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OPEC+ Data Deck (May 2026)
Crude output slips further to fresh 35-year low for OPEC as the full impact of Hormuz-necessitated wellhead shut-ins hit the tape, and the UAE departs…
May 13
•
Rory Johnston
38
North American Oil Data Deck (May 2026)
Continental production jumped back to life in February from winter storm-depressed January levels while stateside product demand surged to the strongest…
May 7
•
Rory Johnston
46
Global Oil Data Deck (April 2026)
Balances tightened further through February before the onset of the Iran War; the >1 billion barrels of now guaranteed supply loss will prompt an…
Apr 29
•
Rory Johnston
53
3
1
OPEC+ Data Deck (April 2026)
Expanded producer group crude output fell to an all time low in March driven by the Hormuz closure and forced Gulf shut-ins; original OPEC output fell…
Apr 13
•
Rory Johnston
56
2
2
North American Oil Data Deck (April 2026)
Winter Storm Fern cratered continental petroleum output and while at the same time supercharging product demand by an almost equivalent magnitude.
Apr 10
•
Rory Johnston
42
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
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