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Oil Context Weekly

Oil Context Weekly (W39)
Crude prices partially reversed their rally on a torrent of geopolitically bearish headlines—including a reported softening of Saudi price sensitivity
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Rory Johnston
1
Oil Context Weekly (W38)
Crude’s rebound from deeply oversold levels continued this week, driven by ongoing speculative rebuying and bolstered by a broader rally in equity…
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Rory Johnston
Oil Context Weekly (W37)
Crude prices finally bounced after reaching a 3-year low on Tuesday, with the dive lower and subsequent rebound driven far more by speculative…
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Rory Johnston
Oil Context Weekly (W36)
Worst week for oil since last October rattles industry nerves as prices fall to lowest level since late-2021, with crude falling in lockstep with…
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Rory Johnston
Oil Context Weekly (W35)
Crude term structure remains firm despite flat price pullbacks, while OPEC+ signals continuing intention to ease production cuts given Libya’s outage…
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Rory Johnston
Oil Context Weekly (W34)
Crude finally finds a bottom and begins to climb back from deeply oversold levels.
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Rory Johnston
Oil Context Weekly (W33)
Another Iran-risk hedging roller coaster cycle brought the barrel higher, then lower, as a looming and highly anticipated retaliatory strike against…
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Rory Johnston
Oil Context Weekly (W32)
Crude prices rebound to rise nearly $3/bbl following a rapid reversal of macro pressure, speculative selling, and term structure deterioration, with…
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Rory Johnston
Oil Context Weekly (W31)
Crude prices got walloped lower as further speculative liquidations and a macro-driven selloff hammered the final nails in the fourth consecutive week…
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Rory Johnston
Oil Context Weekly (W30)
Crude prices fall for the third week in a row as weakening physical market indicators get supercharged by further speculative liquidations.
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Rory Johnston
Oil Context Weekly (W29)
Friday’s aggressive crude price selloff had all the telltale signs of a speculative liquidation, with physical market indicators holding far firmer in…
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Rory Johnston
Oil Context Weekly (W28)
Crude prices suffered their first weekly loss in more than a month despite continued hot money inflows while term structure strengthened and provided a…
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Rory Johnston
1
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