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 | Daily |
|---|---|---|---|---|---|
| Issues | 436 | Subscribers | Read | commoditycontext.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
No End in Sight
The Trump administration continues to press its point in the Iran war and, despite some initial signs of wavering earlier this week, there are not yet any signs that this crisis is anywhere near over.
Oil and the Iran War Context Weekly (W10)
US-Israel-Iran war shocks oil market but prices, while sharply higher, are still far from reflecting the true damage already done, let alone the existential risk the market now faces.
North American Oil Data Deck (March 2026)
Continental petroleum output slipped in December, driven by the US’ second consecutive monthly crude production decline and softened by firmer activity in Canada and Mexico.
Strait to the Point on Iran
War has begun in the Gulf, and the oil market is staring down the mother of all tail risk scenarios.
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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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