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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.
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Rory Johnston
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…
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Rory Johnston
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.
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Rory Johnston
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…
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Rory Johnston
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…
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Rory Johnston
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…
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Rory Johnston
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…
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Rory Johnston
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…
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Rory Johnston
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…
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Rory Johnston
3
October 2023
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