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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
Global Oil Data Deck (November 2025)
Global liquids market balances loosened to their weakest since January 2023, with the growing surplus still primarily translating into swelling stocks…
Nov 25, 2025
•
Rory Johnston
17
OPEC+ Data Deck (November 2025)
Official OPEC crude production slowed, according to official statistics, in line with the deceleration in monthly Great 8 quota increases, while…
Nov 13, 2025
•
Rory Johnston
12
North American Oil Data Deck (November 2025)
One more record production month for North America in August, with continental liquids output topping 31 MMbpd, while demand eased modestly across all…
Nov 6, 2025
•
Rory Johnston
22
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…
Oct 24, 2025
•
Rory Johnston
13
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