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

Rory Johnston posts on X about china, canada, stocks, market the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::94483582/interactions)
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- [--] Week [-------] +63%
- [--] Month [-------] -72%
- [--] Months [---------] -39%
- [--] Year [----------] -17%

### Mentions: [--] [#](/creator/twitter::94483582/posts_active)
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- [--] Month [--] -54%
- [--] Months [-----] +13%
- [--] Year [-----] -28%

### Followers: [------] [#](/creator/twitter::94483582/followers)
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- [--] Week [------] +0.15%
- [--] Month [------] +1.20%
- [--] Months [------] +9%
- [--] Year [------] +20%

### CreatorRank: [-------] [#](/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

**Social category influence**
[finance](/list/finance)  13.67% [countries](/list/countries)  10.07% [travel destinations](/list/travel-destinations)  2.16% [stocks](/list/stocks)  2.16% [currencies](/list/currencies)  0.72% [technology brands](/list/technology-brands)  0.72% [cryptocurrencies](/list/cryptocurrencies)  0.72%

**Social topic influence**
[china](/topic/china) 4.32%, [canada](/topic/canada) 2.88%, [stocks](/topic/stocks) 2.16%, [market](/topic/market) 2.16%, [ai](/topic/ai) 2.16%, [$50s](/topic/$50s) 2.16%, [link](/topic/link) 1.44%, [oil](/topic/oil) 1.44%, [crude](/topic/crude) 1.44%, [iran](/topic/iran) 1.44%

**Top accounts mentioned or mentioned by**
[@rusoilgasexpert](/creator/undefined) [@unintendedcons5](/creator/undefined) [@blueflameblues](/creator/undefined) [@bnnbloomberg](/creator/undefined) [@senorpetroleum](/creator/undefined) [@oilcfd](/creator/undefined) [@stevemccaff](/creator/undefined) [@apickledherring](/creator/undefined) [@iea](/creator/undefined) [@roryjohnston](/creator/undefined) [@thedispatch](/creator/undefined) [@jmichaelparty](/creator/undefined) [@staunovo](/creator/undefined) [@vkmacro](/creator/undefined) [@davidstaplesyeg](/creator/undefined) [@tylerpager](/creator/undefined) [@iefdialogue](/creator/undefined) [@dain57775](/creator/undefined) [@davehcontrarian](/creator/undefined) [@darrellsto67629](/creator/undefined)

**Top assets mentioned**
[Enbridge, Inc (ENB)](/topic/$enb) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"📊 NEW OPEC DATA 📊 Official OPEC+ quota-bound production fell again in January given more bad luck in Kazakhstan though even with this decline a mountain of Kazakh quota overproduction debt remains. Link to full report in reply"  
[X Link](https://x.com/Rory_Johnston/status/2021966271944773650)  2026-02-12T15:15Z 51K followers, [----] engagements


"FR I D A Y Y Y"  
[X Link](https://x.com/Rory_Johnston/status/1976636919082848344)  2025-10-10T13:12Z 50.9K followers, 12.5K engagements


"The Trump oil exec meeting was unsurprisingly a nothingburger. Only [--] real relevant details to my ear: - "China can buy all the oil they want from us" ("US" being the US selling Venezuelan crude) runs against prior comments on cutting off China - "security guarantee" 🤷🏻♂"  
[X Link](https://x.com/Rory_Johnston/status/2009732922408882429)  2026-01-09T21:04Z 51K followers, 33.8K engagements


"if folks are still worried about Iran why is Dubai crude term structure weakening again"  
[X Link](https://x.com/Rory_Johnston/status/2014779760128233867)  2026-01-23T19:18Z 50.9K followers, 12.4K engagements


"CPC terminal outage was one of the oil market's primary *realized* supply lossessupporting prices and especially Brent term structureand is finally over (mostly) Terminal remains v vulnerable with no backup mooring (SPM-2 got drone'd) And Tengiz still throttled due to fire CPC back on line. 2nd tanker loading since Sunday https://t.co/z8HrH5VDH7 CPC back on line. 2nd tanker loading since Sunday https://t.co/z8HrH5VDH7"  
[X Link](https://x.com/Rory_Johnston/status/2016202413900808316)  2026-01-27T17:31Z 50.9K followers, [----] engagements


"We hear a lot about IEA/EIA vs OPEC on oil market demand data but there's much more than demand that divides the major agency balances. Check out that gap on non-OPEC+ supply growthfor LAST YEAR. OPEC data still missing the acceleration in non-OPEC+ Americas supply growth"  
[X Link](https://x.com/Rory_Johnston/status/2016227074030047520)  2026-01-27T19:09Z 50.9K followers, [----] engagements


"My science/engineering obsessed 5-year-old has recently gotten really into Myth Busters and this parenting thing just keeps getting better and better"  
[X Link](https://x.com/Rory_Johnston/status/2016276555274584114)  2026-01-27T22:26Z 50.9K followers, [----] engagements


"🚨 NEW POST 🚨 Barreling Ahead: Realizingor DenyingThe Glut The oil market in [----] ended up much looser than anyone expected by the IEA/EIA/OPEC and expectations for [----] balances are beginning to tighten after nearly a year of ever-weaker outlooks. Full report in reply"  
[X Link](https://x.com/Rory_Johnston/status/2016876647320793547)  2026-01-29T14:10Z 50.9K followers, 11.4K engagements


"🛢 OIL CONTEXT WEEKLY 🛢 📈📈 Crude prices rocketed to their highest level since last July on the combination of still-heightened Iran risk and the background energy of frothy commodity market sentiment and a plunging US dollar. Summary below full report in reply"  
[X Link](https://x.com/Rory_Johnston/status/2017352221025804539)  2026-01-30T21:40Z 50.9K followers, [----] engagements


"**OPEC+ CONFIRMED ITS PLAN TO KEEP OIL OUTPUT STEADY IN MARCH: BBG"  
[X Link](https://x.com/Rory_Johnston/status/2017970689278406719)  2026-02-01T14:37Z 50.9K followers, [----] engagements


