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Preview

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 crisis, and subscriber Q&A

I wanted to extend a huge thank you to all the subscribers who turned out live for the first Context Call and contributed so many good questions.

We have received numerous requests for a recording of the call for people who weren’t able to make it live, so I figured the easiest way to distribute was directly here.

Paid subscribers can watch the full hour-long Context Call recording above.

Become a paid subscriber today to watch the full Context Call recording and join us in our hunt for ever-deeper oil market context

This post is for paid subscribers