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 | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 387 | Subscribers | Read | commoditycontext.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Oil Context Weekly (W40)
Crude cratered >$5/bbl, reversing last week’s strongest rally in months with the biggest rout in as long; visible exports are surging and OPEC denied rumours of even-faster production hikes.
North American Oil Data Deck (October 2025)
Another continental production record in July as both US shale & Canada’s oil sands reset fresh highs while demand was boosted by petrochemicals in the US and in Canada by record jet fuel consumption.
Oil Context Weekly (W39)
Mounting geopolitical risk and renewed Russian supply concerns collide with overstretched bearish positioning to spark largest weekly crude price rally since June’s Israel-Iran war.
Global Oil Data Deck (September 2025)
Oil market balances counter-seasonally weakened into July and markets flipped back into a small, abnormal summer surplus as production continues to grow at more than twice the pace of consumption.
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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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