"😲 API reports US crude stocks fell [-----] MMbbl last week Gasoline +4.7 MMbbl Distillate [----] MMbbl"  
[X Link](https://x.com/Rory_Johnston/status/2018804233135591816)  2026-02-03T21:50Z 50.9K followers, 12.4K engagements


"Wow that LLM just took care of that really messy data cleaning exercise in a few minutes that would have taken me a few hours of manual data grubbing. . . . oh it's all wrong"  
[X Link](https://x.com/Rory_Johnston/status/2019054654001230163)  2026-02-04T14:25Z 50.9K followers, [----] engagements


"Cool map from Bloomberg showing how shipping times to Shanghai compare across North Americas west coastwith a focus on Prince Ruperts competitive geography for shipping crude to China"  
[X Link](https://x.com/Rory_Johnston/status/2019550585192865839)  2026-02-05T23:15Z 50.9K followers, [----] engagements


"US crude production FALLS in November from October's all-time high. First month in a half-year without a fresh all-time high crude production level. Would also make my loose call for an October peak following the post-Liberation Day oilfield activity collapse look real good. US crude production fell to 13.782mbpd in November from 13.864mbpd (revised from 13.870) in October and below the STEO forecast of 13.895mbpd - EIA #OOTT US crude production fell to 13.782mbpd in November from 13.864mbpd (revised from 13.870) in October and below the STEO forecast of 13.895mbpd - EIA #OOTT"  
[X Link](https://x.com/Rory_Johnston/status/2019839138422460542)  2026-02-06T18:22Z 51K followers, [----] engagements


"Fwiw that October peak call was basically just a 6-month lag from the April Liberation Day collapse in prices (and very quickly thereafter rigs)"  
[X Link](https://x.com/Rory_Johnston/status/2019839889337123239)  2026-02-06T18:25Z 51K followers, [----] engagements


"Latest EIA data confirms October high-water mark for US crude production. Still too early to declare shale in retreat but this is pretty aligned with what we would have expected coming out of sharp April [----] price rout. Important to remember that prices and rig counts didnt proper collapse until April. We probably wont really begin to see that bite on production until Octoberstill plenty of time. If youre already panicking youve prematurely listened to people who said wed already peaked Important to remember that prices and rig counts didnt proper collapse until April. We probably wont"  
[X Link](https://x.com/Rory_Johnston/status/2019844109197013172)  2026-02-06T18:42Z 51K followers, [----] engagements


"Brent curve is still currently backwardated out through summer 2027"  
[X Link](https://x.com/Rory_Johnston/status/2019851965602377898)  2026-02-06T19:13Z 51K followers, [----] engagements


"This was of course the status quo before Moscow invaded Crimeaand then the rest of Ukraine. The Kremlin pitched the WH on peace through business. Russia has so many vast resources vast expanses of land Witkoff told The WSJ. hopes that Russia Ukraine and America would all become business partners." https://t.co/g2PX0d3FRM The Kremlin pitched the WH on peace through business. Russia has so many vast resources vast expanses of land Witkoff told The WSJ. hopes that Russia Ukraine and America would all become business partners." https://t.co/g2PX0d3FRM"  
[X Link](https://x.com/Rory_Johnston/status/2020560678054940917)  2026-02-08T18:09Z 51K followers, [----] engagements


"@OilCfd @VKMacro I see teapots down [---] kt and SOEs up [----] kt"  
[X Link](https://x.com/Rory_Johnston/status/2021252339974230375)  2026-02-10T15:58Z 51K followers, [---] engagements


"People love adding value through refining but [--]. refineries are really expensive & margins meh [--]. capital could be used to build more upstream production or pipelines to bolster market access [--]. we typically add more value in the production of crude oil than we do refining it Some interesting new major oil & gas project support polling in @DavidStaplesYEG latest column but so immensely frustrating that more refineries continues to poll best of all In reality *new* refineries are at the very VERY bottom of the barrel of Canadas oil and gas needs https://t.co/X7vjtWGHxL Some interesting new"  
[X Link](https://x.com/Rory_Johnston/status/1904574794944643271)  2025-03-25T16:43Z 51K followers, 15.5K engagements


"ONE. MORE. TIME. OIL FUTURES EXTEND GAINS U.S. AND BRENT CRUDE PRICES UP OVER $1 ON NEWS U.S. MILITARY SHOT DOWN AN IRANIAN DRONE THAT APPROACHED U.S. NAVY AIRCRAFT CARRIER OIL FUTURES EXTEND GAINS U.S. AND BRENT CRUDE PRICES UP OVER $1 ON NEWS U.S. MILITARY SHOT DOWN AN IRANIAN DRONE THAT APPROACHED U.S. NAVY AIRCRAFT CARRIER"  
[X Link](https://x.com/Rory_Johnston/status/2018736237725761772)  2026-02-03T17:20Z 51K followers, 12.5K engagements


"The Brent (white) and WTI (blue) futures curves are telling rhyming but importantly different stories right now Both have a backwardated front depressed belly into contango past [----] But Brent curve seeing steepening prompt backwardation (70c/bbl now) while WTI weakening (20c)"  
[X Link](https://x.com/Rory_Johnston/status/2021245483365052838)  2026-02-10T15:30Z 51K followers, [----] engagements


"Prompting a diplomatic flare-up to protect the toll revenue of the **Ambassador** Bridge is a bit on the nose. SCOOP: Detroit Billionaire Owner of Ambassador Bridge Lobbied Administration Met With Howard Lutnick Monday Hours Before Trump Lambasted New Detroit-Michigan Gordie Howe Bridge w/ @tylerpager #cdnpoli https://t.co/A1JpN7GgU0 SCOOP: Detroit Billionaire Owner of Ambassador Bridge Lobbied Administration Met With Howard Lutnick Monday Hours Before Trump Lambasted New Detroit-Michigan Gordie Howe Bridge w/ @tylerpager #cdnpoli https://t.co/A1JpN7GgU0"  
[X Link](https://x.com/Rory_Johnston/status/2021361767390281728)  2026-02-10T23:12Z 51K followers, [----] engagements


