oil market researcher
founder of https://CommodityContext.com
former bank economist
markets, code, barbecue
Rory Johnston
Loading...
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️
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.
Summary below, link in reply.
Every week, I summarize and analyze developments in flat crude prices, calendar spreads, high-frequency inventories, refined products, and positioning data, as well as a taste of the themes I’ve been thinking about or following closely
Subscribe and read: www.commoditycontext.com/p/ocw24w26
Every week, I summarize and analyze developments in flat crude prices, calendar spreads, high-frequency inventories, refined products, and positioning data, as well as a taste of the themes I’ve been thinking about or following closely
Subscribe and read: www.commoditycontext.com/p/oil-and-ir...
@roryjohnston.bsky.social This came to mind while listening to you on the Macro Voices podcast.
"Rory at Night, Spring/Summer 2026"
An excellent read.
I’ve really enjoyed following Rory.
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️
📈📉 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.
Summary below, full report in reply.
My latest contribution to @thedispatchmedia.bsky.social Energy
A Beginner’s Guide to Reopening the Strait
One day, some day we’ll get a deal—here’s what the arduous and multi-step process to reopening Hormuz will inevitably look like whenever that day comes
thedispatch.com/newsletter/d...
My latest contribution to @thedispatchmedia.bsky.social Energy
A Beginner’s Guide to Reopening the Strait
One day, some day we’ll get a deal—here’s what the arduous and multi-step process to reopening Hormuz will inevitably look like whenever that day comes
thedispatch.com/newsletter/d...
Japanese crude oil inventory chart is one of the wildest through the Hormuz crisis thus far.
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.
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.
My latest contribution to @thedispatchmedia.bsky.social Energy
A Beginner’s Guide to Reopening the Strait
One day, some day we’ll get a deal—here’s what the arduous and multi-step process to reopening Hormuz will inevitably look like whenever that day comes
thedispatch.com/newsletter/d...
Even if the Iran war ended today, rebuilding the Middle East’s energy shipping and production capacity could take months or even years.
