Insight
US demand – who loses if it’s lower?
This report is currently unavailable
Report summary
What happens to the global refining industry if the Energy Transition produces a sharp downturn in US gasoline demand? Refiners will need the tools to evaluate questions like these to generate and validate long-term strategy. In this insight, we analyze a low US demand scenario using our Refinery Supply Model. Effects from the demand drop range from the expected utilization hit to trade flows, margins, and yield shifts. Our global model considers all these factors to find the new optimal configuration for the industry and quantify the value and impact of each change.
Table of contents
- US impacts
- Utilisation decreases across the Atlantic basin
- Yield shifts from gasoline to diesel and prices drop across the board
- Margins
- A complex world requires a comprehensive model
Tables and charts
This report includes 4 images and tables including:
- US utilization and margins decrease
- Refiners shift into max diesel mode
- Cracks are dragged down across all clean products
- Atlantic Basin utilization and global margins see sharp drop
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
Global cathode and precursor market strategic planning outlook - Q1 2024
Our latest long-term outlook detailing the global cathode and precursor market
$10,000
Commodity Market Report
Global products market weekly: Refining margins ease as crude continues to climb on geopolitical tensions
Weekly review of global refining margins across NW Europe, the Med, US Gulf Coast, New York Harbour, Singapore and the Middle East Gulf.
$1,050
Commodity Market Report
Global gas & LNG weekly summary: 11 April 2024
Northeast Asia spot price slows tendering activity while US sanctions continue to adversely influence Artic LNG prospects
$4,000
