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Rory Johnston: Weekly crude price trends, spreads, and inventory analysis summary

Rory Johnston: Weekly crude price trends, spreads, and inventory analysis summary
Crude price and spread analysis overview

Rory Johnston provides a weekly summary and analysis of trends in flat crude prices, calendar spreads, high-frequency inventories, refined products, and positioning data.

He also highlights the major themes he is closely following or considering in the market.

Johnston recently flagged a 1.6 million bpd gap in China crude oil data, which he said points to understated refining cuts and underground stockpile movements here. He has also examined the impact of China’s crude import collapse on the global oil market here. These issues remain relevant as he tracks current market developments.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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