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Commodity Context

Rory Johnston

Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday

Platform
Substack
PricingFreemium
PublishesTwice weeklyIssues317
SubscribersRead commoditycontext.com

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#110
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#53
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Oil Context Weekly (W7)

Crude prices rose on more notable Russian sanctions impacts before falling on news that Trump and Putin have begun bilaterally negotiating an end to Russia’s war in Ukraine.

a month ago
25
0
Paid

OPEC+ Data Deck (February 2025)

Quota participating OPEC+ output fell in January heading into the group’s decision re: whether to follow through on current April production hike plans or once again delay—for the fourth time in a row

a month ago
21
0
Paid

Oil Context Weekly (W6)

Crude prices ease on combination of US presidential jawboning, a notable weakening in term structure, and a long-awaited pullback in overstretched speculative positioning.

a month ago
22
0
Paid

North American Oil Data Deck (February 2025)

Continental output of crude oil and equivalents contracts on the year in November as accelerating Mexican declines overwhelm flatlining US growth.

a month ago
12
0
Paid

Authors

The writers behind this newsletter.

  • Rory Johnston

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

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