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Global uncertainties and the strategic implications for US refiners

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Report summary

US refiners have enjoyed strong refining margins over recent years because they have been able to monetise domestic crudes and export their refined product surplus. Three factors the evolving domestic crude supply its high quality and its discounted price relative to international crudes have broken the link between refining complexity and site net cash margins.

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    Global uncertainties and the strategic implications for US refiners

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    Global uncertaines and the strategic implications for US refiners Slides.pdf

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Table of contents

Tables and charts

This report includes 6 images and tables including:

Images

  • Figure 3 – US crude exports in a liberalised trade environment
  • Figure 4 – Global fuel oil trade outlook
  • Figure 5 – US LPG and naphtha balance outlook
  • Figure 6 – Global gasoline balances and inter-regional net trade
  • Global uncertainties and the strategic implications for US refiners: Image 1
  • Figure 2 – Changing relationship of net cash margin and complexity for North American refineries

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