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[FREE] Is Big Oil ‘Price Gouging’?
Reduced global refinery capacity, not corporate greed, is keeping pump prices high.
 • Rory Johnston
North American Oil Data Deck (July 2026)
Continental petroleum production jumped back to near all-time highs in April on the back of the reacceleration of previously slowing upstream growth in…
 • Rory Johnston
REMINDER: Context Call Tomorrow
Subscribe for details and registration link; paid subscribers will find link below paywall
 • Rory Johnston
Oil Context Weekly (W27)
Crude prices were effectively flat this week amidst a comparatively-quiet stretch of summer headlines, with all eyes on the optimistic-but-lurching…
 • Rory Johnston
Getting Our Bearings Strait
Assessing the pace and sustainability of the faster-than-expected post-MOU recovery in oil flows—both ways—through the Strait of Hormuz and the…
 • Rory Johnston
Oil Context Weekly (W26)
Crude fell another $8.50/bbl and Brent slipped into prompt contango for the first since February as the surge of exiting Hormuz barrels hit a still weak…
 • Rory Johnston
Global Oil Data Deck (June 2026)
Oil markets remained in deep supply deficit through April as the ongoing Middle Eastern production shut-ins were only partially offset by the pullback…
 • Rory Johnston
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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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