The US Crude Export Chronicles: November 2020

US crude exports are holding steady around 3.2mn b/d despite an unusually active hurricane season, while president-elect Joe Biden’s upcoming administration could have major consequences for global crude markets including a possible flood of Iranian supply.

18 十一月 2020

The Crude Report: Freight loses some Covid-19 weight

After an unprecedented rise earlier this year thanks to a surge of floating storage demand, the Weight of Freight – freight's share of the delivered cost – has returned to the more typical 5% - 10% range for US-to-China shipments.

17 十一月 2020

Global base oils market snapshot – Week of 16 November

Global base oil prices have extended their rise on the back of unusually tight supply-demand fundamentals. Many refiners have been unable to take advantage of the price strength because they are operating at low run rates in response to weaker fuel margins. The lack of

17 十一月 2020

From the Economist’s Chair: Irrational Exuberance

Events since early November have boosted equities, strengthened crude oil prices, placed a floor under the USD index and moderated some of the recent safe-haven demand for gold.

17 十一月 2020

Market Talks: Brazil’s 2020-21 ethanol season — the ups and downs

The current ethanol season in Brazil’s center-south region has given market participants a roller coaster ride, lurching between sharp price drops and growing optimism.

16 十一月 2020

Global coal-fired output recovers in Q3

Combined coal-fired generation in key global markets rose on the year in July-September as a result of a swift economic recovery in China, but overall coal burn remains below 2019 on a year-to-date basis.

11 十一月 2020

Global LPG Conversations: Outlook for propane and propylene markets

Our new podcast series, Global LPG Conversations, explores developments and key drivers in the global LPG/NGL markets.

11 十一月 2020

The Crude Report: Why penalize running the lights?

The six stand-alone splitters designed to refine ultra-light crude oil condensate at the US Gulf coast should have operating advantages in an environment where gasoline is king – but this theory hasn't quite panned out.

06 十一月 2020

Discussing the future of bunker fuels with car carrier UECC

As new car sales continue to struggle as a result of the COVID-19 pandemic, what has been the impact on car carrier UECC?

05 十一月 2020

Egyptian wheat prices jump on tight global supply

Egyptian wheat prices hit their highest levels in at least five years in October, as offers from Russian suppliers climbed amid limited alternative global availability.

04 十一月 2020

Driving Discussions: Covid-19 wave #2 and the outlook for European refiners

The global oil products market was hit extremely hard from the first wave of Covid-19. Now that we are beginning feel the effects of the second wave, especially in Europe, are refiners prepared?

04 十一月 2020

The Crude Report: Libyan production strikes back

After an eight-month slump in crude oil production, Libyan volumes are expected to strike back in full force.

04 十一月 2020

Market Talks: Is Brazilian clean fuel demand back at pre-pandemic levels?

After an average 40pc drop at the beginning of the Covid-19 pandemic, demand for clean fuels in Brazil has been rising steadily, and is now approaching pre-crisis levels.

03 十一月 2020

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 十一月 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

1 2 3 ... 51 52 53 下一页

Argus Blog