North America
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Weekly margins report
Published 25 Nov 2019
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Margins for European and Asian refineries with a fuel oil yield of at least 8% deteriorated further last week. HSFO cracks have reached new record lows each week over the past seven weeks, falling by $5.74 per barrel w/w in Singapore last week. The other product cracks still support complex margi.. -
Mexico oil data – Oct 2019
Published 25 Nov 2019
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Users licensed for the data service can access our Mexico dataMexican total liquids production dropped by 65 thousand b/d y/y to 1.93 mb/d in October. Crude output fell by 49 thousand b/d m/m to 1.66 mb/d due to planned works at Ku-Maloob-Zaap (KMZ). However, a reinvigoration at Xanab―where.. -
Indian LPG demand up in October, but price hike tempers November outlook despite restocking activity
Published 25 Nov 2019 by -
Weekly oil products update - Like a rolling stone
Published 22 Nov 2019 by -
Mexico – Is it a mirage?
Published 22 Nov 2019
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Users licensed for the data service can access our Mexico gas balances by clicking here.Data suggest Sur de Texas-Tuxpan (STT) has begun delivering gas into Altamira, but this flow growth has been offset by lower NET Mexico and Mier-Monterrey volumes. Although volumes on STT’s feeder pipeline, Va.. -
Monthly Long-term update: November 2019
Published 22 Nov 2019 by -
Weekly basis update: Chicago – Supply deluge and storage surplus to keep winter basis suppressed
Published 22 Nov 2019 by -
Rig report
Published 22 Nov 2019 byWithin this report you will be able to review the latest figures published by Baker Hughes by gas shale plays in the US and by province in Canada -
Rig report
Published 22 Nov 2019 byWithin this report you will be able to review the latest figures published by Baker Hughes by gas shale plays in the US and by province in Canada.Fig 1: US total rig countFig 2: Appalachian shale plays gas rig countGasOilTotal22 Nov 19129671803w/w chg.0 -(3) ↓(3) ↓y/y chg.(65) ↓(214) ↓(276).. -
Fundamentals November 2019
Published 22 Nov 2019
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Fundamentals is our monthly review of global oil data, this is the November 2019 edition.Crude oil balance:Our Q4 19 crude balance has weakened, with no stockdraws versus 1.1 mb/d projected last month, driven by an upward revision to our non-OPEC production forecasts, record refinery maintenance.. -
Straight, no chaser
Published 22 Nov 2019
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Liquidity in the spot VLSFO market is picking up. Spot VLSFO sales in Singapore now roughly equal demand seen for HSFO in H1 19, adding to evidence that 2020’s MGO demand will come in lower than expected. As the world prepares for some 1.5–2.0 mb/d of VLSFO demand, the market is paying high price.. -
Storage gluttony
Published 21 Nov 2019
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SupplyEven at our Cal-20 price forecast of $2.15/mmbtu, producers are likely to keep turning rigs to the right as long as they can cover variable costs. An Appalachian producer selling at a local hub would have no incentive to grow production considering current prices. However, shut-in economics.. -
North America Panorama
Published 21 Nov 2019
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Due to today’s publication of our North America Outlook this afternoon, today’s Panorama is abridged.Additionally, due to the Thanksgiving holiday in the US next week, the next Panorama will be next published on Wednesday 27 November.Today’s report (week ended 15 Nov): EIA: -94 bcf, EA: -89 bcfTo.. -
Weekly North American NGLs update: The LPG has landed
Published 21 Nov 2019 by -
In the pipeline
Published 21 Nov 2019
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The new US crude microbalance data service is officially launched with this edition of the report, and includes a rich database of Texas Railroad Commission data, Sonris data, FERC pipeline information, and other key regulatory agency information.Please note, that there will be no US Department o..
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