What’s Driving the Fall in Oil Prices? | Rory Johnston

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 18 December 2023

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

In Episode 344 of Hidden Forces, Demetri Kofinas speaks with oil analyst and researcher Rory Johnston about what’s driving the fall in oil prices and how likely it is to continue. Rory shares his thoughts on investor positioning, growth in US oil production, recent M&A activity in the oil sector, OPEC production cuts, geopolitical risk in Guyana, as well as in the Strait of Hormuz, and much more.

Today’s episode was originally recorded as a live Q&A for members of the Hidden Forces Genius Community. If you’re interested in learning more about the Genius community, our private dinners, in-person events, and how to become a member, you can do that at HiddenForces.io/Subscribe, where you can also subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports.

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Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 12/13/2023

Transcript

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0:00.0	What you're about to hear is a live Q&A call that I hosted on Wednesday, December 13th with Rory Johnston of commodity context for members of our Hidden Forces genius community.
0:13.0	He joined us to talk about the oil market,
0:15.0	including refined products,
0:16.0	some of the large downward move in oil prices
0:19.0	that we've seen since the end of September.
0:21.0	We discuss investor positioning what's going on with U.S. production,
0:26.0	some of the recent M&A deals, OPEC production cuts, geopolitical risk in Guyana,
0:31.9	as well as in the Strait of Hormuz, and much more.
0:35.0	If you're interested in learning more about the Genius community, our private dinners,
0:40.0	in-person events, and how to become a member. You can do that at Hidden Forces.io slash
0:46.3	subscribe. And with that, please enjoy this timely community call with energy analyst, researcher, and founder of commodity context, Rory Johnston. What's up everybody?
1:04.0	What's up everybody?
1:05.0	Welcome to today's call.
1:08.0	Same rules as always.
1:09.0	If you have a question that you want to ask, raise your hand or put it in the Q&A box, and please use the
1:15.0	comment section for any comments you want to share. For new members, Rory usually
1:21.1	comes on every couple of months and as usual we'll be posting the video from this call to our events replay section.
1:26.8	So if you have any additional questions that you didn't have a chance to ask him during the call feel free to post them in the video comment section and Rory will
1:34.9	respond directly to you. Also a reminder if you're interested in delving deeper into the subjects that Roy and I talk about today.
1:45.2	There is a special price for Genius members who want access to Roy's research.
1:49.1	So feel free to DM him in circle and he will get right back to you.
1:56.0	So Rory, it's great to see you man, how you doing?
	...

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