Commodity Context

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A terrible week for crude prices despite it being not at all about oil
Rory Johnston
25
3
Beijing’s commitment to COVID-zero lockdowns has prompted the steepest oil demand retrenchment in a generation
Rory Johnston
54
1
July oil market balances hit a fresh pandemic-era oversupply record on the back of deeper Chinese demand declines and further OPEC+ supply
Rory Johnston
23
Soured macro sentiment weighed on flat prices despite strengthening calendar spreads
Rory Johnston
20
2
Hidden Forces/Commodity Context crossover: regular, premium podcast updates on the oil market
Rory Johnston
18
They’re potential discretionary supply and demand!
Rory Johnston
12
2
Monthly bounce-back in continental output driven by a recovery in US offshore production, while durable YTD gains driven by the continued advance of US…
Rory Johnston
6
3
Falling production, weak investment, and little near-term turnaround potential
Rory Johnston
14
June oil market balances once again weakened off a fresh Chinese demand rout; crude prices—and even more importantly the shape of the crude curve—under…
Rory Johnston
2
“Consensus” oil market forecast comparison: looser 2022, tighter 2023, but disagreements lurk below the surface
Rory Johnston
12
2
Concerns re: weak US gasoline demand data are likely overstated and distorted by especially-pronounced pandemic-era data estimation issues
Rory Johnston
79
6
Decomposing Ever-Stable Canadian Petroleum Supply in a Sea of Oily Volatility
Rory Johnston
13
© 2022 Rory Johnston
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