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Context Call: July 2026 (Video)
Post-MOU status of shipping flows through the Strait of Hormuz, the ongoing depression in China’s crude import appetite, and the emergence of the…
18 hrs ago
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Rory Johnston
11
1:12:42
[FREE] Is Big Oil ‘Price Gouging’?
Reduced global refinery capacity, not corporate greed, is keeping pump prices high.
22 hrs ago
•
Rory Johnston
28
1
1
North American Oil Data Deck (July 2026)
Continental petroleum production jumped back to near all-time highs in April on the back of the reacceleration of previously slowing upstream growth in…
Jul 8
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Rory Johnston
31
1
REMINDER: Context Call Tomorrow
Subscribe for details and registration link; paid subscribers will find link below paywall
Jul 7
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Rory Johnston
31
4
Oil Context Weekly (W27)
Crude prices were effectively flat this week amidst a comparatively-quiet stretch of summer headlines, with all eyes on the optimistic-but-lurching…
Jul 3
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Rory Johnston
40
1
Getting Our Bearings Strait
Assessing the pace and sustainability of the faster-than-expected post-MOU recovery in oil flows—both ways—through the Strait of Hormuz and the…
Jul 2
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Rory Johnston
36
2
June 2026
Oil Context Weekly (W26)
Crude fell another $8.50/bbl and Brent slipped into prompt contango for the first since February as the surge of exiting Hormuz barrels hit a still weak…
Jun 26
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Rory Johnston
41
1
Global Oil Data Deck (June 2026)
Oil markets remained in deep supply deficit through April as the ongoing Middle Eastern production shut-ins were only partially offset by the pullback…
Jun 25
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Rory Johnston
42
Oil & Iran War Context Weekly (W25)
Crude plunged and curves flirted with prompt contango on the back of massive speculative short-selling following the announcement and signing of the…
Jun 19
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Rory Johnston
45
2
OPEC+ Data Deck (June 2026)
Middle Eastern crude production inches higher as Gulf producers gained on incremental Hormuz Crisis logistical improvements; the Emiratis have left the…
Jun 15
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Rory Johnston
41
Oil & Iran War Context Weekly (W24)
Crude prices sank to the lowest weekly close since February on the back of a whiplash shift from missiles flying across the Gulf to what most parties…
Jun 12
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Rory Johnston
51
Oil & Iran War Context Weekly (W23)
Crude prices rose through Wednesday before pulling back to end the week only modestly higher; all’s quiet on the US-Iran negotiation front, and all eyes…
Jun 5
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Rory Johnston
46
1
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