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Oil [and OPEC] Context Weekly (W48)
All about OPEC+: producer group agreed to additional production cuts effective Jan '24, but negotiations were chaotic, commitments muddied, and prices…
Dec 1
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Rory Johnston
19
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Oil [and OPEC] Context Weekly (W48)
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November 2023
OPEC+ Data Deck (November '23)
More OPEC+ data to provide the fullest possible group-wide and member-level context behind today's meetings.
Nov 30
•
Rory Johnston
19
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OPEC+ Data Deck (November '23)
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What’s a Cartel To Do?
Where OPEC stands heading into a delayed meeting amidst a weaker than expected crude market and internal disagreements over the structure of ongoing…
Nov 28
•
Rory Johnston
18
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What’s a Cartel To Do?
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Oil Context Weekly (W47)
Crude ended the week virtually flat, down a mere 0.04%, despite plenty of OPEC-driven volatility over shallower US Thanksgiving holiday trading.
Nov 24
•
Rory Johnston
19
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Oil Context Weekly (W47)
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Global Oil Data Deck (November ‘23)
Market balances remained tight in September but the trailing quarterly balance loosened for the first time since January; demand is strong but narrowly…
Nov 20
•
Rory Johnston
17
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Global Oil Data Deck (November ‘23)
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Oil Context Weekly (W46)
Crude prices crashed on further speculative liquidations before those very declines jump-started the pre-meeting OPEC rumor mill, ultimately pressing…
Nov 17
•
Rory Johnston
19
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Oil Context Weekly (W46)
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Canadian Refining Regionalism
Digging into the unique features of Canada’s key refining regions—where they are, where they get their crude, what they’re producing, and why they…
Nov 14
•
Rory Johnston
19
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Canadian Refining Regionalism
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1
Oil Context Weekly (W45)
Oil prices continued their collapse for the third consecutive week, down $3/bbl driven by a suspected pullback of speculative capital amidst continued…
Nov 10
•
Rory Johnston
21
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Oil Context Weekly (W45)
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6
Oil Context Weekly (W44)
Crude prices fall more than $5/bbl and the futures curve flattens as risks of Iranian escalation wane; meanwhile, Biden Admin's hopes for Venzuela's…
Nov 3
•
Rory Johnston
18
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Oil Context Weekly (W44)
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North American Oil Data Deck (November ‘23)
Continental petroleum liquids output narrowly sets another fresh all-time high as US crude production finally sets a new high-water mark, offsetting a…
Nov 2
•
Rory Johnston
13
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North American Oil Data Deck (November ‘23)
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October 2023
Oil Context Weekly (W43)
Crude prices eased $2/bbl in their first weekly loss since the onset of the Israel-Hamas War, though traders remain wary of material directional…
Oct 27
•
Rory Johnston
17
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Oil Context Weekly (W43)
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Venezuela’s Temporary Turnaround
While an important diplomatic inflection, recent sanctions easing lifts only the latest weight from around the neck of Venezuela's oil industry long…
Oct 26
•
Rory Johnston
19
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Venezuela’s Temporary Turnaround
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