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Oil Context Weekly (W17)
Crude prices fell after an early-week rally was stamped out by a fresh bout of Kazakh-OPEC brouhaha, stymying an ongoing effort to rebalance…
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Rory Johnston
Oil Context Weekly (W16)
Crude prices rose following new US sanctions on Chinese importers of Iranian crude, supported fundamentally by physical prompt purchases while paper…
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Rory Johnston
Oil Context Weekly (W15)
Crude continued to crater through mid-week before rebounding with other risk assets following Trump’s [partial] “tariff pause”; term structure…
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Rory Johnston
Oil Context Weekly (W14)
Crude prices collapse on double-whammy of steep demand-hampering US tariff rollout and OPEC+ bizarrely leaning into tariff-induced weakness by…
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Rory Johnston
Oil Context Weekly (W13)
Crude prices rise despite broader pullback in risk assets as hot money moves back into oil contracts and Brent term structure points to tighter physical…
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Rory Johnston
Oil Context Weekly (W12)
Crude prices rise as hot money flows return to the barrel and the US sanctions Chinese buyer of Iranian crude for the first time, though crude term…
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Rory Johnston
Oil Context Weekly (W11)
Crude prices marked a modest gain, breaking the longest weekly loss streak in a decade, while term structure remained firm and the rapid outflow of…
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Rory Johnston
Oil Context Weekly (W10)
Crude prices fell further on the back of OPEC+’s surprise decision to proceed with planned April production hikes and exceptionally volatile US trade…
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Rory Johnston
Oil Context Weekly (W9)
Crude prices weakened alongside other major risk assets this week as hot money continued to pull back from oil, while term structure stabilized…
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Rory Johnston
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Oil Context Weekly (W8)
Crude prices rallied through the week before a macro-driven rout brought the barrel sharply into the red in a steep Friday selloff, while term structure…
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Rory Johnston
Oil Context Weekly (W7)
Crude prices rose on more notable Russian sanctions impacts before falling on news that Trump and Putin have begun bilaterally negotiating an end to…
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Rory Johnston
Oil Context Weekly (W6)
Crude prices ease on combination of US presidential jawboning, a notable weakening in term structure, and a long-awaited pullback in overstretched…
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Rory Johnston
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