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Commodity Context

Rory Johnston
Hundreds of paid subscribers

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

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PricingFreemiumPublishesDaily
Issues480Founded5 years agoLast Issue7 days ago
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Latest Issues

OPEC+ Data Deck (July 2026)

Middle Eastern crude production jumps in June alongside post-MOU spike in Hormuz traffic and dependent Persian Gulf loadings, though the latest wave of attacks threatens to reverse that progress.

Below the paywall you will find the latest...

7 days ago
39
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Oil Context Weekly (W28)

Crude prices jump, see largest weekly gain since mid-May as Iran’s attempt to control Hormuz shipping flows prompted another round of skirmishes that threatened a broader collapse of the MOU ceasefire

Happy Friday, Oil Watchers!

11 days ago
30
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Context Call: July 2026 (Video)

Post-MOU status of shipping flows through the Strait of Hormuz, the ongoing depression in China’s crude import appetite, and the emergence of the “mini-glut” currently being digested by oil markets.

Thank you to all the subscribers who tur...

12 days ago
13
1
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[FREE] Is Big Oil ‘Price Gouging’?

Hello, Commodity Context subscribers!

Our latest contribution to the Dispatch Energy newsletter, Is Big Oil ‘Price Gouging’? is reprinted in full below. You can also listen to the story via the recorded voiceover.

If you enjoy this free p...

12 days ago
30
1

North American Oil Data Deck (July 2026)

Continental petroleum production jumped back to near all-time highs in April on the back of the reacceleration of previously slowing upstream growth in both the US and Canada.

This 47-page July 2026 edition of my monthly data-dense, visual...

13 days ago
31
1
Paid

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Authors

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  • Rory Johnston

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

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