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 | 449 | Subscribers | Read | commoditycontext.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
OPEC+ Data Deck (April 2026)
Expanded producer group crude output fell to an all time low in March driven by the Hormuz closure and forced Gulf shut-ins; original OPEC output fell to the lowest level since Desert Storm in 1990.
Oil & Iran War Context Weekly (W15)
Crude prices collapsed following the announcement of an Iran War ceasefire, during which attacks have continued, to reopen the Strait of Hormuz, which remains closed; all eyes on weekend negotiations.
North American Oil Data Deck (April 2026)
Winter Storm Fern cratered continental petroleum output and while at the same time supercharging product demand by an almost equivalent magnitude.
Oil & Iran War Context Weekly (W14)
War marches on and President Trump committed to weeks more fighting; Dated Brent crude prices hit their highest level since 2008 above $140/bbl and all crudes are experiencing record backwardation.
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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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