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Commodity Context
Commodity Market Data, Analysis, and Charts
By Rory Johnston · Launched a year ago
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Global Oil Data Deck
May 2022 (PDF Attached)
Rory Johnston
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Global Oil Data Deck
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Shale Struggles
US shale still drives the global oil market—but it doesn’t seem to be going anywhere in a hurry
Rory Johnston
May 10
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Shale Struggles
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Quick Context: SPR 2.0
A new era of more active strategic petroleum inventory management—maybe
Rory Johnston
May 5
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Quick Context: SPR 2.0
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More Content, More Context
Announcing a new kind of commodity market data and analysis service
Rory Johnston
May 2
22
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More Content, More Context
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How Low Can Oil Inventories Go?
Observable global oil inventories have fallen at record pace, now lowest in more than a decade
Rory Johnston
Apr 27
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How Low Can Oil Inventories Go?
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Sea Change for Canadian Offshore
Bay du Nord approval rewrites the outlook for Newfoundland and Labrador oil production
Rory Johnston
Apr 14
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Sea Change for Canadian Offshore
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Quick Context: Strategic Release
Does the White House's SPR release bolster or threaten global energy security?
Rory Johnston
Apr 1
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Quick Context: Strategic Release
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Oil's Russia-Sized Hole—Part 1
Putin’s invasion of Ukraine was like a hammer to an already fragile oil market
Rory Johnston
Mar 29
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Oil's Russia-Sized Hole—Part 1
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