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Global Oil Data Deck (July 2025)
Oil markets tightened in May despite notable stateside demand weakness while June looks caught between strengthening Chinese demand and the realization…
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Rory Johnston
OPEC+ Data Deck (July 2025)
OPEC+ crude output jumped in June and made up for sluggish May output gains while official quota-cheating is now a Kazakh-only problem and Saudi…
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Rory Johnston
North American Oil Data Deck (July 2025)
Continental production pulled back in April on seasonal Canadian oil sands output declines, while US crude production began to stall out and demand…
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Rory Johnston
4
Global Oil Data Deck (June 2025)
Oil markets weakened further into the largest supply surplus in ~2 years in April— though much of that ended up in quasi-strategic Chinese stocks, which…
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Rory Johnston
OPEC+ Data Deck (June 2025)
OPEC+ crude output rose in May, but Great 8 production increased by barely more than one-third of pledged 411 kbpd quota hike.
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Rory Johnston
North American Oil Data Deck (June 2025)
Continental production leapt back to life in March, setting fresh record highs as persistent US and Canadian upstream growth continues to make up for…
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Rory Johnston
1
Global Oil Data Deck (May 2025)
Oil markets flipped into an implied surplus in March for the first time so far in 2025, led by a return of Chinese demand weakness that ran up against…
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Rory Johnston
OPEC+ Data Deck (May 2025)
Quota-participating crude production flatlines in April despite groupwide output target hike
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Rory Johnston
North American Oil Data Deck (May 2025)
Winter storms hammered North American petroleum liquids production in February.
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Rory Johnston
Global Oil Data Deck (April 2025)
Oil market deficits eased modestly in February as supply recovered from January lull, while crude markets were overwhelmingly driven by risk-off…
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Rory Johnston
OPEC+ Data Deck (April 2025)
Quota participating OPEC+ output eased very slightly in March despite ongoing and worsening Kazakh overproduction; the group tripled pace of May output…
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Rory Johnston
North American Oil Data Deck (April 2025)
Winter storm-related base effects in early 2024 masked an otherwise lackluster series of monthly declines in North American production while demand…
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Rory Johnston
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