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Oil & Iran War Context Weekly (W15)
Crude prices collapsed following the announcement of an Iran War ceasefire, during which attacks have continued, to reopen the Strait of Hormuz, which…
9 hrs ago
•
Rory Johnston
28
North American Oil Data Deck (April 2026)
Winter Storm Fern cratered continental petroleum output and while at the same time supercharging product demand by an almost equivalent magnitude.
16 hrs ago
•
Rory Johnston
37
Oil & Iran War Context Weekly (W14)
War marches on and President Trump committed to weeks more fighting; Dated Brent crude prices hit their highest level since 2008 above $140/bbl and all…
Apr 3
•
Rory Johnston
55
3
The Billion Barrel Cost of a Longer Iran War
The total volume of unproduced Gulf barrels is set to rise above one billion barrels over full shock duration; lost production in April alone will…
Apr 2
•
Rory Johnston
55
1
2
March 2026
[FREE] From Glutted to Gutted
Are We Approaching an Unprecedented Energy Crisis? Attempts to reroute or offset Iranian-throttled oil continue to fall short.
Mar 28
•
Rory Johnston
64
2
3
Oil & Iran War Context Weekly (W13)
Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and…
Mar 27
•
Rory Johnston
41
3
Context Call: March 2026
The staggering barrel math behind the Iran War and the Strait of Hormuz stoppage, an overview of market impacts, likely future trajectories of the…
Mar 27
•
Rory Johnston
18
1:03:57
Global Oil Data Deck (March 2026)
The Iran War and stoppage of traffic through the Strait of Hormuz has cratered Middle Eastern supply and flipped the oil market into an all-time record…
Mar 23
•
Rory Johnston
37
1
4
Oil & Iran War Context Weekly (W12)
Crude rose in further fits and starts as the Iran War stretches into its 4th week and belligerents escalate to attacks on upstream infrastructure that…
Mar 20
•
Rory Johnston
33
3
3
[FREE] Q&A With Harvard Business Review
Excerpt from a lengthy discussion about the Iran War and the ongoing, historic energy supply crisis: how it works, how bad it could get, and how…
Mar 20
•
Rory Johnston
38
OPEC+ Data Deck (March 2026)
Where the producer group stood heading into the most severe supply crisis in its history, as well as early estimates regarding where the core of OPEC's…
Mar 16
•
Rory Johnston
33
Oil & Iran War Context Weekly (W11)
Iran War marches into its third week, the price of physical crude is ripping past relatively sanguine paper barrels, refined product markets are…
Mar 13
•
Rory Johnston
42
1
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