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Commodity Context

Rory Johnston

Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues304SubscribersRead commoditycontext.com

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#93
Substack
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Oil Context Weekly (W1)

Crude prices rallied to their highest level since mid-October—threatening an upside breakout—bolstered by a rapid strengthening in crude futures term structure centered in North America.

a month ago
19
0
Paid

Oil in 2024: A Year of Fragile Stability

Crude prices declined modestly through 2024 but volatility eased, despite plenty of headline risk, as growth in both supply and demand slowed.

a month ago
10
0
Paid

Oil Context Weekly (W52)

‘Twas the final week of the year for the oil market and not a creature, trader, or headline was stirring

a month ago
13
0
Paid

Oil Context Weekly (W51)

Crude prices fell as the Fed’s hawkish outlook hit risk assets, while steady-to-stronger term structure reassured that this was a sentiment and flows-driven selloff more so than anything fundamental.

2 months ago
14
0
Paid

Authors

The writers behind this newsletter.

  • Rory Johnston

    Data-first, visualization-forward commodity market researcher specializing in the oil & gas industry.

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