"Dont get me wrong: asking a chatbot for help debugging or optimizing a specific aspect of my code has been **amazing** so much better than hours reading forums. But I still know where everything happens in my system and I need to know because Im responsible for the output"  
[X Link](https://x.com/Rory_Johnston/status/2021975770382708778)  2026-02-12T15:52Z 51K followers, [----] engagements


"Checking in on Russian crude exports to Europe via the Druzhba pipeline"  
[X Link](https://x.com/Rory_Johnston/status/2021784800017695228)  2026-02-12T03:13Z 51K followers, [----] engagements


"And maintenance 💀 Vibe coding a prototype is awesome But it seems deeply fraught to end up in a situation where you *need* those AI models to maintain literally anything about your core system as it just builds new ad-hoc workarounds and you end up with a 100k line code base"  
[X Link](https://x.com/Rory_Johnston/status/2021976702390612304)  2026-02-12T15:56Z 51K followers, [----] engagements


"This is the much better long-post about that *other* AI long-post. "The market for feeling productive is orders of magnitude larger than the market for being productive. Most people most of the time want to click and watch the number go up." https://t.co/bDCdltFo0A https://t.co/bDCdltFo0A"  
[X Link](https://x.com/Rory_Johnston/status/2021978624560185795)  2026-02-12T16:04Z 51K followers, [----] engagements


"Again Ill say: Virtually anything is physically *possible* in the oil market. Far fewer things are economically viable let alone profitable. This is a nonsense take. Another argument could be made and this is more geopolitics and speculation that the Venezuelan oil can fully offset Canadian oilnumerically and by quality grade. Its exactly the same number. So at the peak they can produce about [--] million barrels per day. Thats what we https://t.co/52WRNfzguf Another argument could be made and this is more geopolitics and speculation that the Venezuelan oil can fully offset Canadian"  
[X Link](https://x.com/Rory_Johnston/status/2022069011987775745)  2026-02-12T22:03Z 51K followers, 21.1K engagements


"OPEC's policy disposition has shifted from bullish price support to glut-chicken"  
[X Link](https://x.com/Rory_Johnston/status/2022311159899066451)  2026-02-13T14:05Z 51K followers, [----] engagements


"Im reasonably confident that one of these forecasts will prove correct. CHART OF THE DAY: By [----] the world will be consuming lots of oil or almost nothing. The annual @IEF_Dialogue review of all the major energy scenarios shows that the high and low points for oil demand in [-----] are apart by 119m b/d more than today's consumption. Go figure https://t.co/nfDZAcYEKc CHART OF THE DAY: By [----] the world will be consuming lots of oil or almost nothing. The annual @IEF_Dialogue review of all the major energy scenarios shows that the high and low points for oil demand in [-----] are apart by 119m"  
[X Link](https://x.com/Rory_Johnston/status/2019052220969324681)  2026-02-04T14:15Z 51K followers, 19.7K engagements


"China will ban Stanley Cups in Canada"  
[X Link](https://x.com/Rory_Johnston/status/2021021360655671662)  2026-02-10T00:40Z 51K followers, [----] engagements


"they're gonna do protein coke Coca-Cola's incoming CEO seeks faster innovation as low-sugar weight-loss trends grow https://t.co/izHrHLAv4P https://t.co/izHrHLAv4P Coca-Cola's incoming CEO seeks faster innovation as low-sugar weight-loss trends grow https://t.co/izHrHLAv4P https://t.co/izHrHLAv4P"  
[X Link](https://x.com/Rory_Johnston/status/2021322532268523666)  2026-02-10T20:37Z 51K followers, [----] engagements


"This is very cool Might have to try something with some of the oil/geopol contract data 🤓 what can i do with this data make sick visualizations perform deep data analysis contribute to prediction market research . https://t.co/a84E1B2T8r what can i do with this data make sick visualizations perform deep data analysis contribute to prediction market research . https://t.co/a84E1B2T8r"  
[X Link](https://x.com/Rory_Johnston/status/2021373352313585839)  2026-02-10T23:58Z 51K followers, [----] engagements


"🛢 OIL CONTEXT WEEKLY 🛢 📉📉📈Crude prices fell back sharply from last weeks Iran-related rally before recovering roughly half those losses; meanwhile pressure continues to mount on Russian supplies amidst US-India trade deal. Summary below link to full report in reply"  
[X Link](https://x.com/Rory_Johnston/status/2019886467036913859)  2026-02-06T21:30Z 51K followers, [----] engagements


"US refinery heavy crude sourcing from Canada (red) vs Venezuela (pink) compared to refinery capacity (blue) [----] on the left [----] on the right"  
[X Link](https://x.com/Rory_Johnston/status/2021282431567819020)  2026-02-10T17:57Z 51K followers, 23.9K engagements


"Ill be in Calgary in early March for a discussion hosted by the Canadian Heavy Oil Association about what recent developments in Venezuela mean for Canadas oil industry. Join us And drop me a line if you want to grab a coffee/bite/something stronger and talk oil"  
[X Link](https://x.com/Rory_Johnston/status/2021745492879667560)  2026-02-12T00:37Z 51K followers, [----] engagements


"This is what I find most frustrating about the current AI vibe. Lotta building even more complexity little concern for grasp/control/real understanding. Great for fun apps but for a real long-run business I dont love the idea of not fully understanding how my systems work bro just use my custom built agentic workflow it has aliases for worktrees its an orchestrator for agents you just need to memorize this [--] easy commands check out this readme its [---] words with [---] emojis https://t.co/yM77EiqlQh bro just use my custom built agentic workflow it has aliases for worktrees its an orchestrator"  
[X Link](https://x.com/Rory_Johnston/status/2021975268345491485)  2026-02-12T15:50Z 51K followers, [----] engagements


