[Go to site: main page, start]
Commodity Context

Commodity Context

Home
Oil Context Weekly
Data Decks
Thematic Research
About
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…
 • Rory Johnston
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…
 • Rory Johnston
1:13:48
[FREE] A Beginner’s Guide to Reopening the Strait
Even if the Iran war ended today, rebuilding the Middle East’s energy shipping and production capacity could take months or even years.
 • Rory Johnston
North American Oil Data Deck (June 2026)
Production growth stabilizes in the US and slows in Canada; US refinery yields shifted sharply in favour of globally-scarce jet fuel but at the expense…
 • Rory Johnston
Oil & Iran War Context Weekly (W22)
Crude prices crater on further—though, as always, unrealized—US-Iran deal optimism and close out largest monthly decline since 2020; more diplomacy…
 • Rory Johnston
Global Oil Data Deck (May 2026)
The global liquids market flipped from protracted surpluses to the largest monthly average supply deficit on record in March, forcing the steepest ever…
 • Rory Johnston
Oil & Iran War Context Weekly (W21)
Crude prices sink once more on renewed Iran War negotiation optimism, though major diplomatic hurdles remain and the oil market continues to hemorrhage…
 • Rory Johnston
Commodity Context
Commodity Context
Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday

Commodity Context

AboutArchiveRecommendationsSitemap
© 2026 Commodity Context Corp. · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture
    This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts