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Global Oil Data Deck (April 2025)
Oil market deficits eased modestly in February as supply recovered from January lull, while crude markets were overwhelmingly driven by risk-off…
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Rory Johnston
OPEC+ Data Deck (April 2025)
Quota participating OPEC+ output eased very slightly in March despite ongoing and worsening Kazakh overproduction; the group tripled pace of May output…
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Rory Johnston
North American Oil Data Deck (April 2025)
Winter storm-related base effects in early 2024 masked an otherwise lackluster series of monthly declines in North American production while demand…
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Rory Johnston
Global Oil Data Deck (March 2025)
Oil markets remained in modest supply deficit in January as a potential bottoming in Chinese demand tentatively raises hopes for a broader turnaround in…
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Rory Johnston
OPEC+ Data Deck (March 2025)
Quota participating OPEC+ output shot higher in February and groupwide quota compliance hit its worst level in years as Kazakh production rose to its…
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Rory Johnston
North American Oil Data Deck (March 2025)
Fresh all-time high liquids production in the US and Canada helped offset accelerating contractions in Mexican output in 2024, while demand growth…
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Rory Johnston
Global Oil Data Deck (February 2025)
Oil markets returned to supply deficit in December as global demand growth reaccelerated while aggregate supply continued to flatline.
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Rory Johnston
OPEC+ Data Deck (February 2025)
Quota participating OPEC+ output fell in January heading into the group’s decision re: whether to follow through on current April production hike plans…
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Rory Johnston
North American Oil Data Deck (February 2025)
Continental output of crude oil and equivalents contracts on the year in November as accelerating Mexican declines overwhelm flatlining US growth.
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Rory Johnston
Global Oil Data Deck (January 2025)
Oil markets flipped back to a small surplus in November for the first time since March, but inventories continue to draw, term structure has…
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Rory Johnston
OPEC+ Data Deck (January 2025)
Quota participating OPEC+ output fell in December as compliance continues to improve, while quota-exempt Libya lifted output to a near 12-year high.
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Rory Johnston
North American Oil Data Deck (January 2025)
Continental petroleum production rose to set yet another all-time high in October, the first month in which total North American liquids output jumped…
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Rory Johnston
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