Rory Johnston of Commodity Context provides an update on the energy sector and where he thinks WTI and Brent are going in the coming months.Commodity Context https://www.commoditycontext.com/Agenda00:00 Intro01:02 My Analysis of Oil Price06:58 Market is Complacent 09:13 Russia - Ukraine Again?15:45 China Has Stockpiled Oil18:26 Trump Visits China20:28 Iran and Venezuela a Bargaining Tactic?22:04 Why Did UAE Leave OPEC?26:57 What Happens to OPEC?29:44 Oil and CPI 33:22 Is Carney Good For Oil?37:00 My Target For Oil38:12 Wrap UpListen on Spotify: https://open.spotify.com/show/33A8EgA...Listen on Apple: https://creators.spotify.com/pod/prof...Follow Jimmy:LinkedIn: / jimmyconnorofficial X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap*For business inquires, please reach out at [email protected]*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of May 13, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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