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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
Issues458Founded5 years agoLast Issue7 days ago
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Latest Issues

OPEC+ Data Deck (May 2026)

Crude output slips further to fresh 35-year low for OPEC as the full impact of Hormuz-necessitated wellhead shut-ins hit the tape, and the UAE departs OPEC in biggest unity blow since group’s founding

The United Arab Emirates (UAE) announc...

7 days ago
36
Paid

Oil & Iran War Context Weekly (W19)

Crude prices pull back, once again, on hopes of a diplomatic resolution to the Hormuz stoppage despite a resurgence of violence to levels not seen since the announcement of the ceasefire last month.

Happy Friday, Oil Watchers!

11 days ago
47
Paid

North American Oil Data Deck (May 2026)

Continental production jumped back to life in February from winter storm-depressed January levels while stateside product demand surged to the strongest February level on record.

This 47-page May 2026 edition of my monthly data-dense, visu...

12 days ago
46
Paid

Context Call: May 2026 (Video)

Understanding the Sanguine Strait Stoppage after more than 2 months with Hormuz closed and more than a billion barrels guaranteed already lost.

Thank you to all the subscribers who turned out live for our second Context Call and contribute...

14 days ago
23
Paid

Oil & Iran War Context Weekly (W18)

Crude prices climb amidst ongoing deadlocked diplomacy, the third month of the Iran War, breaching the billion lost barrel threshold, and the UAE announcing an abrupt departure from OPEC.

Happy Friday, Oil Watchers!

18 days ago
52
Paid

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  • Rory Johnston

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

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