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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
Issues470Founded5 years agoLast Issue10 days ago
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Latest Issues

Oil & Iran War Context Weekly (W25)

Crude plunged and curves flirted with prompt contango on the back of massive speculative short-selling following the announcement and signing of the US-Iran MOU to end the Iran War and reopen Hormuz.

Happy Friday, Oil Watchers!

10 days ago
45
2
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OPEC+ Data Deck (June 2026)

Middle Eastern crude production inches higher as Gulf producers gained on incremental Hormuz Crisis logistical improvements; the Emiratis have left the building after 59 years as a member of the group

The United Arab Emirates (UAE) announc...

15 days ago
41
Paid

Oil & Iran War Context Weekly (W24)

Crude prices sank to the lowest weekly close since February on the back of a whiplash shift from missiles flying across the Gulf to what most parties are now presenting as an imminent MOU-signing.

Happy Friday, Oil Watchers!

17 days ago
51
Paid

Oil & Iran War Context Weekly (W23)

Crude prices rose through Wednesday before pulling back to end the week only modestly higher; all’s quiet on the US-Iran negotiation front, and all eyes on China’s plunging crude imports.

Happy Friday, Oil Watchers!

24 days ago
46
1
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Context Call: June 2026 (Video)

Updates to our tracking of transits through the Strait of Hormuz, the critical role of China in counterbalancing the loss of Middle Eastern exports, and continuing to wait for scarcity pricing.

Thank you to all the subscribers who turned o...

25 days ago
20
4
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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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