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Oil & Iran War Context Weekly (W14)
War marches on and President Trump committed to weeks more fighting; Dated Brent crude prices hit their highest level since 2008 above $140/bbl and all…
Apr 3
•
Rory Johnston
52
3
Oil & Iran War Context Weekly (W13)
Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and…
Mar 27
•
Rory Johnston
41
3
Oil & Iran War Context Weekly (W12)
Crude rose in further fits and starts as the Iran War stretches into its 4th week and belligerents escalate to attacks on upstream infrastructure that…
Mar 20
•
Rory Johnston
33
3
3
Oil & Iran War Context Weekly (W11)
Iran War marches into its third week, the price of physical crude is ripping past relatively sanguine paper barrels, refined product markets are…
Mar 13
•
Rory Johnston
42
1
Oil and the Iran War Context Weekly (W10)
US-Israel-Iran war shocks oil market but prices, while sharply higher, are still far from reflecting the true damage already done, let alone the…
Mar 6
•
Rory Johnston
37
2
1
Oil Context Weekly (W9)
Iran risk continues to stoke the paper market, but signs of physical barrel weakness are spreading and getting worse as contango returns to the Brent…
Feb 27
•
Rory Johnston
29
Oil Context Weekly (W8)
Crude prices rallied on the mounting prospect of US military engagement with Iran, but the near-dated timespreads are showing weakness, likely as Iran…
Feb 20
•
Rory Johnston
33
Oil Context Weekly (W7)
Crude prices rise on Hormuz advisory before falling back on the prospect of longer US-Iran talks, with headlines dotted with a flurry of US sanctions…
Feb 13
•
Rory Johnston
15
Oil Context Weekly (W6)
Crude prices fell back sharply from last week’s Iran-related rally before recovering roughly half those losses; meanwhile, pressure continues to mount…
Feb 6
•
Rory Johnston
9
Oil Context Weekly (W5)
Crude prices rocket to their highest level since last July on the combination of still-heightened Iran risk and the background energy of frothy…
Jan 30
•
Rory Johnston
31
Oil Context Weekly (W4)
Crude prices rallied on a cornucopia of both realized and feared hits to global supplies: from further losses of already-wounded Kazakh supply to an…
Jan 23
•
Rory Johnston
27
Oil Context Weekly (W3)
Crude prices rise and fall on Iran risk amidst heavy speculative flows and options skew, while throttled activity at the CPC marine terminal is keeping…
Jan 16
•
Rory Johnston
18
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