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Global Oil Data Deck (October 2025)
Oil markets continued softening through August and supply surpluses returned in full force as a summer demand boost receded and OPEC+-fueled supply…
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Rory Johnston
OPEC+ Data Deck (October 2025)
Official OPEC crude production data tracked announced production hikes while implied output estimates rose even faster; the producer group agreed to…
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Rory Johnston
North American Oil Data Deck (October 2025)
Another continental production record in July as both US shale & Canada’s oil sands reset fresh highs while demand was boosted by petrochemicals in the…
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Rory Johnston
Global Oil Data Deck (September 2025)
Oil market balances counter-seasonally weakened into July and markets flipped back into a small, abnormal summer surplus as production continues to grow…
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Rory Johnston
OPEC+ Data Deck (September 2025)
Official OPEC production data indicates further output increases in line with accelerated cut unwind—though implied production estimates marked a…
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Rory Johnston
North American Oil Data Deck (September 2025)
Continental production bounced back in June on fresh record-high US crude output and a rebound in Canada’s oil sands while demand also saw exceptional…
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Rory Johnston
NEW: Oil Market Positioning Data Deck
A new report decomposing and contextualizing petroleum market positioning highlights, adding further texture to paper market realities beyond oil's…
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Rory Johnston
OPEC+ Data Deck (August 2025)
OPEC+ crude output continued to rise in July, though gains continue to accumulate more slowly than do quota hikes.
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Rory Johnston
Global Oil Data Deck (July 2025)
Oil markets tightened in May despite notable stateside demand weakness while June looks caught between strengthening Chinese demand and the realization…
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Rory Johnston
OPEC+ Data Deck (July 2025)
OPEC+ crude output jumped in June and made up for sluggish May output gains while official quota-cheating is now a Kazakh-only problem and Saudi…
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Rory Johnston
North American Oil Data Deck (July 2025)
Continental production pulled back in April on seasonal Canadian oil sands output declines, while US crude production began to stall out and demand…
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Rory Johnston
Global Oil Data Deck (June 2025)
Oil markets weakened further into the largest supply surplus in ~2 years in April— though much of that ended up in quasi-strategic Chinese stocks, which…
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Rory Johnston
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