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Energy D├ętente Title List    
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Issue DateTitleSubjectsCAPTION
Mar 28 2018
Why High Margin Prevails
U.S. REFINERS STILL THRIVING
Consumption/Supply/Demand

Capacity


U.S. refining margin bounced up slightly in 2017 over the prior year, thanks to ongoing advantages including abundant domestic supply of shale oil. This report examines underpinnings of the U.S. industry's superior performance that marked last year as the seventh in a row of elevated margin
Dec 22 2017
Sustainable Versus Recent Highs, Lows
HOW THE WORLD GASOLINE PRICE HAS MODERATED
Retail Prices

Demand


In the past two years, global motorists are paying higher retail gasoline prices largely because of crude oil price recovery. This report tracks oil and gasoline prices, factors moving them, and spotlights price subsidization. Notable: Saudi Arabia is taking dramatic action that will bring it much closer to non-subsidy status while in Venezuela a single U.S. penny is now worth hundreds of gallons.
Sep 28 2017
The Middle Class 'Sweet Spot' for Vehicle Ownership
WORLD FLEET AS OIL DEMAND GUARANTOR
Fleet

Demand


World oil demand growth will turn out to be far superior to what many projections claim, based on trends in populations' ability to afford vehicle ownership examined herein. By 2030 there will be 1-billion more persons allowing the global vehicle fleet to burgeon more than 58%. Oil demand at 128-million barrels daily in 2030 will serve the needs of newly emerging middle classes.
Jun 29 2017
The Cutback: How Effective?
OPEC CLOUT, 2017 STYLE
Production/Supply/Demand




Combined with eleven collaborating nations per its November 2016 cutback accord, OPEC attempted to remove 1.7222-million barrels daily from world oil supply. But oil prices are captive to a rather narrow price band, due in great part to the boom in U.S. shale oil output and its quick rebound every time prices attempt to break free. Latest: U.S. shale oil's output growth is 79% of OPEC's output reduction.
Mar 29 2017
U.S. Is World's Refiner
MILESTONES: U.S. REFINED PRODUCTS EXPORTS 2016
Imports/Exports

Production/Supply/Demand


The year 2016 marked the highest ever U.S. refined products exports and the first year of net gasoline exports in 57 years, thanks to the country's reinvigorated crude oil production among other factors. In this report we explore reasons that these milestones may be surpassed in 2017 and beyond.
Dec 16 2016
Degrees of Distress
THE STATE OF NINE OIL STATES' EXPORT STATUS
Production/Supply/Demand

Imports/Exports


The nine nations featured in this report provided 7.18-mmb/d in net oil exports to world consumers in 2005, but now supply just 2.18-mmb/d. This report features each of the nine and highlights some of the causes of their reduced status as oil exporters.
Sep 30 2016
Chasing the LNG Mirage
UPDATE: THE MAJORS' GREAT NAT-GAS RUSH
Gas

Supply/Demand


Major oil companies continue to hunt gas reserves at the expense of crude oil and Shell now holds more natural gas than crude oil re-serves. The rush to gas continues despite the gaping price difference in favor of oil. The movement to load up on gas to supply a hoped-for boom in world demand for liquefied natural gas, and its rationales, is examined in this report.
Jun 22 2016
Why and How They Keep Their Edge
U.S. REFINING MARGIN STILL STELLAR
Refining Margin




Despite shouldering higher oil buying prices during the past four months, U.S. refiners have reaped gains from higher product prices supported by robust domestic and foreign demand. The year 2016 is on track to be the sixth consecutive year of U.S. margin above $22 per barrel.
Mar 24 2016
Blamed for Oil Price Crash
IS SAUDI ARABIA OVERPRODUCING?
Production/Supply/Demand

Shell/Motiva/Aramco


Herein, a review of reserves, production, and internal oil demand in OPEC's "swing producer", Saudi Arabia. One finding: Mega-producer Saudi Arabia is falsely blamed for the recent collapse in world crude oil prices. Momentous: Aramco is reportedly considering partial privatization via an initial public offering.
Dec 18 2015
Gasoline Demand Poised to Flourish
WORLD MOTORISTS GETTING HUGE PRICE CUTS
Retail Prices

Demand


Since its all-time peak in May 2011, the world average retail price of gasoline has plummeted by $1.91 per gallon. This report examines how motorists globally have escaped the four year high gasoline price era 2011-2014 thanks to the crude oil price crash, and are reaping a bonanza.
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