On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Rory Johnston about the political sustainability of OPEC+ and the implications for the oil market.

You can find Rory's note about OPEC+ here: https://www.commoditycontext.com/p/quick-context-opecs-sustainable-shift

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For the intro session, Kelly and Joe discuss the IAEA censuring of Iran, the continuation of Russian natural gas supply through Ukraine, and TC Energy's decision to split off its liquids pipeline business.

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Guest Bio:

- Rory Johnston is the founder of Commodity Context and a CGAI Fellow

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Host Bio:

- Kelly Ogle is Managing Director of the Canadian Global Affairs Institute

- Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute

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Reading recommendations:

- "Nuclear War: A Scenario", by Annie Jacobsen: https://www.amazon.ca/Nuclear-War-Scenario-Annie-Jacobsen/dp/0593476093

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Interview recording Date: June 4, 2024

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Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary.

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Produced by Joe Calnan. Music credits to Drew Phillips.