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North American Oil Data Deck (June 2025)
Continental production leapt back to life in March, setting fresh record highs as persistent US and Canadian upstream growth continues to make up for…
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Rory Johnston
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Oil Context Weekly (W22)
Crude flat prices got jerked around by US trade policy developments and increasingly bearish OPEC+ chatter heading into the group’s weekend meeting…
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Rory Johnston
1
Toward a New Demand Normal
Global petroleum product consumption has bounced back from last year’s beleaguered, sloth-like pace but we’re absolutely not yet out of the woods.
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Rory Johnston
Oil Context Weekly (W21)
Crude prices bounce around but end a headline-crammed week down only modestly
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Rory Johnston
Global Oil Data Deck (May 2025)
Oil markets flipped into an implied surplus in March for the first time so far in 2025, led by a return of Chinese demand weakness that ran up against…
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Rory Johnston
Oil Context Weekly (W20)
The barrel heads higher on US-China trade optimism, then lower on renewed US-Iran deal concerns, before recovering once again alongside stronger term…
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Rory Johnston
OPEC+ Data Deck (May 2025)
Quota-participating crude production flatlines in April despite groupwide output target hike
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Rory Johnston
Commodity Context
Commodity Context
Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday

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