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The energy transition’s toll on refining
Slower demand growth and diverging trends between products and between East and West will drive the capacity additions, refinery closures, changes ...
The growing threat of recession: implications for commodity demand
The global economy is expanding at a healthy pace, but risks are mounting. Trade conflict continues to escalate, while the strains of higher intere...
The North American puzzle: where will refiners send surplus gasoline?
The long term North American refinery economics story mainly focuses on an emerging gasoline surplus. As fuel efficiency gains are forecast to outp...
The persistence of oil demand
The coronavirus pandemic is prompting discussion whether or not oil demand will resume growing or, if patterns of daily life have changed in ways t...
This time is different: India’s second wave impact to oil demand
The current Covid-19 pandemic is spreading through India at a much quicker pace than last year, accounting for almost 50% of global daily cases at ...
2020 India Cross Commodity Virtual Series - Refining and Chemicals
How long is the road to recovery post Covid-19 for refining and chemicals market? We presented our views at our 2020 India Cross Commodity (virtual...
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