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Energy D├ętente Current Issues    
Issue DateTitleSubjectsCAPTION
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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