Oil Context Weekly

Oil Context Weekly (W44)

Oil prices pull back from initial Russia sanctions shock as concerns wane, and term structure slumps despite gargantuan US stock draw.

Oct 31 •

Oil Context Weekly (W43)

Crude prices and term structure rise from the dead 🧟 on the back of surprisingly harsh US sanctions on Russian oil that threaten to dramatically…

Oct 24 •

Oil Context Weekly (W42)

Crude prices fall, the curve sinks deeper toward full contango, and forward oversupply estimates grow while broader risk sentiment remains under…

Oct 17 •

Oil Context Weekly (W41)

Crude prices crash to fresh half-year lows and the crude curve is on the edge of outright contango as geopolitical risk wanes and China balks at…

Oct 10 •

Oil Context Weekly (W40)

Crude cratered >$5/bbl, reversing last week’s strongest rally in months with the biggest rout in as long; visible exports are surging and OPEC denied…

Oct 3 •

Oil Context Weekly (W39)

Mounting geopolitical risk and renewed Russian supply concerns collide with overstretched bearish positioning to spark largest weekly crude price rally…

Sep 26 •

Oil Context Weekly (W38)

Crude prices fall despite an early-week rally on Russian supply concerns, while Brent term structure begins to improve and refined product margins…

Sep 19 •

Oil Context Weekly (W37)

Crude prices rise despite generally weaker term structure amidst deeply oversold speculative positioning likely headed higher again following a flurry…

Sep 12 •

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…

Sep 5 •

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…

Aug 29 •

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…

Aug 22 •

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…

Aug 15 •

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