"IEA roughly doubled China's [----] petroleum product demand estimate in its latest report rejoining the IEA/OPEC around the [---] kbpd mark. Also upgraded [----] with all [--] agencies holding expecting the same [---] kbpd growth this year. That's weakbut it's still growth"  
[X Link](https://x.com/Rory_Johnston/status/2022027144222929313)  2026-02-12T19:16Z 51K followers, [----] engagements


"Can't help but notice who ISN'T on this list of companies who just gained access to invest and operate in Venezuelan upstream"  
[X Link](https://x.com/Rory_Johnston/status/2022381658486509839)  2026-02-13T18:45Z 51K followers, 14.3K engagements


"@stevemccaff we appreciate your efforts steve 🫡"  
[X Link](https://x.com/Rory_Johnston/status/1973435627334148424)  2025-10-01T17:11Z 47.6K followers, [---] engagements


"oh fun we're back to monthly OPEC+ compensation cut schedule updates"  
[X Link](https://x.com/Rory_Johnston/status/1973443600655794265)  2025-10-01T17:43Z 47.6K followers, [----] engagements


"Kazakhstan's commitment still looking entirely reasonable and not at all ridiculous"  
[X Link](https://x.com/Rory_Johnston/status/1973443983331434738)  2025-10-01T17:44Z 47.6K followers, [----] engagements


"👀 "The Alberta government plans to head up an application for a new oil pipeline to the B.C. coast leveraging the expertise of Enbridge Inc. South Bow Corp. and Trans Mountain Corp. to help develop the plan according to three sources." Alberta plans to backstop pitch for new oil pipeline #ableg #cdnpoli https://t.co/W9F8lvOLXO https://t.co/qsoMHSxKG9 Alberta plans to backstop pitch for new oil pipeline #ableg #cdnpoli https://t.co/W9F8lvOLXO https://t.co/qsoMHSxKG9"  
[X Link](https://x.com/Rory_Johnston/status/1973445151956804000)  2025-10-01T17:49Z 47.9K followers, 22.6K engagements


"@apickledherring @UnintendedCons5 Products are certainly longer than crude though with smaller comparative volumes. Looking at [--] crude contracts + [--] disty + rbob gasoline longs are high but so are shortsnet is elevated vs trailing quarter middle of trailing year"  
[X Link](https://x.com/Rory_Johnston/status/1973746098302026093)  2025-10-02T13:45Z 47.6K followers, [---] engagements


"@apickledherring @UnintendedCons5 Crude remains pretty darn short though. There's a reasonable arg to include refined products bc those product longs are likely paired with crude shorts but imho that'd still be putting pressure on current realized crude. How do you treat them differently @UnintendedCons5"  
[X Link](https://x.com/Rory_Johnston/status/1973746873531006984)  2025-10-02T13:48Z 47.6K followers, [---] engagements


"@dain57775 There is typically more economic value added by producing a barrel of bitumen (which goes from worthless to currently $50/bbl) than there is refining that barrel into a finished product (where you'd only pocket the refining margin)"  
[X Link](https://x.com/Rory_Johnston/status/1974129147405550063)  2025-10-03T15:07Z 47.6K followers, [---] engagements


"Crude (white) and equities (SPY blue) travelling in opposite directions over the past two weeks"  
[X Link](https://x.com/Rory_Johnston/status/1974156146794807593)  2025-10-03T16:54Z 47.6K followers, [----] engagements


"🛢 OIL CONTEXT WEEKLY 🛢 Crude cratered $5/bbl reversing last weeks strongest rally in months with the biggest rout in as long; visible exports are surging and OPEC denied rumours of even-faster production hikes. summary below full report in reply"  
[X Link](https://x.com/Rory_Johnston/status/1974204852680208857)  2025-10-03T20:08Z 47.7K followers, 15.5K engagements


"9-minute meetings always indicative of coming in cold and definitely not having discussed anything beforehand"  
[X Link](https://x.com/Rory_Johnston/status/1974866619647291685)  2025-10-05T15:57Z 47.8K followers, 23K engagements


"Why does an obsession with energy insecurity dominate Chinese policymaking Exhibit A:"  
[X Link](https://x.com/Rory_Johnston/status/1975293175775502391)  2025-10-06T20:12Z 47.9K followers, [----] engagements


"Ho-ho-horrible downgrade by Canada's supreme court. (OG outfits below) WHERE ARE THE SANTA OUTFITS https://t.co/h5CXiWJeR5 WHERE ARE THE SANTA OUTFITS https://t.co/h5CXiWJeR5"  
[X Link](https://x.com/Rory_Johnston/status/1975302449239105538)  2025-10-06T20:49Z 47.7K followers, [----] engagements


"Huh well here we go again. But this aint our first rodeo: While BC prov govt opposition can strangle a private sector proponent the Federal government (and crown projects) have unique and valuable paramountcy on interprovincial works and undertakings (ie pipelines) 👑 BC is leading with major opportunities to deliver prosperity to all of Canada. We have billions worth of private sector & First Nations led projects that are ready to go and will create thousands of jobs. Albertas fictional bitumen pipeline achieves none of these things. https://t.co/2HgV54YGyG BC is leading with major"  
[X Link](https://x.com/Rory_Johnston/status/1975351225345589647)  2025-10-07T00:03Z 48K followers, [----] engagements


"wife hung some early Halloween decorations and now they keep setting off my doorbell cam and giving me a heart attack with the notification pic"  
[X Link](https://x.com/Rory_Johnston/status/1975358146375000450)  2025-10-07T00:30Z 47.7K followers, [----] engagements


"wife saw tweet and stressed that these Halloween decorations arent early but are rather entirely appropriately timed seasonal decor"  
[X Link](https://x.com/Rory_Johnston/status/1975361192765104178)  2025-10-07T00:43Z 47.7K followers, [----] engagements


"🚨 NEW POST 🚨 Beijings Long-Term Oil Problem Perceptions of Chinas structural foreign fuel dependence are driving both the oil markets biggest support (SPR buying) and heaviest drag (from world-leading to flatlining demand growth) link to full report in replies"  
[X Link](https://x.com/Rory_Johnston/status/1975614541968155035)  2025-10-07T17:29Z 47.8K followers, 18.1K engagements


