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China Sputtering
The world’s perennial fastest-growing source of petroleum consumption is seeing demand contract once again following last year’s historic recovery…
Jul 23
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Rory Johnston
16
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China Sputtering
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Barrelling Ahead: OPEC’s Plan and Oil’s Next 18 Months
OPEC+’s conditional plan to ease production cuts theoretically returns a huge volume of crude next year but the market will not likely be positioned to…
Jul 11
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Rory Johnston
13
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Barrelling Ahead: OPEC’s Plan and Oil’s Next 18 Months
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Pipeline from Perdition
The start-up of the Trans Mountain Expansion (TMX) pipeline staves off yet another Western Canadian crude egress crisis and diversifies export…
Jun 17
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Rory Johnston
12
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Pipeline from Perdition
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Quick Context: OPEC’s Sustainable Shift
The OPEC+ announcement is modestly near-term bearish vs prior expectation but puts the producer group on a far more sustainable production policy…
Jun 3
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Rory Johnston
12
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Quick Context: OPEC’s Sustainable Shift
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OPEC’s Capacity for Confusion
OPEC+’s process of re-estimating member production capacities and baselines has the potential to fundamentally alter the producer group’s output…
May 28
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Rory Johnston
15
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OPEC’s Capacity for Confusion
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Diesel, The Mid Distillate
The world’s key industrial fuel is flashing warning signs for global oil demand.
May 9
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Rory Johnston
15
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Diesel, The Mid Distillate
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Crude Price Model: Impact of Realized Fundamentals
How much of the 2024 oil price rally can be ascribed to inventories alone?
Apr 30
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Rory Johnston
13
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Crude Price Model: Impact of Realized Fundamentals
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OPEC’s Price
It’ll take even higher oil prices to derail OPEC+ from its current production plans.
Apr 10
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Rory Johnston
15
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OPEC’s Price
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Guyanese Growing Pains
The world’s newest major oil producer is growing by leaps and bounds, but its historic success has sown the seeds of both geopolitical and corporate…
Mar 27
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Rory Johnston
15
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Guyanese Growing Pains
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China’s High Demand Bar
Chinese petroleum product demand grew more last year than any country in history, setting an impossibly high bar against which any pace of demand growth…
Mar 19
•
Rory Johnston
14
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China’s High Demand Bar
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India Demanding More
How current Indian demand trends inform expectations of India as the primary driver of global petroleum consumption over the coming decade.
Mar 7
•
Rory Johnston
21
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India Demanding More
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Barrelling Ahead: 2024 Demand Debate
The nearly 1 MMbpd demand growth forecast difference between OPEC and the Western oil agencies will set the speed limit for OPEC+’s…
Feb 13
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Rory Johnston
17
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Barrelling Ahead: 2024 Demand Debate
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