Oil & Iran War Context Weekly (W21)

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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.Also a reminder that paid subscribers can access the latest weekly update of the detailed 40-page PDF Market Positioning Data Deck at the bottom of this report.Hey Subscribers, I will be in New York City between June 9th and June 11th for the StoneX Natural Resources Summit and would love to meet up! Please complete this survey if you are interested.On the latest episode of the Oil Ground Up podcast, I was joined by Edward Fishman, a senior fellow and director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations, as well as the author of one of my favourite books I read last year, Chokepoints: American Power in the Age of Economic Warfare, which provides an incredible account of the development of the US economic statecraft toolkit, with Iran the original proving ground for much of that policy evolution; our conversation focused on sanctions policy backdrop and the kinetic conduct of the Iran War.For more free oil context, check out my appearances in this CNN Hormuz crisis explainer (video) and on The Simardone Show (video).Become a paid subscriber today to read the full Oil Context Weekly report every Friday and join me in my hunt for ever-deeper oil market context.If you’re already subscribed and/or appreciate the free chart and summary, hitting the LIKE button is one of the best…