Insight
Market inefficiencies from the Russia Ukraine War
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This briefing presents a summary of a scenario run using Wood Mackenzie’s proprietary Refinery Supply Model, in which Europe implements a ban on all imports of Russian crude and oil products. We analyze global crude and product trade as well as European refining impacts in detail, with the aim of understanding how the market optimally resolves given these new constraints. We aim to answer key questions around how Europe fills its crude slate and product needs, impact to refining margins, and the ultimate destination of Russian exports.
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
Russia/Ukraine crisis: Recession risk and what it means for oil demand
Our short-term demand scenario incorporating downside risk from the Russia/Ukraine crisis
$1,350
Insight
Value-in-use iron ore costs Q2 2026
Q2 2026 iron ore value-in-use adjusted costs are up 5.0% compared to last quarter, and margins are below 40% in Q2 2026.
$5,000
Commodity Market Report
Regional product markets short-term outlook May 2022
Monthly forecast of regional refining economics, regional demand and supply by product along with stock forecasts and a net trade forecast
$1,900
