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MicDropMarkets Spaces #10: Let's Talk Oil Markets
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Guests: Arjun Murti and Rory Johnston
Arjun was the Goldman Sachs “Super Spike” analyst from the 2000s commodity bull market era. He retired as a partner in 2014 after 22 years as a sell- and buy-side energy equity research analyst at Goldman Sachs, J.P. Morgan Investment Management, and Petrie Parkman & Co.
He has since stayed active as an independent board member of ConocoPhillips, a senior advisor at Warburg Pincus, and an advisory board member at Columbia University’s Center on Global Energy Policy as well as ClearPath.
In March 2023, he “un-retired” to become a partner at Veriten, an energy research, strategy, and investment firm.
He also publishes a substack called SuperSpiked about the messy transition era.
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto’s Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines.
He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. Prior to founding Commodity Context, Rory 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.
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