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Oil Context Weekly (W51)
Crude price fell to lowest level since 2021 amidst intense speculative selling pressure—and likely record net-short spec position—before Trump’s…
Dec 19
•
Rory Johnston
16
Oil Context Weekly (W50)
Crude prices fell despite Trump’s seizure of a Venezuelan tanker and more Ukrainian attacks on Russian oil in a show of either the market’s apathy or…
Dec 12
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Rory Johnston
17
Oil Context Weekly (W49)
Crude rises on CPC terminal attacks and discussion of ever-harsher restrictions on the provision of maritime services to the Russian fleet, while OPEC…
Dec 5
•
Rory Johnston
20
Oil Context Weekly (W48)
Crude prices gained slightly on the week but ended the month lower, and Ottawa and Alberta finally signed the “Grand Bargain” MOU on which the Canadian…
Nov 28
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Rory Johnston
20
Oil Context Weekly (W47)
Crude prices eased on broader market pullback and concerns that US-proposed Ukraine peace deal removes key remaining bullish market support; diesel…
Nov 21
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Rory Johnston
13
Oil Context Weekly (W46)
Ukrainian attack on major Russian oil port shocks oil market back to life just as WTI was on the edge of prompt contango.
Nov 14
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Rory Johnston
16
Oil Context Weekly (W45)
Crude prices fell, weighed down by both fundamental pressure and a broader equity market pullback; futures curves have resumed their descent toward…
Nov 7
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Rory Johnston
8
Oil Context Weekly (W44)
Oil prices pull back from initial Russia sanctions shock as concerns wane, and term structure slumps despite gargantuan US stock draw.
Oct 31
•
Rory Johnston
11
Oil Context Weekly (W43)
Crude prices and term structure rise from the dead 🧟 on the back of surprisingly harsh US sanctions on Russian oil that threaten to dramatically…
Oct 24
•
Rory Johnston
27
Oil Context Weekly (W42)
Crude prices fall, the curve sinks deeper toward full contango, and forward oversupply estimates grow while broader risk sentiment remains under…
Oct 17
•
Rory Johnston
16
Oil Context Weekly (W41)
Crude prices crash to fresh half-year lows and the crude curve is on the edge of outright contango as geopolitical risk wanes and China balks at…
Oct 10
•
Rory Johnston
21
Oil Context Weekly (W40)
Crude cratered >$5/bbl, reversing last week’s strongest rally in months with the biggest rout in as long; visible exports are surging and OPEC denied…
Oct 3
•
Rory Johnston
17
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