Rory Johnston (@rory_johnston) 's Twitter Profile
Rory Johnston

@rory_johnston

oil market researcher | founder of CommodityContext.com | former bank economist | markets, code, barbecue | subscribe to my research:

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linkhttps://www.CommodityContext.com/about calendar_today04-12-2009 04:06:48

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Amanda Stephenson (@amandamsteph) 's Twitter Profile Photo

Dawn Farrell, a big name in Canada's energy sector will head the new federal Major Projects office. Farrell was CEO of the Trans Mountain pipeline, pushed the expansion project over the finish line last year. About Us - Major Projects Office - Canada.ca

Rory Johnston (@rory_johnston) 's Twitter Profile Photo

Re: EIA data showing fresh all-time high US oil production in June Important to remember that June production was driven by drilling/completion done before Trump reentered office and well before the [latest] collapse in rig counts (April) Expect prod weakness to hit in Oct-Nov

Rory Johnston (@rory_johnston) 's Twitter Profile Photo

🛢️ OIL CONTEXT WEEKLY 🛢️ Crude prices post small gain through final week of summer while diesel slipped into prompt contango for the first time this year and gasoline posted a final bout of strength to send driving season off with a bang. Summary below, full report in replies.

🛢️ OIL CONTEXT WEEKLY 🛢️

Crude prices post small gain through final week of summer while diesel slipped into prompt contango for the first time this year and gasoline posted a final bout of strength to send driving season off with a bang.

Summary below, full report in replies.
Brian Platt (@btaplatt) 's Twitter Profile Photo

Okay so the court ruling as it applies to Canada: - does affect the fentanyl related tariffs (35% on goods not covered by USMCA) but those can stay in place pending further appeal - does not affect sectoral tariffs: steel, aluminum, autos, lumber bloomberg.com/news/articles/…

Peter Harrell (@petereharrell) 's Twitter Profile Photo

Big Federal Circuit ruling on Trump's IEEPA tariffs. Preliminary takeaways: 1. It was a 7-4 decision. The majority ruled that IEEPA does not authorize either Trump's reciprocal/universal tariffs (the ones he has used to impose tariffs on most countries and to strike his trade

Rory Johnston (@rory_johnston) 's Twitter Profile Photo

At the CNE (Fair), entire fam about to get of this Ferris Wheel, and now left to ruminate about what else is being held together with zip ties

At the CNE (Fair), entire fam about to get of this Ferris Wheel, and now left to ruminate about what else is being held together with zip ties