""I believe oil by the early 2030s could be $500 a barrel . natural gas it could be $50 or more." @DaveHcontrarian on the massive rise in energy prices he sees up ahead. Full interview up TOMORROW. https://t.co/niMuchWD7F "I believe oil by the early 2030s could be $500 a barrel . natural gas it could be $50 or more." @DaveHcontrarian on the massive rise in energy prices he sees up ahead. Full interview up TOMORROW. https://t.co/niMuchWD7F"  
[X Link](https://x.com/Rory_Johnston/status/1975691859990089858)  2025-10-07T22:37Z 47.7K followers, [----] engagements


"Interestingimho south to the US doubling down on Canada's current extraordinary market concentration remains the least strategic (yet typically most "commercial") direction for Canada's next crude oil export pipeline But it's still better than no pipeline (Proponent TBD.)"  
[X Link](https://x.com/Rory_Johnston/status/1975924068105826744)  2025-10-08T13:59Z 47.8K followers, [----] engagements


"@DarrellSto67629 Presumably it would be given that we were re-exporting out the USGC before TMX started up even with current pipe capacity to the US. But I'd still prefer a pipe entirely within Canadian borders"  
[X Link](https://x.com/Rory_Johnston/status/1975930007609631027)  2025-10-08T14:23Z 47.8K followers, [--] engagements


"@NuggetCapital The Crown is uniquely immune to most of that provincial/municipal interference. And if we recall the last time we tried to build KXL it's not like it was legal-battle-free; even with Trump in the WH and federal approvals in hand they only managed to get 10% of it built in [--] yrs"  
[X Link](https://x.com/Rory_Johnston/status/1975930543524229264)  2025-10-08T14:25Z 47.8K followers, [---] 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](https://x.com/Rory_Johnston/status/1975934474207592724)  2025-10-08T14:41Z 48K followers, [----] engagements


"US commercial petroleum inventories fell by [---] MMbbl last week. Crude up [---] MMbbl but still at the bottom of the seasonal range gasoline and diesel down [---] and [---] MMbbl respectively and are mostly following the normal seasonal trend"  
[X Link](https://x.com/Rory_Johnston/status/1975935520028164590)  2025-10-08T14:45Z 47.8K followers, [----] engagements


"@RC_Greenway I completely agree that the US SPR should be better managed and have written a lot on how best to do that over the past few years. But with that said I also don't think the current US SPR capacity is insufficient to need given the opposite trends in net crude import dependence"  
[X Link](https://x.com/Rory_Johnston/status/1975945232828231819)  2025-10-08T15:23Z 47.8K followers, [---] engagements


"we need a House Hippo campaign for the LLM age"  
[X Link](https://x.com/Rory_Johnston/status/1975946334193754387)  2025-10-08T15:28Z 47.8K followers, [----] engagements


"For those without the required cultural reference: https://www.youtube.com/watchv=NBfi8OEz0rA https://www.youtube.com/watchv=NBfi8OEz0rA"  
[X Link](https://x.com/Rory_Johnston/status/1975946575039058133)  2025-10-08T15:29Z 47.8K followers, [----] engagements


"Currently attempting to write a more general audience summary of where we're currently standing in the oil market and"  
[X Link](https://x.com/Rory_Johnston/status/1975948305059459562)  2025-10-08T15:36Z 47.8K followers, [----] engagements


"@anotherbearcap I'm tryin' man but"  
[X Link](https://x.com/Rory_Johnston/status/1975954336053350742)  2025-10-08T15:59Z 47.7K followers, [--] 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](https://x.com/Rory_Johnston/status/1975957549032861913)  2025-10-08T16:12Z 48K followers, 10.3K 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](https://x.com/Rory_Johnston/status/1975970977977860468)  2025-10-08T17:06Z 47.9K followers, [----] engagements


"@TheDudeAbidess7 I don't think the scale of glut currently built into many outlooks is fate because OPEC can always reverse course but global stocks are indeed already buildingjust mostly outside OECD. As for why the SPR isn't being refilled I'd ask the Trump admin 🤷🏻♂ https://www.commoditycontext.com/p/why-arent-oil-prices-weaker https://www.commoditycontext.com/p/why-arent-oil-prices-weaker"  
[X Link](https://x.com/Rory_Johnston/status/1976008357774229764)  2025-10-08T19:34Z 47.8K followers, [---] engagements


"@DiveBomb321 @BlueFlameBlues I wouldn't recommend either to the general audience 😉"  
[X Link](https://x.com/Rory_Johnston/status/1976009411756974111)  2025-10-08T19:38Z 47.9K followers, [---] engagements


"Please stop measuring crude in gold terms"  
[X Link](https://x.com/Rory_Johnston/status/1976308490592268443)  2025-10-09T15:27Z 47.9K followers, 16.6K engagements


"Gold down in NVIDIA terms today"  
[X Link](https://x.com/Rory_Johnston/status/1976317420429246954)  2025-10-09T16:02Z 48K followers, [----] 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](https://x.com/Rory_Johnston/status/1976646465956229238)  2025-10-10T13:50Z 48K followers, 17.4K engagements


"@hoeberian That's not how futures curves work as you can see for yourself based on flat price performance during periods of backwardation vs contango: For more reading: And more recently re: funky smiley curve: https://www.commoditycontext.com/p/oils-wrinkle-in-time https://www.commoditycontext.com/p/arc-of-crudes-curve https://www.commoditycontext.com/p/oils-wrinkle-in-time https://www.commoditycontext.com/p/arc-of-crudes-curve"  
[X Link](https://x.com/Rory_Johnston/status/1976662271431762173)  2025-10-10T14:53Z 47.9K followers, [---] engagements


