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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
Issues217SubscribersRead commoditycontext.com

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#64
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Oil Context Weekly (W14)

Fundamentally supported but speculatively driven rally pushes Brent crude prices into the $90s for the first time since last October on heightened geopolitical tensions between Israel and Iran.

12 days ago
41
0
Paid

North American Oil Data Deck (April ‘24)

Winter storm production disruptions were larger than initially projected, though 2023 growth was strong enough to keep year-over-year comparisons in positive territory.

15 days ago
19
0
Paid

Oil Context Weekly (W13)

Crude prices hit a fresh year-to-date high as Russia’s production cuts start to seem more real and market outlooks continue to tighten.

20 days ago
19
0
Paid

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 conflict.

21 days ago
15
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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