Commodity Context | Rory Johnston | Substack

A terrible week for crude prices despite it being not at all about oil

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Beijing’s commitment to COVID-zero lockdowns has prompted the steepest oil demand retrenchment in a generation

Sep 22

July oil market balances hit a fresh pandemic-era oversupply record on the back of deeper Chinese demand declines and further OPEC+ supply

Sep 20

Soured macro sentiment weighed on flat prices despite strengthening calendar spreads

Sep 16

Hidden Forces/Commodity Context crossover: regular, premium podcast updates on the oil market

Sep 9

They’re potential discretionary supply and demand!

Sep 8

Monthly bounce-back in continental output driven by a recovery in US offshore production, while durable YTD gains driven by the continued advance of US…

Sep 1

Falling production, weak investment, and little near-term turnaround potential

Aug 25

Commodity Context

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