Oil Context Weekly

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…

Aug 8 •

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…

Aug 1 •

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…

Jul 25 •

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…

Jul 18 •

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…

Jul 11 •

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…

Jul 4 •

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…

Jun 27 •

Oil Context Weekly (W25)

Crude prices attempted to find their comfort level amidst back the Israel-Iran headline rollercoaster, while futures curves steepened into backwardation…

Jun 20 •

Oil Context Weekly (W24)

Israeli strike on Iran upends crude market, shifts focus from gradually and organically improving fundamentals to geopolitical tail risk.

Jun 13 •

Oil Context Weekly (W23)

Crude prices recovered to around their highest level since April as speculators returned to the barrel, while the rise and fall of Western Canadian…

Jun 6 •

Oil Context Weekly (W22)

Crude flat prices got jerked around by US trade policy developments and increasingly bearish OPEC+ chatter heading into the group’s weekend meeting…

May 30 •

Oil Context Weekly (W21)

Crude prices bounce around but end a headline-crammed week down only modestly

May 23 •

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