Commodity Context

Commodity Context is an independent commodity market newsletter that aims to demystify the commodity industry. This newsletter looks at the internal workings of commodity production systems like mines, oil sands facilities, gas wells, pipelines, and sawmills. It also dwells into the major drivers of end-use demand for these commodities including the accelerating energy transition, post-COVID air travel recovery, the housing market, as well as broader macroeconomic forces. Author Rory Johnston also aims to cover tangential but no-less-important topics surrounding extractive industries like emissions, the economic opportunity cost of pipeline bottlenecks, and the ever-evolving world of ESG data and investment flows.