Coking coal: Follow the math on China’s import ban

The math that led China to hit the brakes on Australian coking coal imports last month is fairly simple: there was a giant wave of imports that has already exceeded full-year totals, even after Beijing began tapping the brakes in June.

02 November 2020

From the Economist's Chair: US election fog could intensify crude’s roller coaster

Intra-day crude volatility has doubled since early-September, on renewed uncertainty over Opec+ intentions, recovering Libyan production, weakening oil demand amid resurgent Covid-19 and, not least, a fractious US Presidential and Senate election campaign, which may see

30 October 2020

Natural gas: Ukraine holds the balance

Gas stored in Ukrainian reserves could help the rest of Europe meet demand this winter — a role reversal from recent years, when Ukraine turned to Europe to replace supply it no longer bought from Russia.

29 October 2020

The US Crude Export Chronicles: October 2020

Another month, another couple of massive storms in the US Gulf. Despite all the headwinds, another large Permian line has started service, and US crude exports have been resilient, steady above 3.2mn b/d.

28 October 2020

Shale tries to answer the carbon question

US shale producers are starting to respond to investor demands that they map out a plan for developing and adjusting their business models to fit in with the world’s slow march towards a lower carbon economy.

28 October 2020

The Crude Report: WAF demand revival

West African crude is seeing a demand revival from its key market in China and also, to a lesser extent, from some more unexpected sources.

27 October 2020

The Petcoke Podcast: Russian petcoke markets in 2020 and beyond

In this episode, The Petcoke Podcast examines the latest trends for the Russian petroleum coke markets.

26 October 2020

From the Economist’s Chair: Energy outlooks offer divergent paths for oil demand

The annual autumn glut of energy outlooks shows disparate potential global oil demand levels by 2040, with Covid-19’s aftermath now augmenting energy transition pathways as a source of uncertainty.

26 October 2020

Driving Discussions: US road fuels market update

This latest episode of Driving Discussions focuses on the recent drop in gasoline prices, a new spec for RBOB gasoline and how refining margins have evolved.

21 October 2020

The Crude Report: Mind the (small) gap between light and heavy sour prices

The price spread of light to heavy sour crude has tightened in the last several months amid changes in market dynamics on the light crudes and also on the heavy sour crude side.

21 October 2020

Market Talks: Outlook for Brazil’s ethanol logistics

From producing mills to service stations, Brazilian ethanol has an extensive logistics chain, including tanker cabotage, road transportation and dedicated pipelines.

20 October 2020

Non-dairy distraction: Mexico eyes US election but real challenge is within

The stakes are high for Mexico as the US presidential election looms, but domestic politics — not US policies — are still the primary concern for investors in one of the latest major economies to open up its energy sector to investment.

20 October 2020

Global base oils market snapshot – Week of 19 October

Global base oil prices have extended their rise in response to firm supply-demand fundamentals. Prices are unusually high, supply is tight and demand is strong at a time of year when prices and market fundamentals typically weaken. That scenario is playing out different

20 October 2020

Jet Fuel Insights: Exports out of USGC

This final episode of our four-part podcast miniseries considers how the freight market affects jet fuel prices around the globe.

14 October 2020

The Crude Report: Dated volumes problem returns

With annual output of key grade Forties falling to a 44-year low, the grades making up the Dated benchmark are seeing continued production declines.

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