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Energy D├ętente Title List    
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Issue DateTitleSubjectsCAPTION
Sep 28 2023
IEA Issues Political 2030 Projection
RESURGENT WORLD OIL DEMAND
Demand




Global oil demand is on track to set a new all-time record high in 2023, proving many of its detractors wrong yet again. One of those is the International Energy Agency which has announced oil demand will peak in 2028 and decline thereafter. Others, including OPEC, vigorously disagree that demand is close to peaking, and are warning a decline in investment may lead to disaster.
Jun 10 2023
Recession-Scared Oil Price Enabled
$1.20 GAL. DROP IN WORLD PUMP PRICE
Retail Prices




The world average retail price of gasoline has dropped over $1 per gallon since last Summer, to $4.04. Growing refiner margins have arrested retail gasoline's price descent in 2023. The largest consuming nation, the U.S., averages $3.67 gal. Currently 24 nations are subsidizing gasoline. At the other extreme are high priced Hong Kong ($11.32 gal.), and Denmark ($7.85 gal.)
Mar 29 2023
En Route to Renationalization?
MEXICO LEADER VOWS TO END CRUDE OIL EXPORTS
Production/Supply/Demand




Mexico oil reserves will last a mere eight years at the current extraction rates and refined product import dependency now exceeds 50%. This report examines Mexico's oil production collapse, an attempt at privatization, and its current reversal under a new President who wants to end oil exports.
Dec 27 2022
December 27, 2022: Nine Waning Exporters
OIL STATES' EXPORT STATUS TRANSITION
Production/Supply/Demand

Imports/Exports


In 2005, the nine nations featured in this report exported a combined 5-million barrels per day to world consumers. Now, instead of exporting, this group imports 1.4-million b/d. This report features dramatic events that have flipped nations from petroleum exporter to importer status.
Sep 28 2022
Gyrating Production, Price, Profits
MAJORS FINANCIAL RECOVERY, 2022
Production/Supply/Demand




Oil and gas producers lost billions in 2020, recovered nicely in 2021, and so far in 2022 are enjoying huge profits thanks to elevated crude oil and gas prices. But despite 2022's achievements, dark clouds are forming on the horizon including the increasing likelihood of a global recession, which would pummel demand. The world's six largest private major oil companies are featured herein.
Jun 21 2022
Handicapped Refining and Embargo Put
2022 DIESEL SUPPLY IN CRISIS
Production/Supply/Demand




Shut refineries in the U.S. and elsewhere, delayed refining expansion, and embargos are rendering current capacity inadequate to handle even the modest recovery in global distillate demand this year. This report examines price, supply, stocks, and potential recovery scenarios.
Mar 29 2022
How OPEC+ Is Amassing Power
A NEW WORLD ORDER FOR PETROLEUM
Production/Supply/Demand




OPEC's share of global production had been slipping but the more relevant group, OPEC+, has emerged as a dominant force. OPEC+ accounts for 54.2% of global output. The organization's many past campaigns to achieve cooperation with non-OPEC producing nations had limited and brief success, but this time it is amassing clout thanks to the global ideology set against fossil fuels -- and to the singular petroleum power of super collaborator Russia.
Dec 27 2021
How and Why of Global Gasoline's Price Rally
REVIEW OF TUMULTUOUS 2020-2021
Retail Prices

Subsidies


After an extreme price crash, the world retail price of gasoline hit bottom in April 2020, then climbed with a vengeance past pre-pandemic levels. World motorists are now hard-pressed with high price, curtailed mobility and strained economies. This report finds 28 nations are now subsidizing gasoline, shielding citizens by deliberate delay or sluggish government response.
Sep 29 2021
Golden Zone Regained
STRONG REBOUND IN U.S. REFINING MARGIN
Margin




After a miserable 2020 and poor start in 2021, U.S. refining margin has regained its prior stellar level and so far this year averages its highest since 2015. But product volumes recovered weakly and some plants did not survive. This report examines margin history, oil prices, the shale oil advantage, idled capacity, and gasoline demand.
Jun 24 2021
Recession-Resistant Resource
U.S. SHALE OIL'S STAR IS STILL RISING
Production/Supply/Demand




Contrary to experts' expectations, U.S. shale oil production's 2020 decline was not deep, and it is recovering nicely in 2021. Shale oil is on track to enable the U.S., the world's largest producer, to set an all-time record high by 2022. The boom is still on.
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