Following the pandemic, global petroleum product demand will fully recover in 2023. In addition to the demand recovery, it will take a wave of refinery rationalization for refining margins to recover. ESAI Energy expert Andrew Reed joins us and summarizes key developments in non-OECD refining, highlighting the drivers of refining investment and the growth of refining activity, and identifies the resulting market developments that ultimately will put more refineries out of business.
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LPG is often viewed as a single market, but in 2021 there are diverging developments pulling propane and butane fundamentals in different directions. As we transition to stock building season, ESAI Energy expert Andrew Reed joins Energy Analyst Talk to describe these developments and what to watch for in the coming months.
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With the Biden administration revoking the permit for the Keystone XL pipeline earlier this year, many are wondering if the Dakota Access Pipeline will face a similar fate. To break down a few possible scenarios, ESAI Energy North America analyst, Elisabeth Murphy, joins the program to discuss what each scenario would mean for the industry.
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A surge in RVO values has raised compliance costs and impacted gasoline prices in the US. ESAI Energy’s Chris Barber and Linda Giesecke join this episode of Energy Analyst Talk to discuss the main reason behind the wide arb between NYH and NWE prices for gasoline and ULSD.
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Despite the drop in total European car sales last year, electric vehicles and conventional hybrids did extremely well. Linda Giesecke joins Energy Analyst Talk to discuss what’s fueling this trend and how it will play into long-term transport fuel demand across the region.
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With two new Middle Eastern refineries coming online in 2021, the global market is soon to see an influx of additional capacity. In addition to the impact on global refining markets, these projects also present a window into some interesting geopolitical relationships in the region. ESAI Energy Middle East analyst, Mohannad Al-Suwaidan, joins the program to discuss these developments and expand on what they mean for the countries involved.
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Despite bigger-than-usual LPG stock draws this winter, ESAI Energy expects we will exit the heating season with “normal” inventory levels. With the transition to summer stock building around the corner, Andrew Reed joins Energy Analyst Talk to discuss the short-term outlook for LPG.
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As we welcome in a New Year, we take a look at what's happening in Russia's crude markets. Our guest Andrew Reed discusses key developments in phase one of the OPEC+ deal, the impact on Russia's market share in Europe and Asia, and where we expect Russia's growth to occur in 2021.
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With the recently signed RCEP agreement in Asia coinciding with a new US administration, there are many changes afoot that will drive global trade in 2021 and beyond. In this episode of Energy Analyst Talk, energy analysts Yao Wu and Mohannad Al-Suwaidan join the program to discuss these trade developments as well as their implications on marine bunker demand.
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For the 30th episode of Energy Analyst Talk, we're revisited by Chris Barber from ESAI Energy who reviews the recent rise in RIN prices and how the continued weak transport fuel demand environment will influence RINS markets in 2021.
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With what’s possibly one of the most important presidential elections in US history just days away, there’s much speculation in the oil and gas industry about what either outcome could mean for the sector. In particular, a Biden presidency would likely mean some policy changes that would affect oil and gas production in the US. ESAI Energy’s expert on North America and US crude, Elisabeth Murphy, provides her take on what these changes could mean for some key oil producing regions.
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Nearly 10 months since ESAI began monitoring COVID-19 and its impact on the oil market, Linda Giesecke rejoins the program to provide an update on the resurgence of COVID cases in Europe, how oil demand is faring, and which fuels to watch going forward.
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A little more than six months since global lockdown policies began, markets are still feeling the impact of COVID-19, though some more than others. In this episode of Energy Analyst Talk, Andrew Reed breaks down how the pandemic has impacted LPG markets and what we can expect in the near future.
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The risk of COVID resurgence, flooding and geopolitics pressure China’s economic recovery. In this context, ESAI analyst Yao Wu discussed China’s demand for transport fuels and trade in the next few months, and how we understand and make adjustments to reported demand.
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With ESAI Energy recently publishing their Five-Year Global Fuels Outlook, ESAI analyst Linda Giesecke joins the podcast to summarize the key takeaways from the report. In our 25th episode, we discuss how the US elections, US-China trade disputes, the energy transition, and of course the ongoing pandemic are impacting global fuels through 2025.
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With the announcement that Marathon Petroleum will close their Martinez Refinery, there could be some disruption to California's unique gasoline market. ESAI Energy's expert on refining, Chris Barber, joins the program to discuss how California can make up this lost supply as well as Marathon's potential plans to reuse the refinery for biofuel production.
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Amidst record low natural gas prices, and ongoing recovery from the pandemic, there might be some hope for struggling liquefied natural gas markets. However, cargoes are still being cancelled in the US and continued COVID outbreaks in parts of Asia leave some uncertainty about whether this optimism is premature. Chris Cote joins Energy Analyst Talk to break down the current state of the global LNG market.
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In June 2020, ESAI Energy's Chris Cote joined Energy Analyst Talk to discuss the state of Venezuelan crude production after the collapse of crude oil prices and sanctions against Venezuela by the U.S. A month later and the "cat and mouse game" is still afoot, with continued sanctions and new developments resulting from COVID-19. In this episode, Chris Cote rejoins the program to discuss what outcomes we might expect as a result.
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In April 2020, Linda Giesecke joined Energy Analyst Talk to discuss the impact of COVID-19 on global oil demand. It’s several months later and demand is improving, but we’re hardly back to pre-pandemic levels. In this episode, Linda re-joins the program to provide an update and discuss which regions and transport fuels to keep an eye on.
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After a long run of being in surplus, the pendulum is beginning to swing the other way for LPG markets. Andrew Reed joins Energy Analyst Talk to discuss how seasonal stock-building of LPG stacks up compared to last year's levels and how this fits into global export demand.
Contact ESAI Energy to learn more about the Global LPG Outlook referenced in this episode.
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