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Oil Context Weekly (W40)
Crude prices pulled back on the recent recovery in Middle Eastern oil flows despite growing fears of an escalation in hostilities, while governments…
Oct 2
•
Rory Johnston
22
1
Oil Context Weekly (W39)
Crude ended roughly flat once again this week despite a more than $10/bbl intraweek range as the barrel ricocheted between diplomatic optimism and…
Sep 25
•
Rory Johnston
37
1
1
Oil Context Weekly (W38)
Saudi Arabia’s East-West Pipeline entirely offline this week and will remain throttled for a month or more, pushing Riyadh headlong into the Hormuz dark…
Sep 18
•
Rory Johnston
29
Oil Context Weekly (W37)
Crude prices and term structure explode higher amidst Houthi Red Sea advance and strikes that have at least temporarily taken Saudi Arabia’s critical…
Sep 11
•
Rory Johnston
27
Oil Context Weekly (W36)
Oil prices pop, diesel crack spreads hit all-time highs, crude backwardation sharply steepened, and the US and Iran exchanged intensified strikes amidst…
Sep 4
•
Rory Johnston
35
5
Oil Context Weekly (W35)
Crude markets ease back as ECONOMIC D-DAY disappoints and Hormuz transits continue to grind higher, while road fuel scarcity worsens and Washington goes…
Aug 28
•
Rory Johnston
31
1
Oil Context Weekly (W34)
Crude prices continued to climb amidst diminished US-Iran diplomatic hopes, while sustained diesel crack spreads hit all-time highs as US distillate…
Aug 21
•
Rory Johnston
38
1
Oil Context Weekly (W33)
Crude prices rise on fading hopes of Hormuz management deal and as both sides hunker down for an even longer showdown amidst more shipping attacks and a…
Aug 14
•
Rory Johnston
40
Oil Context Weekly (W32)
Crude prices fell back as Trump abandoned threatened Iran strikes and on renewed (though thus far unrealized) deal optimism; Hormuz flow inched higher…
Aug 7
•
Rory Johnston
37
2
Oil Context Weekly (W31)
Crude markets eased amidst a tentative pause in US-Iran fighting before tightening anew as strikes reignited and spread to critical Saudi oil facilities…
Jul 31
•
Rory Johnston
40
4
Oil Context Weekly (W30)
Crude prices continue to spiral upward, temporarily breaking back above $100/bbl as the Iran War escalated and the Houthis more directly joined the…
Jul 24
•
Rory Johnston
41
3
Oil Context Weekly (W29)
Hormuz flows and Gulf loadings have definitively rolled over amidst mounting attacks while the oil complex rerated sharply higher across flat crude…
Jul 17
•
Rory Johnston
41
6
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