18T14:26Z 48.1K followers, 32.8K engagements


"Is there a worse adoption pace comparison"  
[X Link](https://x.com/Rory_Johnston/status/1979598031814046048) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-18T17:18Z 48.1K followers, 6048 engagements


"Question for the people who think that OPEC doesnt care about prices. What was late-2022 through early-2025 about then"  
[X Link](https://x.com/Rory_Johnston/status/1979962092426784931) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-19T17:25Z 48.1K followers, 6235 engagements


"🎙 NEW PODCAST 🎧 In the latest episode of Oil Ground Up I spoke with @crudechronicle about the historical oil market stretches that best rhyme with our current brouhaha and what labour market indicators are telling us about the US oil patch. It was DOPE 😉 link in reply"  
[X Link](https://x.com/Rory_Johnston/status/1977062253938491793) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-11T17:22Z 48.1K followers, 33.8K engagements


"🛢 OIL CONTEXT WEEKLY 🛢 📉💀 Crude prices fall the curve sinks deeper toward full contango and forward oversupply estimates grow while speculative selling pressure intensifies. Check out the summary below and the full report in the replies"  
[X Link](https://x.com/Rory_Johnston/status/1979280082582568992) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-17T20:15Z 48.1K followers, 18.4K engagements


"What is OPEC+s real pain threshold the crude price at which theyll either stop hikingor begin outright cuttingproduction Select the closest price to your OPEC+ pain point assumption:"  
[X Link](https://x.com/Rory_Johnston/status/1979562124293849135) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-18T14:56Z 48.1K followers, 14.5K engagements


"People generally think that OPECs price pain point is either 1) higher than lower or 2) doesnt exist"  
[X Link](https://x.com/Rory_Johnston/status/1979691904779555003) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-18T23:31Z 48.1K followers, 9994 engagements


"Ukraine helping with that OPEC quota slippage"  
[X Link](https://x.com/Rory_Johnston/status/1979930870321467814) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-19T15:21Z 48.1K followers, 13.5K engagements


"@ArganeBleu And now"  
[X Link](https://x.com/Rory_Johnston/status/1979963689621930079) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-19T17:31Z 48.1K followers, XXX engagements


"📅 Attention Ottawa Oil Watchers: I'll be in our nation's capital between October 27-29. If you're interested in talking oil politics or policy over a coffee or a drink drop me a line. My DMs are open or reply to any Commodity Context email"  
[X Link](https://x.com/Rory_Johnston/status/1980287385049927938) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-20T14:57Z 48.1K followers, 3460 engagements


"@anotherbearcap That'll be a solid one. I personally can't wait to watch the OG Casper with them"  
[X Link](https://x.com/Rory_Johnston/status/1980636937426985367) [@Rory_Johnston](/creator/x/Rory_Johnston) 2025-10-21T14:06Z 48.1K followers, XX engagements