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Oil Context Weekly

Oil Context Weekly (W37)
Crude prices rise despite generally weaker term structure amidst deeply oversold speculative positioning likely headed higher again following a flurry…
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Rory Johnston
Oil Context Weekly (W36)
Crude prices fall and futures curves sink as OPEC mulls further production hikes faster than expected while refined product market fortunes improve on a…
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Rory Johnston
Oil Context Weekly (W35)
Crude prices post small gain through final week of summer while diesel slipped into prompt contango for the first time this year and gasoline posted a…
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Rory Johnston
Oil Context Weekly (W34)
Crude prices gained through the latter half of the week amidst escalating attacks on Russian energy infrastructure and a paring back of some speculative…
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Rory Johnston
Oil Context Weekly (W33)
Crude prices sank lower amidst bearish forecasts as market awaits outcome of Trump-Putin deal, though downside pressure driven by heavy speculative…
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Rory Johnston
Oil Context Weekly (W32)
Crude prices pulled back to their weakest level in months as US policy disposition—both tariffs and sanctions—shifts from supply-side tailwind to…
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Rory Johnston
Oil Context Weekly (W31)
Crude prices rose on sanctions risks before collapsing again on tariffs risk and weak economic data, while backwardation strengthened more durably and…
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Rory Johnston
Oil Context Weekly (W30)
Crude prices grinded lower amidst a second consecutive week of term structure weakening, yet more trade policy headline ping pong, and a move by the…
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Rory Johnston
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Oil Context Weekly (W29)
Crude prices and term structure weakened despite a spate of drone attacks on Iraqi Kurdish oilfields and the latest round of EU sanctions against…
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Rory Johnston
Oil Context Weekly (W28)
Crude prices rose amidst renewed geopolitical tumult, now with a focus on potential Russian sanctions, and ever-stronger spot market pressures alongside…
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Rory Johnston
Oil Context Weekly (W27)
Crude prices edged higher on firmer term structure and US trade deal optimism while middle distillates, like diesel, continue to be the epicenter of…
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Rory Johnston
Oil Context Weekly (W26)
Crude prices plummeted and the belly of the curve once again sank into contango as the Iran risk bubble popped, while prompt spreads strengthened…
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Rory Johnston
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