The David Lin Report · Thursday, October 1, 2026
Rory Johnston criticizes claims made by the White House regarding oil throughput in the Strait of Hormuz, accusing them of cherry-picking data. While acknowledging that some days see higher volumes, Johnston emphasizes the importance of 7-10 day rolling averages to capture the true trend, rather than isolated 24-hour periods.
“The White House has a very bad habit. of cherry picking data reference points.”
“But it's really important how you bound that 24-hour period. Let's say that's over 24. that catches two different nighttime convoys.”
“And I think that's why, you know, some of the comments coming from Secretary Energy Secretary Wright have been using more of these smoother flowing numbers.”