"@RogierTaylor Recommended reading :) https://www.commoditycontext.com/p/arc-of-crudes-curve https://www.commoditycontext.com/p/arc-of-crudes-curve"  
[X Link](https://x.com/Rory_Johnston/status/1976665185290236126)  2025-10-10T15:04Z 47.8K followers, [---] engagements


"when oil bulls started referring to barrel counters as "glutters" that may have been a sign"  
[X Link](https://x.com/Rory_Johnston/status/1976686872362369460)  2025-10-10T16:30Z 47.8K followers, [----] engagements


"Brent followers watching WTI descend into the $50s"  
[X Link](https://x.com/Rory_Johnston/status/1976691723267977602)  2025-10-10T16:50Z 48K followers, [----] 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. Money managers reduced their net-length in Brent crude oil futures and options by [-----] to [------] in the week ending October [--] Long-only positions fell by [-----] Short-only positions rose by [-----] other reportables net-length rose by [-----] ICE #oott Money managers reduced their net-length in Brent crude oil futures and options by [-----] to [------] in the week ending October [--] Long-only positions fell by [-----] Short-only positions rose by [-----] other reportables net-length"  
[X Link](https://x.com/Rory_Johnston/status/1976705229782499655)  2025-10-10T17:43Z 48K followers, 10K 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](https://x.com/Rory_Johnston/status/1976725318611386416)  2025-10-10T19:03Z 48K followers, 24.7K engagements


"Well that was a day. Thanks for keeping it fun and informative everyone"  
[X Link](https://x.com/Rory_Johnston/status/1976756396759855217)  2025-10-10T21:07Z 48K followers, [----] engagements


"Crude up in bitcoin terms. BREAKING: Bitcoin extends decline to -10% on the day and falls below $110000 as President Trump announces 100% tariffs on China. https://t.co/W8ygNs7eD9 BREAKING: Bitcoin extends decline to -10% on the day and falls below $110000 as President Trump announces 100% tariffs on China. https://t.co/W8ygNs7eD9"  
[X Link](https://x.com/Rory_Johnston/status/1976765487703875823)  2025-10-10T21:43Z 47.8K followers, 10.8K 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. Trump: Weve gotten prices way down for groceries. Oil especially. Today we broke [--] a barrel. We think the oil is going to be under [--] a gallon very soon https://t.co/XQdTFL6Bjt Trump: Weve gotten prices way down for groceries. Oil especially. Today we broke [--] a barrel. We think the oil is going to be under [--] a gallon very soon https://t.co/XQdTFL6Bjt"  
[X Link](https://x.com/Rory_Johnston/status/1976776033748893895)  2025-10-10T22:25Z 48K followers, 26K engagements


"Sleep is good and this particular brand of hustle culture is endlessly cringe. I just met a founder who told me she works [--] hours a day. Im not joking. Shes taught herself how to lucid dream so she can solve important work problems in her sleep. Its working though she recently raised tens of millions of dollars and hired a few dozen people. San I just met a founder who told me she works [--] hours a day. Im not joking. Shes taught herself how to lucid dream so she can solve important work problems in her sleep. Its working though she recently raised tens of millions of dollars and hired a few"  
[X Link](https://x.com/Rory_Johnston/status/1977072234356470145)  2025-10-11T18:02Z 47.9K followers, 10.1K engagements


"🦃🍁 Perfect Thanksgiving weekend hike weather"  
[X Link](https://x.com/Rory_Johnston/status/1977384085006803121)  2025-10-12T14:41Z 47.9K followers, [----] engagements


"@LynAldenContact 🥲"  
[X Link](https://x.com/Rory_Johnston/status/1977425707991957863)  2025-10-12T17:26Z 47.9K followers, [---] engagements


"BREAKING: The Pentagon has launched a $1 billion buying spree to stockpile critical minerals per Reuters BREAKING: The Pentagon has launched a $1 billion buying spree to stockpile critical minerals per Reuters"  
[X Link](https://x.com/Rory_Johnston/status/1977427243350815224)  2025-10-12T17:32Z 48K followers, 11.5K engagements


"Someone just Wikipedia-quote reply-guyd me and it felt endearingly quaint"  
[X Link](https://x.com/Rory_Johnston/status/1977465735308812560)  2025-10-12T20:05Z 47.9K followers, [----] engagements


"A quote to launch a thousand Saudi production capacity conspiracy theory threads. New: Saudi state-controlled @aramco can maintain its maximum crude production capacity of 12mn b/d for a year without needing to drill additional wells chief executive Amin Nasser today said. We would only need additional rigs after one year to maintain production at 12mn New: Saudi state-controlled @aramco can maintain its maximum crude production capacity of 12mn b/d for a year without needing to drill additional wells chief executive Amin Nasser today said. We would only need additional rigs after one year to"  
[X Link](https://x.com/Rory_Johnston/status/1977740211594404316)  2025-10-13T14:16Z 47.9K followers, [----] engagements


"Reconciling tanker tracker estimates. What makes you feel like this https://t.co/bWJCrfp9JM What makes you feel like this https://t.co/bWJCrfp9JM"  
[X Link](https://x.com/Rory_Johnston/status/1977741990629441717)  2025-10-13T14:23Z 48K followers, [----] engagements


"@weecapital it's been a morning"  
[X Link](https://x.com/Rory_Johnston/status/1977742308738011180)  2025-10-13T14:24Z 47.9K followers, [--] engagements


"@TeddyGambino @VolteFaceInvest SUCH a funny reply Teddy Call and response. For what it's worth: [--]. 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. [--]. I think I got 1-2 Not sure how that's relevant"  
[X Link](https://x.com/Rory_Johnston/status/1977760782675747238)  2025-10-13T15:38Z 47.9K followers, [---] engagements


"@vickigo99444376"  
[X Link](https://x.com/Rory_Johnston/status/1977780536509620676)  2025-10-13T16:56Z 47.9K followers, [--] 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](https://x.com/Rory_Johnston/status/1978103631917285661)  2025-10-14T14:20Z 48K followers, [--] engagements


