Commodity Market Report
North America Crude Markets short-term outlook: September 2021
Report summary
The US Gulf Coast market is still reeling from Hurricane Ida making landfall in late August with significant offshore production as well as Louisiana refining still out of commission. Damage to key port infrastructure is promising to make this storm related outage for offshore production more extended than prior storms. This may offer a more balanced market recovery than traditional supply led recoveries, making for a potential inventory neutral outlook for the recovery. In addition to storm coverage, key topics this month include: • Evidence of Enbridge Line 3 Replacement commencing line fill • Enbridge acquires Moda Midstream – our thoughts • Looking at the Dakota Access expansion one month in
Table of contents
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US Lower 48: production holds steady as budgets remained unchanged
- Completions slow but rigs tread on
- Q2 2021 operator highlights
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Cushing inventories and WTI differentials
- Inland spread
- Waterborne spread
- Enbridge Line 3 Replacement (L3R)
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Enbridge Acquires Moda Midstream
- MEIC
- Other Assets
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