Rory Johnston is an energy and oil market researcher and expert in global commodities markets. He is the Founder of Commodity Context, an independent commodity market research platform, and a Lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy. Johnston is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision-makers. He works on a variety of research and investment projects, as well as both a public market portfolio and private equity strategy. Prior to founding Commodity Context, Johnston led commodity economics research at Scotiabank where he set the bank’s energy and metals price forecasts, advised the bank’s executives and clients, and sat on the bank’s senior credit committee for commodity-exposed sectors.
Commodity Context provides data-centric, visualization-forward oil market research.
Johnston focuses on data-first, visualization-forward commodity market research specializing in the oil and gas industry.
He is dedicated to demystifying the commodity industry, keeping his newsletter chart-forward and relatively low on the word count but data rich.
Johnston worked with Scotiabank's International Economics Group on global energy and infrastructure issues.
He wrote on topics ranging from the Petrocaribe oil alliance to the expansion of the Panama Canal.
He contributed to Scotiabank's Global Outlook, the department's flagship quarterly forecast.
He also contributed to Commodity Notes on various topics of interest to the Canadian Commodity sector.
His research included the Scotiabank Commodity Price Index, a monthly assessment of developments affecting the Prices of major Canadian commodities.
EARLY CAREER
Johnston is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers.
He was Managing Director and Market Economist at Price Street, a Toronto-based family office, where he leads market research and contributes to allocation strategy.
He served as an Energy Analyst at OilPrice.com and was a Junior Energy Fellow at The American Security Project.
He started his career as an Energy Consultant at Strategic Policy Economics.
MEDIA & PUBLICATIONS
His views are regularly quoted in major international media, and he frequently appears on numerous market and industry podcasts.
He has been quoted in the Financial Times, New York Times, Wall Street Journal, Bloomberg News, Reuters, BNN Bloomberg, CBC, and Financial Post.