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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
37
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
38
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
Oil Context Weekly (W28)
Crude prices jump, see largest weekly gain since mid-May as Iran’s attempt to control Hormuz shipping flows prompted another round of skirmishes that…
Jul 10
•
Rory Johnston
31
2
Oil Context Weekly (W27)
Crude prices were effectively flat this week amidst a comparatively-quiet stretch of summer headlines, with all eyes on the optimistic-but-lurching…
Jul 3
•
Rory Johnston
40
1
Oil Context Weekly (W26)
Crude fell another $8.50/bbl and Brent slipped into prompt contango for the first since February as the surge of exiting Hormuz barrels hit a still weak…
Jun 26
•
Rory Johnston
41
1
Oil & Iran War Context Weekly (W25)
Crude plunged and curves flirted with prompt contango on the back of massive speculative short-selling following the announcement and signing of the…
Jun 19
•
Rory Johnston
45
2
Oil & Iran War Context Weekly (W24)
Crude prices sank to the lowest weekly close since February on the back of a whiplash shift from missiles flying across the Gulf to what most parties…
Jun 12
•
Rory Johnston
51
Oil & Iran War Context Weekly (W23)
Crude prices rose through Wednesday before pulling back to end the week only modestly higher; all’s quiet on the US-Iran negotiation front, and all eyes…
Jun 5
•
Rory Johnston
46
1
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