HeyJaredCommodity Context
Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 13, 2026
Latest issues
Oil Context Weekly (W39) (opens the original)
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Happy Friday, Oil Watchers!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—including our ongoing tracking of shipping flows throughout the Middle East.Paid subscribers can access the latest weekly update of the detailed 40-page PDF Market Positioning Data Deck at the bottom of this report.<d
Global Oil Data Deck (September 2026) (opens the original)
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This 74-page September 2026 edition of my monthly data-dense and visualization-heavy Global Oil Data Deck series (attached PDF below) is exclusive to paid Commodity Context subscribers.Become a paid subscriber today to view the full Global Oil Data Deck report and join me in my hunt for ever-deeper oil & gas market context.<input class="button primar
Oil Context Weekly (W38) (opens the original)
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Happy Friday, Oil Watchers!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—including our ongoing tracking of shipping flows throughout the Middle East.Paid subscribers can access the latest weekly update of the detailed 40-page PDF Market Positioning Data Deck at the bottom of this report.For more public oil ma
The Beijing Swing, Part 2: Refined Products (opens the original)
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Become a paid subscriber today to view this full report exploring how, on a product-by-product basis, China managed to keep its economy humming despite the historic cuts to crude oil imports that played a decisive role in counterbalancing the Hormuz oil supply crisis, and join me in my hunt for ever-deeper oil & gas market context.<input class="button primary" type=
Oil Context Weekly (W37) (opens the original)
Read excerpt
Happy Friday, Oil Watchers!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—including our ongoing tracking of shipping flows throughout the Middle East.Paid subscribers can access the latest weekly update of the detailed 40-page PDF Market Positioning Data Deck at the bottom of this report.On the <a href="http:/
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