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Commodity Context

Rory Johnston
Hundreds of paid subscribers

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

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PricingFreemiumPublishesDaily
Issues506Founded5 years agoLast Issue4 days ago
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Latest Issues

OPEC+ Data Deck (October 2026)

Middle Eastern crude production continued to rise through September as Hormuz flows reached a wartime high, driven by Saudi Arabia’s return to Gulf loadings and Iraq’s recovery to near-prewar exports.

Below the paywall you will find the la...

4 days ago
31
Paid

Oil Context Weekly (W41)

Crude rises as most intense pace of Iranian shipping strikes of the war reverses previous recovery in oil flowing through the Strait, while the White House grows ever-more desperate on diesel

Happy Friday, Oil Watchers!

9 days ago
39
Paid

North American Oil Data Deck (October 2026)

US crude production set a fresh all-time high in July, though output growth continues to gradually decelerate, while refineries are running full tilt and high prices begin to take their toll on demand

This 47-page October 2026 edition of m...

9 days ago
26
Paid

Oil Context Weekly (W40)

Crude prices pulled back on the recent recovery in Middle Eastern oil flows despite growing fears of an escalation in hostilities, while governments return to energy security interventions once again

Happy Friday, Oil Watchers!

16 days ago
27
Paid

Diesel Danger Zone

Wars have hobbled many of the world’s largest diesel exporters, pushing the price of the industrial workhorse fuel into the stratosphere in search of elusive demand destruction as governments scramble

I’ll be in Washington, DC next week di...

17 days ago
45
Paid

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  • Rory Johnston

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

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