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Commodity Context
North American Oil Data Deck (January ‘22)
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North American Oil Data Deck (January ‘22)

October was another record month for continental liquids production with monthly output gains seen across crude oil, natural gas liquids, and biofuels.

Rory Johnston's avatar
Rory Johnston
Jan 05, 2023
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Commodity Context
Commodity Context
North American Oil Data Deck (January ‘22)
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This 30-page January 2023 edition of my monthly data-dense and visualization-heavy North American Oil Data Deck (attached PDF below paywall) is exclusive to paid Commodity Context subscribers. The deck contains detailed, decomposed accounting for US, Canadian, and Mexican upstream (i.e., crude) and  downstream (i.e., refining) oil activity.

Become a paid subscriber today to view the full North American oil report and join me in my hunt for ever-deeper oil & gas market context.

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North American Summary

  • North American total liquids production rose to yet another fresh all-time high of approximately 27.45 MMbpd in October (+305 kbpd m/m, +1,502 kbpd YTD y/y) on the back of incremental monthly contributions from all major liquids streams.

  • Crude and equivalent production rose by 70 kbpd m/m, natural gas liquids nearly doubled those gains at 138 kbpd m/m, and US biofuels also managed to add another 97 kbpd on top of the hydrocarbon liquids contributions.

  • North American refining activity slowed in October as refined product output fell 575 kbpd m/m to 21,842 kbpd, with declines in the US and Canada only partially offset by a smaller increase in Mexican throughput.

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