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Global Oil Data Deck (April 2024)
Market remains tight in February as prolonged winter storm-related supply losses and OPEC+ cuts run into firm demand.
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Rory Johnston
OPEC+ Data Deck (April 2024)
OPEC+ production fell slightly in March, but declines were mostly unrelated to the producer group’s ongoing overproduction compliance challenges.
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Rory Johnston
North American Oil Data Deck (April ‘24)
Winter storm production disruptions were larger than initially projected, though 2023 growth was strong enough to keep year-over-year comparisons in…
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Rory Johnston
Global Oil Data Deck (March 2024)
Market balances flip back to mild supply deficit in January on the back of winter storm impacts in the US and the [half-hearted] start to OPEC+’s Q1…
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Rory Johnston
OPEC+ Data Deck (March 2024)
OPEC+ production was roughly flat in February, exceeding group-wide quotas for the second consecutive month on enduring Iraqi and Kazakh overproduction.
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Rory Johnston
North American Oil Data Deck (March ‘24)
Full-year data confirms North America’s record petroleum production through 2023.
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Rory Johnston
Global Oil Data Deck (February 2024)
Market balances exited 2023 in mild supply surplus after a year defined by strong demand growth, surprisingly robust non-OPEC supply gains, and…
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Rory Johnston
OPEC+ Data Deck (February 2024)
OPEC+ production fell 240 kbpd m/m in January, less than half the incremental 500 kbpd Q1 cut commitment; OPEC+ now overproducing its collective quota…
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Rory Johnston
North American Oil Data Deck (February ‘24)
Record Canadian and US production drove North American liquids output to yet another record high in November.
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Rory Johnston
Global Oil Data Deck (January 2024)
Oil market balances loosened further in November as an exaggerated seasonal pullback in demand ran up against flat supply.
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Rory Johnston
OPEC Data Deck (January 2024)
Quota-participating OPEC+ crude production rose slightly in December, driven largely by gains in Nigeria, Iraq, and Kazakhstan, which together offset…
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Rory Johnston
North American Oil Data Deck (January ‘24)
Continental liquids production set yet another all-time high in October of more than 29.1 MMbpd as US output lingered around record highs and Canadian…
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Rory Johnston
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