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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
Oil & Iran War Context Weekly (W22)
Crude prices crater on further—though, as always, unrealized—US-Iran deal optimism and close out largest monthly decline since 2020; more diplomacy…
May 29
•
Rory Johnston
49
Oil & Iran War Context Weekly (W21)
Crude prices sink once more on renewed Iran War negotiation optimism, though major diplomatic hurdles remain and the oil market continues to hemorrhage…
May 22
•
Rory Johnston
52
4
Oil & Iran War Context Weekly (W20)
Crude prices rise back toward $110 and term structure firms again as US-Iran talks stall out and Trump’s trip to China fails to yield any meaningful…
May 15
•
Rory Johnston
46
1
Oil & Iran War Context Weekly (W19)
Crude prices pull back, once again, on hopes of a diplomatic resolution to the Hormuz stoppage despite a resurgence of violence to levels not seen since…
May 8
•
Rory Johnston
48
1
Oil & Iran War Context Weekly (W18)
Crude prices climb amidst ongoing deadlocked diplomacy, the third month of the Iran War, breaching the billion lost barrel threshold, and the UAE…
May 1
•
Rory Johnston
52
1
Oil & Iran War Context Weekly (W17)
Crude notched its first weekly gain since mid-March amidst another week of waiting, seven more days with Hormuz closed, and another 91 million Middle…
Apr 24
•
Rory Johnston
51
1
2
Oil & Iran War Context Weekly (W16)
Crude prices cratered and term structure flattened on Friday following Iran’s declaration that Hormuz is “open” despite the fact that little traffic has…
Apr 17
•
Rory Johnston
50
5
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