Insight
US demand – who loses if it’s lower?
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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:
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