Rory Johnston
Analyst · X
Oil market researcher and former bank economist who founded Commodity Context, tracking crude and diesel supply, sanctions, and how geopolitics moves fuel prices.
169 posts tracked · 15 stories in 30 days
Latest takes
Reports say Trump plans post-midterm Iran war escalation
Grouped with voices who said: Trump is timing this for political and market advantage
you gotta imagine folks at the White House mulling which is the bigger Iran War political liability heading into Tuesday's midterm elections: 1. Maintaining the *deeply* unpopular…View on X
Democrats tie rising fuel costs to eight-month Iran war
Grouped with voices who said: This is becoming a political liability for Republicans
> flurry of diplomatic headlines > 6 days before US midterm elections > that have been dominated by Iran War and related fuel price blowback It's going to be a long 6…View on X
Israel election ends with no bloc reaching 61-seat majority
Grouped with voices who said: The coalition math and turnout data are the real story
"while Netanyahu outperformed exit polls, which had Eisenkot's opposition coalition ahead, neither bloc will clear a 61-seat majority. That sets the stage for weeks of wrangling…View on X
Democrats tie rising gas prices to Trump's Iran war
Grouped with voices who said: Tracking the market and diplomatic mechanics
Brent crude WANTS to finish the week above $117. You can just feel it.View on X
Trump waives new Russia sanctions law he signed last month
Grouped with voices who said: Trump is defying a law Congress just passed
Huh. NYT: "President Trump signed an executive order on Friday night exempting Russia from new sanctions legislation that Congress passed last month, offering an economic lifeline…View on X
5 of 15 stories from the last 30 days. The rest are in Perspectives.
Try Perspectives freeCommunity Notes
3 of Rory Johnston's posts drew a Community Note. In the last 2 years, 0 had a note shown on X.
Posts most about
Economy & Trade 82 · Iran Conflict 34 · Foreign Policy & Diplomacy 22 · Climate & Environment 6 · Israel & Palestine 5 · Elections & Campaigns 5
Often makes the same point as
National Review 3 · Michael McFaul 2 · Joyce Vance 2 · Scott Lincicome 2 · Amit Segal 2 · Anshel Pfeffer 2
Public posts, grouped by what was said, not by who said it. Every quote links to the post. Updated Nov 8, 2026. How it works · Corrections: jack@newsreel.co