Data Decks

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…

Sep 11 •

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…

Sep 3 •

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…

Aug 20 •

OPEC+ Data Deck (August 2025)

OPEC+ crude output continued to rise in July, though gains continue to accumulate more slowly than do quota hikes.

Aug 12 •

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…

Jul 23 •

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…

Jul 15 •

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…

Jul 3 •

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…

Jun 26 •

OPEC+ Data Deck (June 2025)

OPEC+ crude output rose in May, but Great 8 production increased by barely more than one-third of pledged 411 kbpd quota hike.

Jun 17 •

North American Oil Data Deck (June 2025)

Continental production leapt back to life in March, setting fresh record highs as persistent US and Canadian upstream growth continues to make up for…

Jun 3 •

Global Oil Data Deck (May 2025)

Oil markets flipped into an implied surplus in March for the first time so far in 2025, led by a return of Chinese demand weakness that ran up against…

May 22 •

OPEC+ Data Deck (May 2025)

Quota-participating crude production flatlines in April despite groupwide output target hike

May 15 •

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