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Global Oil Data Deck (August 2026)
Supply deficits eased modestly in June as a bounceback in Middle Eastern supplies ran into still-weaker Chinese buying; visible stockpiles rose as oil…
Aug 21
•
Rory Johnston
35
OPEC+ Data Deck (August 2026)
Middle East Gulf production rose further in July on the back of post-MOU loading recovery, but exiting oil flow has rolled over and inbound ballast…
Aug 12
•
Rory Johnston
32
North American Oil Data Deck (August 2026)
Continental petroleum production pulled back in May due to heavy seasonal maintenance rather than a derailing of trend growth, while road fuel demand…
Aug 10
•
Rory Johnston
32
1
Global Oil Data Deck (July 2026)
Oil balances tightened and stockpiles continued to plunge, driven, above all, by the rapid drawdown of strategic stocks that have partially shielded…
Jul 23
•
Rory Johnston
33
4
OPEC+ Data Deck (July 2026)
Middle Eastern crude production jumps in June alongside post-MOU spike in Hormuz traffic and dependent Persian Gulf loadings, though the latest wave of…
Jul 14
•
Rory Johnston
40
1
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
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