Rory Johnston

commoditycontext.substack.com

1 Follower

community-curated profile

writing and charts at Commodity Context | investing at Price Street | former bank economist | markets, code, barbecue

Overview Posts Content Recommendations

Article

Sanctions Drive Russian Oil into the Shadows

by Ben Cahill

Recommended by 1 person

1 mention by Rory Johnston

Article Mar 21, 2022

Shale Companies Drilling More, but Oil Output Growing Little

by Collin Eaton

Recommended by 1 person

1 mention by Rory Johnston

Article Mar 9, 2022

Frackers Say Bottlenecks Impede Output Boost as Oil Prices Soar

by Collin Eaton

Recommended by 1 person

1 mention by Rory Johnston

Tweet Mar 6, 2022

Here is our preliminary perspective of the challenge at hand for the EU refinery system due to Russian sanctions in the crude space alone. Add to that 2.5mbpd of products missing. It is a serious problem that needs addressing. I leave it at that. #O

by Alexander Stahel

Recommended by 1 person

1 mention by Rory Johnston

Tweet Mar 5, 2022

OIL MARKET: Shell has just published a second statement trying to explain its decision yesterday to buy a cargo of Russian Urals crude (at a record discount of $28.5-a-barrel under Brent). The statement is reproduced below in full, but with own highl

by Javier Blas

Recommended by 1 person

1 mention by Rory Johnston

Podcast episode Mar 3, 2022

This Is What Sanctions Can Do to the Russian Economy

by Edoardo Saravalle and 2 others

Recommended by 1 person

1 mention by Rory Johnston

Tweet Mar 2, 2022

This is a thread that will explain the implied poor Russian Army truck maintenance practices based on this photo of a Pantsir-S1 wheeled gun-missile system's right rear pair of tires below & the operational implications during the Ukrainian mud s

by Trent Telenko

Recommended by 3 people

1 mention by Rory Johnston

Book 2009

The King of Oil

by Daniel Ammann

Recommended by 1 person

1 mention by Rory Johnston