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Oil Context Weekly (W13)
Crude prices hit a fresh year-to-date high as Russia’s production cuts start to seem more real and market outlooks continue to tighten.
1 hr ago
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Rory Johnston
10
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Oil Context Weekly (W13)
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Guyanese Growing Pains
The world’s newest major oil producer is growing by leaps and bounds, but its historic success has sown the seeds of both geopolitical and corporate…
Mar 27
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Rory Johnston
15
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Guyanese Growing Pains
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Oil Context Weekly (W12)
Crude prices end the week flat, pulling back from recent highs as market participants question the staying power of last week’s rally accentuated by the…
Mar 22
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Rory Johnston
10
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Oil Context Weekly (W12)
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Global Oil Data Deck (March 2024)
Market balances flip back to mild supply deficit in January on the back of winter storm impacts in the US and the [half-hearted] start to OPEC+’s Q1…
Mar 21
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Rory Johnston
17
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Global Oil Data Deck (March 2024)
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China’s High Demand Bar
Chinese petroleum product demand grew more last year than any country in history, setting an impossibly high bar against which any pace of demand growth…
Mar 19
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Rory Johnston
14
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China’s High Demand Bar
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Oil Context Weekly (W11)
Crude prices rocketed to fresh year-to-date highs on the double whammy of massive Ukrainian drone attacks on Russian refineries and the IEA’s abrupt…
Mar 15
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Rory Johnston
17
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Oil Context Weekly (W11)
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OPEC+ Data Deck (March 2024)
OPEC+ production was roughly flat in February, exceeding group-wide quotas for the second consecutive month on enduring Iraqi and Kazakh overproduction.
Mar 13
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Rory Johnston
12
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OPEC+ Data Deck (March 2024)
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Oil Context Weekly (W10)
Crude prices fall ~$1.50 but remained well within their month-long range; meanwhile, rapidly easing backwardation in crude calendar spreads is a much…
Mar 8
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Rory Johnston
18
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Oil Context Weekly (W10)
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India Demanding More
How current Indian demand trends inform expectations of India as the primary driver of global petroleum consumption over the coming decade.
Mar 7
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Rory Johnston
21
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India Demanding More
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Oil Context Weekly (W9)
Tightening spot markets and wider backwardation press US crude prices to the highest level in nearly four months, though heavy speculative inflows…
Mar 1
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Rory Johnston
17
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Oil Context Weekly (W9)
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February 2024
North American Oil Data Deck (March ‘24)
Full-year data confirms North America’s record petroleum production through 2023.
Feb 29
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Rory Johnston
22
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North American Oil Data Deck (March ‘24)
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Oil Context Weekly (W8)
Crude prices fell ~$2/bbl despite continued strength in calendar spreads, once again failing to breach the stubborn ~$83-84/bbl resistance level that…
Feb 23
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Rory Johnston
22
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Oil Context Weekly (W8)
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