Commodity Context
Subscribe
Sign in
Home
Oil Context Weekly
Data Decks
Thematic Research
About
Data Decks
Latest
Top
Discussions
Global Oil Data Deck (March 2026)
The Iran War and stoppage of traffic through the Strait of Hormuz has cratered Middle Eastern supply and flipped the oil market into an all-time record…
Mar 23
•
Rory Johnston
37
1
4
OPEC+ Data Deck (March 2026)
Where the producer group stood heading into the most severe supply crisis in its history, as well as early estimates regarding where the core of OPEC's…
Mar 16
•
Rory Johnston
33
North American Oil Data Deck (March 2026)
Continental petroleum output slipped in December, driven by the US’ second consecutive monthly crude production decline and softened by firmer activity…
Mar 4
•
Rory Johnston
28
Global Oil Data Deck (February 2026)
The oil market supply surplus shrank in December for the first time in 6 months, closing out the most oversupplied year since COVID-battered 2020 with…
Feb 20
•
Rory Johnston
27
OPEC+ Data Deck (February 2026)
Official OPEC+ quota-bound production fell again in January given more bad luck in Kazakhstan, though, even with this decline, a mountain of Kazakh…
Feb 12
•
Rory Johnston
19
North American Oil Data Deck (February 2026)
Continental petroleum output hits fresh high-water mark with Canadian supply reaching all-time highs amidst a bounceback in oilsands activity…
Feb 9
•
Rory Johnston
12
Global Oil Data Deck (January 2026)
Market balances continued loosening and inventories swelled; supply growth is outpacing demand gains by more than 3x but demand is still outperforming…
Jan 22
•
Rory Johnston
24
1
OPEC+ Data Deck (January 2026)
Official OPEC+ quota-bound production falls by largest monthly volume since the production hike accelerated in April, thanks largely to Kazakh…
Jan 14
•
Rory Johnston
12
North American Oil Data Deck (January 2026)
Continental liquids production growth decelerates on slowing US shale patch and late-season Canadian oil sands maintenance.
Jan 7
•
Rory Johnston
9
Global Oil Data Deck (December 2025)
Global liquids market balances loosened further in October and remained acutely oversupplied, with the observed surplus continuing to be validated by…
Dec 23, 2025
•
Rory Johnston
17
OPEC+ Data Deck (December 2025)
Official OPEC+ crude production figures rose in November alongside quota hike but flows-implied output estimates fell, shrinking the estimate gap that…
Dec 11, 2025
•
Rory Johnston
26
1
North American Oil Data Deck (December 2025)
Another record month for continental petroleum production, with year-over-year growth supercharged by favourable 2024 maintenance and hurricane-related…
Dec 3, 2025
•
Rory Johnston
8
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
