2021: How demand recovery ripples through the oil value chain
Join Wood Mackenzie's experts on Thursday February 25th at 1:30pm - 3:00pm GMT, where we will review recent data from our real time asset and flow monitoring to assess how 2021’s growing demand works its way through the oil value chain.
In a US$60/bbl world, US rig count is ticking upwards, but what does this mean for production and US crude inventory levels? US refinery utilisation will increase, yields will shift and unit outages will become more significant – what does this mean for North American balances, trans-Atlantic flows and European refining runs?
How will OPEC+ behave and what will this mean for crude prices? How will crude differentials impact refining sector profitability?
Wood Mackenzie’s tools, data and insight will be used to address these questions and more.
13:30 - 13:35 | Welcome and introduction
Alan Gelder, Vice President, Refining, Chemicals and Oil Markets
13:35 - 13:45 | From Sea to shining Sea
Hillary Stevenson, Director, Oil Market and Business Development, Short Term Oil
13:45 - 13:55 | Tracking how the rising crude wave lifts North American product supply
Robert Bickhart, Research Manager, Short Term Oil
13:55 - 14:05 | How much longer must Europe export its problems?
James Burleigh, Principal Analyst, Short Term Oil
14:05 - 14:15 | 2021 Atlantic Basin product markets in a global context
Mark Williams, Principal Analyst, Short Term Refining
14:15 - 14:25 | Can demand measure up to OPEC+ expectations?
Ann-Louise Hittle, Vice President, Oils Research
14:25 - 14:40 | Interview: Harry Tchilinguirian, former Global Head of Commodity Markets Research and Senior Oil Market Analyst, BNP Paribas
14:40 - 15:00 | Q&A Session
To attend the virtual briefing, please click the registration button on the right of this page.
You may also be interested in finding out more about our new product - Refinery I/O.
Refinery I/O is a unique refinery-level solution combining analytics and intelligence tools with proprietary refinery operations monitoring, allowing you to predict changes in the refinery market through actionable intelligence.
Click here to find out more and request a demo from one of our experts.