Sitemap - 2026 - Commodity Context

North American Oil Data Deck (October 2026)

Oil Context Weekly (W40)

Diesel Danger Zone

Oil Context Weekly (W39)

Global Oil Data Deck (September 2026)

Oil Context Weekly (W38)

The Beijing Swing, Part 2: Refined Products

Oil Context Weekly (W37)

OPEC+ Data Deck (September 2026)

Oil Context Weekly (W36)

North American Oil Data Deck (September 2026)

Oil Context Weekly (W35)

Oil Context Weekly (W34)

Global Oil Data Deck (August 2026)

Oil Context Weekly (W33)

[PUBLIC] How China Saved the Global Oil Market

OPEC+ Data Deck (August 2026)

North American Oil Data Deck (August 2026)

Oil Context Weekly (W32)

The Beijing Swing, Part 1: Crude Oil

Oil Context Weekly (W31)

Oil Context Weekly (W30)

Global Oil Data Deck (July 2026)

Oil Context Weekly (W29)

OPEC+ Data Deck (July 2026)

Oil Context Weekly (W28)

Context Call: July 2026 (Video)

[FREE] Is Big Oil ‘Price Gouging’?

North American Oil Data Deck (July 2026)

REMINDER: Context Call Tomorrow

Oil Context Weekly (W27)

Getting Our Bearings Strait

Oil Context Weekly (W26)

Global Oil Data Deck (June 2026)

Oil & Iran War Context Weekly (W25)

OPEC+ Data Deck (June 2026)

Oil & Iran War Context Weekly (W24)

Oil & Iran War Context Weekly (W23)

Context Call: June 2026 (Video)

[FREE] A Beginner’s Guide to Reopening the Strait

North American Oil Data Deck (June 2026)

Oil & Iran War Context Weekly (W22)

Global Oil Data Deck (May 2026)

Oil & Iran War Context Weekly (W21)

Chinese Demand Destruction or Strategic Supply?

Oil & Iran War Context Weekly (W20)

OPEC+ Data Deck (May 2026)

Oil & Iran War Context Weekly (W19)

North American Oil Data Deck (May 2026)

Context Call: May 2026 (Video)

Oil & Iran War Context Weekly (W18)

Global Oil Data Deck (April 2026)

Oil & Iran War Context Weekly (W17)

Sanguine Strait Stoppage

Oil & Iran War Context Weekly (W16)

OPEC+ Data Deck (April 2026)

Oil & Iran War Context Weekly (W15)

North American Oil Data Deck (April 2026)

Oil & Iran War Context Weekly (W14)

The Billion Barrel Cost of a Longer Iran War

[FREE] From Glutted to Gutted

Oil & Iran War Context Weekly (W13)

Context Call: March 2026

Global Oil Data Deck (March 2026)

Oil & Iran War Context Weekly (W12)

[FREE] Q&A With Harvard Business Review

OPEC+ Data Deck (March 2026)

Oil & Iran War Context Weekly (W11)

No End in Sight

Oil & Iran War Context Weekly (W10)

North American Oil Data Deck (March 2026)

Strait to the Point on Iran

Oil Context Weekly (W9)

Making Room for Venezuela

[PUBLIC] Can Trump Take Credit for Lower Oil Prices?

Oil Context Weekly (W8)

Global Oil Data Deck (February 2026)

Oil Context Weekly (W7)

OPEC+ Data Deck (February 2026)

North American Oil Data Deck (February 2026)

Oil Context Weekly (W6)

Oil Context Weekly (W5)

Barreling Ahead: Realizing—or Denying?—The Glut

Oil Context Weekly (W4)

Global Oil Data Deck (January 2026)

Oil Context Weekly (W3)

OPEC+ Data Deck (January 2026)

Oil Context Weekly (W2)

North American Oil Data Deck (January 2026)

Can Trump Really Revive Venezuela’s Oil Industry?

Oil Context Weekly (W1)