"@COoilngas7 @IEA IEA currently has Q2 [----] build at [----] MMbpd vs observed stock builds of [----] MMbpd. Would you be more comfortable with a call of [---] 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](https://x.com/Rory_Johnston/status/1978104802585321621)  2025-10-14T14:25Z 48K followers, [--] engagements


"Sounds bullish. BREAKING🚨: It's Official. There's a Black hole on the loose in the Milky way galaxy https://t.co/m5HqIUJVVN BREAKING🚨: It's Official. There's a Black hole on the loose in the Milky way galaxy https://t.co/m5HqIUJVVN"  
[X Link](https://x.com/Rory_Johnston/status/1978137923649188304)  2025-10-14T16:36Z 48K followers, [----] engagements


"ink companies like Can we make [----] the year of dark mode books https://t.co/mcnxOOq8VP Can we make [----] the year of dark mode books https://t.co/mcnxOOq8VP"  
[X Link](https://x.com/Rory_Johnston/status/1978157192478863768)  2025-10-14T17:53Z 48K followers, [----] engagements


"@Alex92639863 @IEA Market is still *positioning* for a future surplus. Prompt timespreads remain backwardated. For more on the weird current curve shape: https://www.commoditycontext.com/p/oils-wrinkle-in-time https://www.commoditycontext.com/p/oils-wrinkle-in-time"  
[X Link](https://x.com/Rory_Johnston/status/1978163754173870358)  2025-10-14T18:19Z 48K followers, [---] engagements


"@crudechronicle Psh im hedging with antimatter"  
[X Link](https://x.com/Rory_Johnston/status/1978178574780670417)  2025-10-14T19:18Z 48K followers, [---] engagements


"Global annual oil consumption worth US$2.5 trillion. all iron ore mined yearly in the whole world is worth $250bb. alphabet yearly revenues are $350bb all iron ore mined yearly in the whole world is worth $250bb. alphabet yearly revenues are $350bb"  
[X Link](https://x.com/Rory_Johnston/status/1978237910554915308)  2025-10-14T23:14Z 48K followers, 11.1K 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](https://x.com/Rory_Johnston/status/1978240079848976525)  2025-10-14T23:22Z 48K followers, [----] engagements


"Heads up that Ill be on @BNNBloomberg around 11:30pm ET today talking about the IEAs ever-growing [----] supply glut forecast"  
[X Link](https://x.com/Rory_Johnston/status/1978477150874251586)  2025-10-15T15:04Z 48K followers, [----] 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. BESSENT: TARIFFS ARE A SURCHARGE NOT A TAX BESSENT: TARIFFS ARE A SURCHARGE NOT A TAX"  
[X Link](https://x.com/Rory_Johnston/status/1978489710403084421)  2025-10-15T15:54Z 48K followers, [----] engagements


"@SenorPetroleum In this house"  
[X Link](https://x.com/Rory_Johnston/status/1978497508700516759)  2025-10-15T16:25Z 48K followers, [---] engagements


"@BobertBedford"  
[X Link](https://x.com/Rory_Johnston/status/1978500224940183616)  2025-10-15T16:36Z 48K followers, [---] engagements


"@BlueFlameBlues @BNNBloomberg Bluey"  
[X Link](https://x.com/Rory_Johnston/status/1978501783962988744)  2025-10-15T16:42Z 48K followers, [--] 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](https://x.com/Rory_Johnston/status/1978507938097496202)  2025-10-15T17:07Z 48K followers, [----] engagements


"Crude up in natty terms. October 15th looks like winter is over. #natgas https://t.co/PXa6iPMDEq October 15th looks like winter is over. #natgas https://t.co/PXa6iPMDEq"  
[X Link](https://x.com/Rory_Johnston/status/1978509698857918634)  2025-10-15T17:14Z 48K followers, [----] engagements


"@K43234815 @BNNBloomberg if interested https://x.com/Rory_Johnston/status/1978505233970921664 🙌🏻 Cant discuss the IEAs astronomically large global oil market supply glut scenario forecast for [----] without some aggressive hand-talking. [--] MMbpd implied surplus [---] BILLION barrel implied stock build. Check out my full @BNNBloomberg interview: https://t.co/cYLuPNkkHp https://t.co/Xh1eEayChQ https://x.com/Rory_Johnston/status/1978505233970921664 🙌🏻 Cant discuss the IEAs astronomically large global oil market supply glut scenario forecast for [----] without some aggressive hand-talking. [--] MMbpd"  
[X Link](https://x.com/Rory_Johnston/status/1978512584308302283)  2025-10-15T17:25Z 48K followers, [--] 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](https://x.com/Rory_Johnston/status/1978518389590049253)  2025-10-15T17:48Z 48K followers, [---] engagements


"@Amaensanchaalma @EnergyPulseHQ [----] was a long time ago 👀"  
[X Link](https://x.com/Rory_Johnston/status/1978532639645511776)  2025-10-15T18:45Z 48K followers, [--] engagements


"to pump gasoline is the closest you will ever come to bathing in Jurassic-era plankton Investing quote of the day via @DominicFrisby: https://t.co/wfwGLOCONm Investing quote of the day via @DominicFrisby: https://t.co/wfwGLOCONm"  
[X Link](https://x.com/Rory_Johnston/status/1978537315803836859)  2025-10-15T19:03Z 48K followers, [----] 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: "OPEC will bring in an independent consultant to evaluate the production capacity of its member states Kuwaits Oil Minister said Wednesday in what marks a rare external audit of the groups internal metrics." I nominate @Rory_Johnston "OPEC will bring in an independent consultant to evaluate the production capacity of its"  
[X Link](https://x.com/Rory_Johnston/status/1978555341001363804)  2025-10-15T20:15Z 48K followers, [----] engagements


"**TRUMP: MODI ASSURED ME TODAY INDIA WON'T BUY RUSSIA OIL - BBG"  
[X Link](https://x.com/Rory_Johnston/status/1978559243457351984)  2025-10-15T20:30Z 48K followers, [----] engagements


