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Oil Context Weekly (W2)
Crude prices rally on Iranian protest tail risk amidst information blackout despite a flurry of headlines related to Trump’s plans for Venezuela.
 • Rory Johnston
North American Oil Data Deck (January 2026)
Continental liquids production growth decelerates on slowing US shale patch and late-season Canadian oil sands maintenance.
 • Rory Johnston
Can Trump Really Revive Venezuela’s Oil Industry?
What Maduro’s capture and Trump’s declaration that Washington is now “in control” of the country’s vast crude resources mean for oil markets over the…
 • Rory Johnston
Oil Context Weekly (W1)
Crude ended the week roughly flat despite reports of material supply losses across Venezuela and Kazakhstan as the Dubai crude benchmark slips into…
 • Rory Johnston
Waiting for the Glut: Oil Market 2025, Wrapped
The year was defined by the emergence—and avoidance—of the oil market’s largest glut since 2020, driven by an OPEC pivot and thus far absorbed by…
 • Rory Johnston
Oil Context Weekly (W52)
Crude prices rise through Christmas only to completely reverse course in a Boxing Day selloff; oil markets closing out 2025 at extremely oversold levels…
 • Rory Johnston
Global Oil Data Deck (December 2025)
Global liquids market balances loosened further in October and remained acutely oversupplied, with the observed surplus continuing to be validated by…
 • Rory Johnston
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