Commodity Context | Rory Johnston | Substack

May 2022 (PDF Attached)

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US shale still drives the global oil market—but it doesn’t seem to be going anywhere in a hurry

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A new era of more active strategic petroleum inventory management—maybe

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Announcing a new kind of commodity market data and analysis service

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Observable global oil inventories have fallen at record pace, now lowest in more than a decade

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Bay du Nord approval rewrites the outlook for Newfoundland and Labrador oil production

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Does the White House's SPR release bolster or threaten global energy security?

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Putin’s invasion of Ukraine was like a hammer to an already fragile oil market

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Commodity Context

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