"What a tweet to see on the day you turn [--]. Nice knowing yall. https://t.co/OoBqncUa1t https://t.co/OoBqncUa1t"  
[X Link](https://x.com/Rory_Johnston/status/1978823928970723832)  2025-10-16T14:02Z 48K followers, 11.9K engagements


"Canadian energy sector lunch and conversation with @cenovus CEO Jon McKenzie at the @CDHoweInstitute"  
[X Link](https://x.com/Rory_Johnston/status/1978863606121828704)  2025-10-16T16:40Z 48K followers, [----] engagements


"@SuvyBob Absurd but true is where I like to keep my personal brand"  
[X Link](https://x.com/Rory_Johnston/status/1978880099379257618)  2025-10-16T17:45Z 48K followers, [--] 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" Canada is ramping up its oil exports to China over [--] percent of its fleet of oil tankers now are used for this purpose. Why are the Canadians doing this Canada is ramping up its oil exports to China over [--] percent of its fleet of oil tankers now are used for this purpose. Why are the Canadians doing this"  
[X Link](https://x.com/Rory_Johnston/status/1978889596868997244)  2025-10-16T18:23Z 48K followers, 12.7K engagements


"@WarMonitor3 mmhmm"  
[X Link](https://x.com/Rory_Johnston/status/1978892935119704368)  2025-10-16T18:36Z 48K followers, [----] engagements


"@SenorPetroleum Senor Petroleum all like"  
[X Link](https://x.com/Rory_Johnston/status/1978893668292391074)  2025-10-16T18:39Z 48K followers, [---] engagements


"As part of this new effort I get a fancy stylized author avatar on the Dispatchs website. 🚨 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: https://t.co/CXgetfchTb 🚨 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"  
[X Link](https://x.com/Rory_Johnston/status/1978894743858778599)  2025-10-16T18:44Z 48K followers, [----] engagements


"@BlueFlameBlues you've had that profile pic for a while Paul and I hear the gas market ages you quick 😉👴🏻"  
[X Link](https://x.com/Rory_Johnston/status/1978897505715720412)  2025-10-16T18:55Z 48K followers, [---] engagements


"@lzab1453 this is how we send our crude to China with swagger"  
[X Link](https://x.com/Rory_Johnston/status/1978899849924771887)  2025-10-16T19:04Z 48K followers, [---] engagements


"@hallen_a ActuallyGreat birthday sir"  
[X Link](https://x.com/Rory_Johnston/status/1978905201990926782)  2025-10-16T19:25Z 48K followers, [---] engagements


"@ShaleTier7 Hear me out"  
[X Link](https://x.com/Rory_Johnston/status/1978916018157158609)  2025-10-16T20:08Z 48K followers, [---] engagements


"@SenorPetroleum"  
[X Link](https://x.com/Rory_Johnston/status/1978958524286714179)  2025-10-16T22:57Z 48K followers, [--] engagements


"@BenniKim @thedispatch @RemindMe_OfThis The IEAs latest forecast includes an exceptionally large surplus in [----] even larger than in [----] unless something changes. Of course something most likely will change"  
[X Link](https://x.com/Rory_Johnston/status/1979129583648583682)  2025-10-17T10:17Z 48K followers, [---] engagements


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


"@Nunofb86 I think prices canindeed probably need tocontinue falling until either [--]. non-opec supply begins contracting in earnest (likely US) [--]. demand rebounds or most likely [--]. OPEC decides to reverse course"  
[X Link](https://x.com/Rory_Johnston/status/1979201465659871442)  2025-10-17T15:02Z 48K followers, [--] engagements


"@sadandlonely_69 fair but Bayway doesn't import dilbit so"  
[X Link](https://x.com/Rory_Johnston/status/1979209207141314723)  2025-10-17T15:33Z 48K followers, [--] engagements


"@haroldgrosser72 . why"  
[X Link](https://x.com/Rory_Johnston/status/1979215042793873655)  2025-10-17T15:56Z 48K followers, [---] engagements


"@AnujPoddar18 alas gov't shutdown still means no CFTC data"  
[X Link](https://x.com/Rory_Johnston/status/1979215157139050532)  2025-10-17T15:57Z 48K followers, [---] 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)  2025-10-17T17:00Z 48.1K followers, [----] engagements


"@Rory_Johnston As if we're going negative again. @Rory_Johnston As if we're going negative again"  
[X Link](https://x.com/Rory_Johnston/status/1979234790915076142)  2025-10-17T17:15Z 48.1K followers, [----] engagements


"#OPEC #oil market share 1973-1999: http://t.co/1t6z4bSpg6"  
[X Link](https://x.com/Rory_Johnston/status/400826236928540674)  2013-11-14T03:23Z 40K followers, [--] engagements


"This is why the #goldstandard is a terrible idea graph http://t.co/zz0iwns53o"  
[X Link](https://x.com/Rory_Johnston/status/401335382903910401)  2013-11-15T13:06Z 40.3K followers, [--] engagements


"You know you're in trouble when: #icestorm #icestorm2013 #IceStormToronto http://t.co/RLrUAeQ8ZS"  
[X Link](https://x.com/Rory_Johnston/status/414816612202459136)  2013-12-22T17:56Z 40.3K followers, [--] engagements


"This statement from the government of Antigua and Barbuda on hurricane #Irma in this FT piece is terrifying. https://www.ft.com/content/9d80c2f8-92d2-11e7-bdfa-eda243196c2c https://www.ft.com/content/9d80c2f8-92d2-11e7-bdfa-eda243196c2c"  
[X Link](https://x.com/Rory_Johnston/status/905435659426557952)  2017-09-06T14:20Z 40.3K followers, [--] engagements


"Updated: Major agency oil forecast comparison for February. [----] S/D balance seen slipping back into mild surplus as US supply growth forecasts are upped across the board. Demand forecasts also continue to rise on strong global economic readings. #oott"  
[X Link](https://x.com/Rory_Johnston/status/963478105250828288)  2018-02-13T18:20Z 40.2K followers, [--] engagements

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