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OPEC’s Price
It’ll take even higher oil prices to derail OPEC+ from its current production plans.
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Rory Johnston
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…
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Rory Johnston
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…
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Rory Johnston
India Demanding More
How current Indian demand trends inform expectations of India as the primary driver of global petroleum consumption over the coming decade.
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Rory Johnston
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…
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Rory Johnston
4
Weekly US Crude Production Data Isn’t Real
Not all data is created equal and it’s important to differentiate between high- and low-signal quality data published by organizations like the US…
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Rory Johnston
2
The Oil Market In 2023
A year of pinballing prices amid extraordinary OPEC+ market support despite unexpectedly robust demand to offset even more unexpectedly strong supply
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Rory Johnston
What’s a Cartel To Do?
Where OPEC stands heading into a delayed meeting amidst a weaker than expected crude market and internal disagreements over the structure of ongoing…
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Rory Johnston
Canadian Refining Regionalism
Digging into the unique features of Canada’s key refining regions—where they are, where they get their crude, what they’re producing, and why they…
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Rory Johnston
1
Venezuela’s Temporary Turnaround
While an important diplomatic inflection, recent sanctions easing lifts only the latest weight from around the neck of Venezuela's oil industry long…
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Rory Johnston
Russian Fuel Autarky
Why did Russia ban diesel and gasoline exports, and what’s the risk to already-strained global refined product markets?
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Rory Johnston
2
Amending The Adjustment
New EIA oil data methodology better incorporates the double-counting of blended barrels, reducing estimates of headline US liquids demand in the…
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Rory Johnston
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