Insight
Russia and Ukraine tension: Oil and refining implications
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Oil prices have climbed higher on the growing tension between the West and Russia over its movement of about 100,000 troops and equipment near the border with Ukraine. Diplomacy is continuing, with oil markets focused on possible risks to supply. The risk to oil supply depends on 1) exports continuing and 2) sanctions affecting Russia’s oil exports and its response. In this Insight, we examine the implications of the Russia/Ukraine crisis for oil supply and refining. Topics addressed follow: • What crude oil pipelines and exports are at risk? • What are the stakes for European refiners? • How would supply interruptions impact gas to oil switching?
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Implications of our tariff scenarios for oil and refining
We use our three tariff scenarios to chart paths forward to 2030 for oil fundamentals
$1,350
Insight
Oil and refining impact of US reciprocal tariffs
OPEC+ decisions and the supply reaction will also drive prices and global refining margins through crude oil light/heavy price differentials
$1,350
Insight
Oil and refining impact of US reciprocal tariffs
OPEC+ decisions and the supply reaction will also drive prices and global refining margins through crude oil light/heavy price differentials
$1,350
