Commodity Context
Rory JohnstonData-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 274 | Subscribers | Read | commoditycontext.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Can Beijing’s Stimulus Save China’s Foundering Oil Demand?
Announced stimulus will support Chinese financial assets but is unlikely to meaningfully reverse the ongoing and acute collapse in domestic fuel consumption.
Oil Context Weekly (W38)
Crude’s rebound from deeply oversold levels continued this week, driven by ongoing speculative rebuying and bolstered by a broader rally in equity markets & risk assets in the latter half of the week.
Global Oil Data Deck (September 2024)
Global market deficits eased to their loosest level so far this year in in July as sluggish demand allowed still-resilient supply to catch up and close the gap.
Positioned on the Floor
Record-short speculative positioning in crude contracts has cratered prices and climbing back from these oversold depths is expected to support the barrel higher over the coming weeks.
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Authors
The writers behind this newsletter.
Data-first, visualization-forward commodity market researcher specializing in the oil & gas industry.
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