An overview of North American refinery trends, relative capacities, and how US, Canadian, and Mexico refiners have performed through the pandemic
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Another week of falling prices, volatile policy rumours, and concerning curve weakness; also confirmation that last week’s violent price rout was driven…
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While middle distillates refining margins remain near all-time highs, all other major refined products are far weaker—with product cracks below year-ago…
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2
Back to global supply deficit? Flat supply runs up against apparently robust but incredibly volatile and uncertain Chinese demand.
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Crude carnage as oil prices drop $10/bbl in the worst weekly loss since early-August and the front of the WTI curve flipped into contango for the first…
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A flat-ish week for crude prices really isn’t a sign of oil market strength when the US dollar falls by more than 4%.
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Global oil supply growth depends on one of Latin America’s poorest countries rapidly becoming the world’s largest per-capita crude producer
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Crude prices rally on latest China reopening optimism but real lockdown relief still a long way off; oil prices gains at risk as level supported by more…
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