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North American Oil Data Deck (July 2026)
Continental petroleum production jumped back to near all-time highs in April on the back of the reacceleration of previously slowing upstream growth in…
Jul 8
•
Rory Johnston
31
1
Global Oil Data Deck (June 2026)
Oil markets remained in deep supply deficit through April as the ongoing Middle Eastern production shut-ins were only partially offset by the pullback…
Jun 25
•
Rory Johnston
42
OPEC+ Data Deck (June 2026)
Middle Eastern crude production inches higher as Gulf producers gained on incremental Hormuz Crisis logistical improvements; the Emiratis have left the…
Jun 15
•
Rory Johnston
41
North American Oil Data Deck (June 2026)
Production growth stabilizes in the US and slows in Canada; US refinery yields shifted sharply in favour of globally-scarce jet fuel but at the expense…
Jun 3
•
Rory Johnston
24
Global Oil Data Deck (May 2026)
The global liquids market flipped from protracted surpluses to the largest monthly average supply deficit on record in March, forcing the steepest ever…
May 27
•
Rory Johnston
50
2
3
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
39
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
38
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
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