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Day Late and a Dollar Short – The Impact of the Repeal of U.S. Crude Export...
By: Ryan M. Couture and John Auers In December of 2015, just days before Christmas, U.S. producers got an early present with the lifting of the crude export ban. While it was a welcome change, it came...
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Tour de France – A Refining Perspective
By John Mayes and John Auers As we start heading toward the second half of June, those of us who are cycling fans start anticipating the beginning of the Super Bowl of bicycle racing, the Tour de...
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“East Bound and Down” – A Look at Global Diesel Demand
By Ryan M. Couture and John Auers While Jerry Reed certainly wasn’t thinking about diesel in this classic 1970’s trucker ballad about hauling beer across the U.S., the trucks he was singing about (big...
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Born in the U.S.A. – Diesel in the land of “The Boss”
By Ryan M. Couture and John Auers In last week’s blog, we looked at the rapidly changing global market environment for diesel and other distillate based fuels. The dramatic drop in oil prices over the...
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“Get Outta My Dreams, Get Into My Car” – The Fireworks Show that is U.S....
By Ryan M. Couture and John Auers We hope y’all had a great (and safe) Fourth of July. For many of you, it likely involved getting into your cars for some serious driving, whether for weekend trips or...
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Game of Margins: “Winter is Coming” – Global Gasoline Cools Off
By Ryan M. Couture and John Auers Last week, we discussed the surging levels of gasoline demand in the U.S., which have come as a result of a strong reaction by consumers to lower pump prices. But...
View Article“I Won’t Back Down” – Alternative Fuels Stand Up To Low Prices
By Ryan M. Couture Over the past four weeks, we looked at the impacts that low prices have had over the last year and a half on U.S. and international gasoline and diesel demand. While demand has...
View Article“A Change is Gonna Come” – What Can the Oil Industry Expect from a...
By: John Auers Energy policy certainly wasn’t at the top of the agenda at last week’s Republican Convention and likely will not grab headlines this week in Philadelphia either (although Crazy Bernie...
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“If You Build It, He (They) Will Come” – A Focused Look at Global Refinery...
“If You Build It, He (They) Will Come” – A Focused Look at Global Refinery Construction Activity By John Mayes and Michael Leger The iconic line in the title of today’s blog worked miracles for Iowa...
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“See the USA in Your Chevrolet” – But Make Sure it’s a Volt
By John Mayes and John Auers Only a few of us where born when Dinah Shore first voiced the title tune of today’s blog in the 1950’s, but surely even the youngest of you can hum it on command. It...
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“Cruel Summer?” – Refining Margins Stumble despite Record Gasoline Demand
By Ryan M. Couture and John R. Auers Back in February, we took a look at how refiners and integrated majors fared in 2015, the first full year since oil prices cratered. In fact, while that year was...
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“Ridin’ the Storm Out” – Will Hurricane Season Rebalance the Gulf?
By Ryan M. Couture and John R. Auers Our heartfelt condolences go out to those in southern Louisiana who have lost so much in the past couple of weeks to the “Storm with No Name.” Despite the relative...
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“King of All the World” – U.S. Refiners Still on Top, but for How Long?
By Ryan M. Couture and John R. Auers Over the last several years, U.S. refiners have climbed to the top of the global refining mountain, facilitated by both new developments and advantages that have...
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“Workin’ for a Livin’” – The U.S. Workforce Competitive Advantage
By Ryan M. Couture As we reflect on the Labor Day here in the U.S., it is important to remember all the workers who make this industry possible. While Huey Lewis sung about “Workin’ for a Livin’” many...
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Do Things Really “Go Better With Coke?”
This week’s blog is by Stuart Ehrenreich, director of Cascade Resources and Consulting. Petroleum coke…when I mention that is the business I’m in during a cocktail party conversation I get some...
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Refining’s $15 Billion Expense
By Andy Hill, Ryan Couture and Beth Hilbourn While much of the world remains keenly focused on the price of crude oil, the refining industry is closely watching the price of Renewable Identification...
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It Ain’t Heavy, It’s My Bunker – Part 3: The Decision Looms
This week’s blog is by David St. Amand, President of Navigistics Consulting As Turner, Mason & Company previously posted in the first two parts to this blog back in February and March, the...
View ArticleIt Ain’t Heavy, It’s My Bunker – Part 4: What Do Impending New Bunker Specs...
By John Mayes and John Auers While the final decision has yet to be announced, the probability of a shift to low sulfur bunker fuel in 2020 appears to be rapidly rising. This transition will likely...
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“That Ain’t My Truck” – Phase 2 Standards Impacts on Diesel Demand
By Ryan M. Couture and John Auers It is undeniable that the landscape for transportation is changing. As regulations drive manufacturers to develop technology solutions to increase fuel efficiency,...
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“Don’t Worry, Be Happy” – An Independent Look at the CE Delft Report
By John Mayes In our past blog series, “It Ain’t Heavy, It’s My Bunker,” we looked at the impacts that the upcoming International Maritime Organization (IMO) regulations on the future of bunker fuel...
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