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Oil & Iran War Context Weekly (W14)
War marches on and President Trump committed to weeks more fighting; Dated Brent crude prices hit their highest level since 2008 above $140/bbl and all…
 • Rory Johnston
The Billion Barrel Cost of a Longer Iran War
The total volume of unproduced Gulf barrels is set to rise above one billion barrels over full shock duration; lost production in April alone will…
 • Rory Johnston
[FREE] From Glutted to Gutted
Are We Approaching an Unprecedented Energy Crisis? Attempts to reroute or offset Iranian-throttled oil continue to fall short.
 • Rory Johnston
Oil & Iran War Context Weekly (W13)
Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and…
 • Rory Johnston
Context Call: March 2026
The staggering barrel math behind the Iran War and the Strait of Hormuz stoppage, an overview of market impacts, likely future trajectories of the…
 • Rory Johnston
1:03:57
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
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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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