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Global Oil Data Deck (March 2026)
The Iran War and stoppage of traffic through the Strait of Hormuz has cratered Middle Eastern supply and flipped the oil market into an all-time record…
 • Rory Johnston
Oil & Iran War Context Weekly (W12)
Crude rose in further fits and starts as the Iran War stretches into its 4th week and belligerents escalate to attacks on upstream infrastructure that…
 • Rory Johnston
[FREE] Q&A With Harvard Business Review
Excerpt from a lengthy discussion about the Iran War and the ongoing, historic energy supply crisis: how it works, how bad it could get, and how…
 • Rory Johnston
OPEC+ Data Deck (March 2026)
Where the producer group stood heading into the most severe supply crisis in its history, as well as early estimates regarding where the core of OPEC's…
 • Rory Johnston
Oil & Iran War Context Weekly (W11)
Iran War marches into its third week, the price of physical crude is ripping past relatively sanguine paper barrels, refined product markets are…
 • Rory Johnston
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
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