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Oil and the Iran War Context Weekly (W10)
US-Israel-Iran war shocks oil market but prices, while sharply higher, are still far from reflecting the true damage already done, let alone the…
Mar 6
•
Rory Johnston
34
2
1
North American Oil Data Deck (March 2026)
Continental petroleum output slipped in December, driven by the US’ second consecutive monthly crude production decline and softened by firmer activity…
Mar 4
•
Rory Johnston
27
Strait to the Point on Iran
War has begun in the Gulf, and the oil market is staring down the mother of all tail risk scenarios.
Mar 2
•
Rory Johnston
39
February 2026
Oil Context Weekly (W9)
Iran risk continues to stoke the paper market, but signs of physical barrel weakness are spreading and getting worse as contango returns to the Brent…
Feb 27
•
Rory Johnston
29
Making Room for Venezuela
Assessing US Gulf Coast refinery appetite for Venezuelan barrels amidst an erosion of regional heavy crude oil consumption
Feb 27
•
Rory Johnston
27
[PUBLIC] Can Trump Take Credit for Lower Oil Prices?
Despite his promises of cheap energy, the president’s aggressive foreign policy is preventing an oil market crash.
Feb 21
•
Rory Johnston
26
Oil Context Weekly (W8)
Crude prices rallied on the mounting prospect of US military engagement with Iran, but the near-dated timespreads are showing weakness, likely as Iran…
Feb 20
•
Rory Johnston
33
Global Oil Data Deck (February 2026)
The oil market supply surplus shrank in December for the first time in 6 months, closing out the most oversupplied year since COVID-battered 2020 with…
Feb 20
•
Rory Johnston
27
Oil Context Weekly (W7)
Crude prices rise on Hormuz advisory before falling back on the prospect of longer US-Iran talks, with headlines dotted with a flurry of US sanctions…
Feb 13
•
Rory Johnston
15
OPEC+ Data Deck (February 2026)
Official OPEC+ quota-bound production fell again in January given more bad luck in Kazakhstan, though, even with this decline, a mountain of Kazakh…
Feb 12
•
Rory Johnston
19
North American Oil Data Deck (February 2026)
Continental petroleum output hits fresh high-water mark with Canadian supply reaching all-time highs amidst a bounceback in oilsands activity…
Feb 9
•
Rory Johnston
12
Oil Context Weekly (W6)
Crude prices fell back sharply from last week’s Iran-related rally before recovering roughly half those losses; meanwhile, pressure continues to mount…
Feb 6
•
Rory Johnston
9
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