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Oil Context Weekly (W5)
A very ugly week for crude knocks prices back by $7/bbl despite no major oil-related news, the most since New Year rout, with both calendar and crack…
Rory Johnston
Feb 3
21
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Oil Context Weekly (W5)
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Regaining Altitude
Assessing the ongoing recovery in aviation activity and jet fuel demand with high-frequency nowcast estimates
Rory Johnston
Feb 2
16
2
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Regaining Altitude
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January 2023
Oil Context Weekly (W4)
Weird Friday rout pulls crude lower on technical signals despite absence of relevant news, while now fully backwardated Brent futures curve better…
Rory Johnston
Jan 27
22
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Oil Context Weekly (W4)
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Global Oil Data Deck (January ‘23)
Liquids market balance tightened to a narrow surplus in November on the back of strong Asian demand growth and lower OPEC and Brazilian supply.
Rory Johnston
Jan 24
15
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Global Oil Data Deck (January ‘23)
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Oil Context Weekly (W3)
Another solid week for crude, up $2.40/bbl on further China reopening optimism, though the journey through the week was bumpy given hawkish Fed…
Rory Johnston
Jan 20
17
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Oil Context Weekly (W3)
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Barreling Ahead: 2023 Forecast Comparison
Comparing the outlooks and material forecast assumptions for the oil market in 2023 between major public forecasting agencies
Rory Johnston
Jan 19
15
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Barreling Ahead: 2023 Forecast Comparison
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Oil Context Weekly (W2)
Crude rose nearly $7/bbl for the best weekly performance in more than 3 months, but gains were driven more by the anticipation of future Chinese buying…
Rory Johnston
Jan 13
14
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Oil Context Weekly (W2)
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Strategic Petroleum Reversal
Updates along the US SPR's new and bumpy refill road
Rory Johnston
Jan 12
12
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Strategic Petroleum Reversal
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Oil Context Weekly (W1)
Oil market trips out the gate in first week of 2023 as Brent sinks below $80/bbl to its lowest weekly close in a month and prompt calendar spreads flip…
Rory Johnston
Jan 6
18
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Oil Context Weekly (W1)
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North American Oil Data Deck (January ‘22)
October was another record month for continental liquids production with monthly output gains seen across crude oil, natural gas liquids, and biofuels.
Rory Johnston
Jan 5
12
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North American Oil Data Deck (January ‘22)
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Oil in 2022: There & Back Again, a Barrel's Tale
5 key themes that drove the oil market to the second-highest level on record before ultimately giving almost all of it back
Rory Johnston
Jan 3
22
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Oil in 2022: There & Back Again, a Barrel's Tale
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December 2022
Oil Context Weekly (W52)
Crude finishes 2022 on a positive note, gaining ~$2/bbl on the week and ending the year with the Brent futures curve completely backwardated for the…
Rory Johnston
Dec 30, 2022
20
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Oil Context Weekly (W52)
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