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No End in Sight
The Trump administration continues to press its point in the Iran war and, despite some initial signs of wavering earlier this week, there are not yet…
 • Rory Johnston
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…
 • Rory Johnston
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…
 • Rory Johnston
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.
 • Rory Johnston
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…
 • Rory Johnston
Making Room for Venezuela
Assessing US Gulf Coast refinery appetite for Venezuelan barrels amidst an erosion of regional heavy crude oil consumption
 • Rory Johnston
[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.
 • Rory Johnston
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