Commodity Context
Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday
- Top in Finance
- #112
- Paid leaderboard
- #57
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 100
- Followers
- 55K
- Paid plan
- $75/mo
- Recommends
- 25
- Podcast
- Yes
other newsletters
Growth history
Subscribers (thousands, nightly)
31K on Sep 10, 2026 → 31K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #112 today · #112 a week ago · #103 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 22%
- Best rank seen
- #98
- Rank, 30 days
- −9 places
- Followers added
- +1.7K
- Posts
- 7
- Reactions per post
- 37
- Reactions tracked
- 1.0K
of 525 ranked finance newsletters
on Oct 4, 2026
since tracking began
last 30 days
average, recent posts
across 28 posts
Most-reacted post we have seen: [PUBLIC] How China Saved the Global Oil Market — 60 reactions on Aug 13, 2026.
Recent posts
- North American Oil Data Deck (November 2026)
- Oil Context Weekly (W44)
- Global Oil Data Deck (October 2026)
- Oil Context Weekly (W43)
- [PUBLIC] Donald Trump’s Diesel Desperation
- Oil Context Weekly (W42)
- OPEC+ Data Deck (October 2026)
- Oil Context Weekly (W41)
- North American Oil Data Deck (October 2026)
- Oil Context Weekly (W40)
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. I’ll be in Washington, DC next week discussing our Beijing Swing research and sharing Hormuz Crisis thoughts with…
- Diesel Danger Zone
I’ll be in Washington, DC next week discussing our Beijing Swing research and sharing Hormuz Crisis thoughts with clients, other analysts, and policymakers. Drop me a line if you’re interested in grabbing a coffee or having me speak to your team. We’re also looking to put together a subscriber event while I’m in town; if you’re interested, please add your name to the form below the subscriber paywall. Become a paid subscriber today to read this full report exploring how exactly the world got this deep into our current diesel supply crisis and the few remaining levers to address the painful…
- Oil Context Weekly (W39)
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. Become a paid Commodity Context subscriber today to read the full Oil Context Weekly report every Friday and join me…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Commodity Context. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Nov 10, 2026.