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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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Issues512Founded5 years agoLast Issue4 days ago
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Latest Issues

North American Oil Data Deck (November 2026)

Continental output slipped in August while demand weakened under the weight of high prices.

This 47-page November 2026 edition of my monthly data-dense, visualization-heavy North American Oil Data Deck is exclusive to paid Commodity Contex...

4 days ago
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Oil Context Weekly (W44)

Crude closes at its 3rd-highest level of the war as market braces for pre-or-post-midterm escalation, while timespreads are beginning to signal a pullback in immediate supply tightness.

Happy Friday, and wishing you all a spooky Halloween...

8 days ago
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Global Oil Data Deck (October 2026)

Oil market re-tightened in August, continuing to aggressively draw global stocks and maintaining high prices despite the lurching, uneven, and at risk recovery in Middle Eastern exports.

This 74-page October 2026 edition of my monthly data...

10 days ago
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Oil Context Weekly (W43)

Political risk premium returns as crude prices rise toward Iran War highs and buyers grab what they can before a feared re-escalation; Chinese imports have tentatively recovered alongside Gulf exports

Happy Friday, Oil Watchers!

15 days ago
42
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[PUBLIC] Donald Trump’s Diesel Desperation

Hello, Commodity Context subscribers!

Our latest contribution to the Dispatch Energy newsletter, Donald Trump’s Diesel Desperation, is reprinted in full below. You can also listen to the story via the recorded voiceover.

Note: This piece...

16 days ago
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  • Rory Johnston

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

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