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Oil—And OPEC—Context Weekly (W49)
Crude prices fall despite—or perhaps because of—OPEC+'s new, multifaceted production deal that delayed the start of cut easing and lengthened the future…
Dec 6
•
Rory Johnston
12
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Oil—And OPEC—Context Weekly (W49)
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North American Oil Data Deck (December 2024)
Continental petroleum output fell in September from from August’s all-time highs, with the pullback driven by especially heavy Canadian oil sands…
Dec 3
•
Rory Johnston
8
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North American Oil Data Deck (December 2024)
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November 2024
Oil Context Weekly (W48)
Crude prices pulled back from upper end of recent range on Israel-Hezbollah ceasefire after which they traded sideways as the market awaits any…
Nov 29
•
Rory Johnston
13
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Oil Context Weekly (W48)
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Tough Tariff Talk
Winners, losers, and how 25% US tariffs on Canadian and Mexican oil imports would reroute the flow of barrels across North America
Nov 29
•
Rory Johnston
15
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Tough Tariff Talk
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Oil Context Weekly (W47)
Crude prices rally to upper end of recent range on heightened renewed Russia-Ukraine escalation and a rapid re-strengthening of term structure as prompt…
Nov 22
•
Rory Johnston
10
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Oil Context Weekly (W47)
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Global Oil Data Deck (November 2024)
Sizable temporary output losses and stabilizing Chinese demand in September prompted the largest monthly oil supply deficit so far this year alongside…
Nov 21
•
Rory Johnston
10
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Global Oil Data Deck (November 2024)
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Public Report on Canada-US Oil Relations
Our new public report with the Canadian Global Affairs Institute looks at the Co-Evolution of the Canada-U.S. Oil Industry and Possible Implications of…
Nov 19
•
Rory Johnston
11
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Public Report on Canada-US Oil Relations
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Oil Context Weekly (W46)
Crude prices fall but Brent term structure firms as the market continues to battle to find direction amidst a flurry of headline risk and Trump policy…
Nov 15
•
Rory Johnston
15
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Oil Context Weekly (W46)
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OPEC+ Data Deck (November 2024)
Quota participating OPEC+ output fell on heavy Kazakh maintenance as well as Iraq’s continued progress towards compliance, while overall output rose…
Nov 13
•
Rory Johnston
10
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OPEC+ Data Deck (November 2024)
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Oil Context Weekly (W45)
Crude prices rise on OPEC+’s output liftoff delay and then chop violently sideways following US election as participants attempt to handicap the effects…
Nov 8
•
Rory Johnston
9
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Oil Context Weekly (W45)
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North American Oil Data Deck (November 2024)
Another fresh continental production record in August on steady albeit slower US gains and still-robust Canadian output growth.
Nov 4
•
Rory Johnston
7
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North American Oil Data Deck (November 2024)
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Oil Context Weekly (W44)
Crude prices collapsed following narrower than feared Israeli strikes on Iran but began to recover on renewed saber-rattling from Tehran; US election…
Nov 1
•
Rory Johnston
10
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Oil Context Weekly (W44)
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