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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
•
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
•
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
•
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
•
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
•
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
•
Rory Johnston
13
OPEC+ Data Deck (October 2025)
Official OPEC crude production data tracked announced production hikes while implied output estimates rose even faster; the producer group agreed to…
Oct 13
•
Rory Johnston
18
2
North American Oil Data Deck (October 2025)
Another continental production record in July as both US shale & Canada’s oil sands reset fresh highs while demand was boosted by petrochemicals in the…
Oct 1
•
Rory Johnston
13
Global Oil Data Deck (September 2025)
Oil market balances counter-seasonally weakened into July and markets flipped back into a small, abnormal summer surplus as production continues to grow…
Sep 23
•
Rory Johnston
27
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
•
Rory Johnston
18
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
•
Rory Johnston
20
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
•
Rory Johnston
22
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