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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
Issues499Founded5 years agoLast Issue9 days ago
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Latest Issues

Oil Context Weekly (W38)

Saudi Arabia’s East-West Pipeline entirely offline this week and will remain throttled for a month or more, pushing Riyadh headlong into the Hormuz dark trade, while diesel prices rose above $220/bbl.

Happy Friday, Oil Watchers!

9 days ago
28
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The Beijing Swing, Part 2: Refined Products

Apparent Chinese petroleum product demand fell far more sharply than any activity decline in end-use sectors, with inventories likely buttressing domestic supply and putting a timer on the Swing.

Become a paid subscriber today to view this...

13 days ago
41
Paid

Oil Context Weekly (W37)

Crude prices and term structure explode higher amidst Houthi Red Sea advance and strikes that have at least temporarily taken Saudi Arabia’s critical East-West Pipeline offline, while diesel eyes ATHs

Happy Friday, Oil Watchers!

16 days ago
27
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OPEC+ Data Deck (September 2026)

Saudi crude production collapsed by 1.9 MMbpd to the lowest monthly average pace since 1990, while Iraq continues to drive production higher through aggressive discounting and shuttle trade activity.

Below the paywall you will find the lat...

17 days ago
27
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Oil Context Weekly (W36)

Oil prices pop, diesel crack spreads hit all-time highs, crude backwardation sharply steepened, and the US and Iran exchanged intensified strikes amidst still-rising Hormuz oil flows.

Happy Friday, Oil Watchers!

23 days ago
35
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  • Rory Johnston

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

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