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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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 12/13/2023