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OPEC+ Data Deck (February 2026)
Official OPEC+ quota-bound production fell again in January given more bad luck in Kazakhstan, though, even with this decline, a mountain of Kazakh…
 • Rory Johnston
North American Oil Data Deck (February 2026)
Continental petroleum output hits fresh high-water mark with Canadian supply reaching all-time highs amidst a bounceback in oilsands activity…
 • Rory Johnston
Oil Context Weekly (W6)
Crude prices fell back sharply from last week’s Iran-related rally before recovering roughly half those losses; meanwhile, pressure continues to mount…
 • Rory Johnston
Oil Context Weekly (W5)
Crude prices rocket to their highest level since last July on the combination of still-heightened Iran risk and the background energy of frothy…
 • Rory Johnston
Barreling Ahead: Realizing—or Denying?—The Glut
The oil market in 2025 ended up much looser than anyone expected and expectations for 2026 balances are beginning to tighten after nearly a year of…
 • Rory Johnston
Oil Context Weekly (W4)
Crude prices rallied on a cornucopia of both realized and feared hits to global supplies: from further losses of already-wounded Kazakh supply to an…
 • Rory Johnston
Global Oil Data Deck (January 2026)
Market balances continued loosening and inventories swelled; supply growth is outpacing demand gains by more than 3x but demand is still outperforming…
 • Rory Johnston
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Commodity Context
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