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Artwork for Commodity Context

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
Issues290SubscribersRead commoditycontext.com

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Chart Rankings

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#79
Substack
/Finance(Free)
#46
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Oil Context Weekly (W46)

Crude prices fall but Brent term structure firms as the market continues to battle to find direction amidst a flurry of headline risk and Trump policy handicapping.

5 days ago
12
0
Paid

OPEC+ Data Deck (November 2024)

Quota participating OPEC+ output fell on heavy Kazakh maintenance as well as Iraq’s continued progress towards compliance, while overall output rose thanks to the end of the Libyan export blockade.

7 days ago
9
0
Paid

Oil Context Weekly (W45)

Crude prices rise on OPEC+’s output liftoff delay and then chop violently sideways following US election as participants attempt to handicap the effects of Trump’s second term on global oil markets.

12 days ago
9
0
Paid

North American Oil Data Deck (November 2024)

Another fresh continental production record in August on steady albeit slower US gains and still-robust Canadian output growth.

16 days ago
7
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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