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 | 445 | Subscribers | Read | commoditycontext.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Billion Barrel Cost of a Longer Iran War
The total volume of unproduced Gulf barrels is set to rise above one billion barrels over full shock duration; lost production in April alone will absorb nearly the entire IEA-coordinated SPR release.
[FREE] From Glutted to Gutted
Happy weekend, Commodity Context subscribers!
Oil & Iran War Context Weekly (W13)
Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and term structure keeps getting tighter.
Context Call: March 2026
The staggering barrel math behind the Iran War and the Strait of Hormuz stoppage, an overview of market impacts, likely future trajectories of the crisis, and subscriber Q&A
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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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