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“We Gonna Rock Down to Electric Avenue” or Maybe Not – Electrical Vehicles...
By Robert Auers and John Auers We’ve spent a lot of time over the last few weeks reviewing the refinery construction landscape and how that might impact the supply side of the refined product markets....
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“You Can’t Always Get What You Want” – Gulf Coast Refiners Struggle to Find...
By John Auers and Robert Auers Much has been written (including in this blog) about the impacts of the U.S. Light Tight Oil boom. It has caused massive changes in all segments of the petroleum...
View ArticleMemorial Day 2018 – Honoring Our True Heroes
“Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” —Franklin D. Roosevelt. While this quote was issued well before most of us were born, it is as...
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“End of the Line” – Will Higher Prices Put an End to Booming Global Product...
By John Auers and Brian Mason There certainly has been a lot of big (and in some cases) very surprising developments in the petroleum industry over the past week. While hints that the Saudi’s and...
View ArticleIn Nationalizing Transmountain, the Canadian Government tells British...
By Robert Auers For today’s blog, we chose a song by everyone’s favorite Canadian – Justin Bieber. By purchasing the existing Transmountain pipeline and the Transmountain expansion project last week...
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Stuck in the Midland with You – Update on Plans to Relieve Permian Bottlenecks
By Robert Auers and John Auers We last covered the issue of Permian takeaway capacity in November 2017 here. At that time we predicted that Permian production wouldn’t hit 3.3 MMBPD until the end of...
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“Ob-La-Di Obrador, Life Goes On, Bra” – Impacts of the Mexican Election on...
By John Auers and Robert Auers Mexico certainly has been in the news lately, what with the barrage of media attention on the “family separation” issue at the U.S. border and the early success of the...
View Article“I’m Free” – Trump Administration “Frees” Industry from Regulation, but...
John Auers and Robert Auers The classic track from The Who’s Tommy, “I’m Free,” doesn’t normally come to mind as an Independence Day tune. However, as we get ready to celebrate the 242nd birthday of...
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“Ever Changing Times” and the U.S. RFS Policy
By Beth Hilbourn In some ways, RIN prices are just like Aretha Franklin’s song, “Ever Changing Times,” since they are ever changing and oftentimes feel quite unpredictable. The RFS policy is a...
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“Only Time Will Tell” – An Update on Refinery Project Activity
By John Auers and Brian Mason In reviewing the refinery construction landscape, the early 80’s hit “Only Time Will Tell” from English supergroup Asia comes to mind. The title of that tune, which...
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“You Ain’t Seen Nothing Yet” – Outlook for U.S. Crude Exports
John Mayes and John Auers We’ve seen a number of important new records set within the U.S. petroleum industry in the past 12 months, including crude production, refinery throughput, gasoline...
View ArticleA Visit to the Hill – Senate Investigates Higher Oil and Gasoline Prices
By John Auers I had the privilege of participating as a witness in a hearing held by the Senate Committee on Energy and Natural Resources last Tuesday. The stated purpose of the hearing was to “examine...
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“He Ain’t Heavy, He’s My Feedstock” – The Changing U.S. Gulf Coast Heavy...
By John Mayes and John Auers Driven by decades of massive investments in coking and hydrotreating expansions, the U.S. Gulf Coast consumes a large percentage of the global heavy crude output. The...
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“Secret Agent Man” – Federal Agencies Support Alternative Fuel Vehicles
By Elizabeth Hilbourn and John Auers The 1966 song by Johnny Rivers, “Secret Agent Man” is a lot like the U.S. alternative fuels market in that whether they will live to see tomorrow depends on the...
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“Already Gone” – CAFE Becomes SAFE
By Elizabeth Hilbourn and John Auers Back in early April, we blogged of the Eagles song, “The Sad Cafe,” in recognition of an announcement by EPA Administrator Scott Pruitt scrapping the 2022-2025 fuel...
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“Changes” – U.S. Gulf Coast Petroleum Supply/Demand
By Elizabeth Hilbourn and John Auers We’ve written a lot about the “shale boom” and how that, along with other factors, has increased the competitiveness of the U.S. refining industry. Taken together,...
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“The Song That Never Ends” – Cellulosic Biofuels
By Elizabeth Hilbourn and John Auers “This is the song that never ends, it goes on and on my friends, some people started singing it, not knowing what it was, and they continued singing it forever just...
View ArticleThe Changing U.S. Refining Landscape
By Robert Auers and John Auers Last Friday, September 7, John Auers presented at the Federal Reserve Bank of Dallas’ Energy and the Economy Conference here in Dallas, TX. The title of the presentation...
View ArticleFuels Regulations Streamlining
By Beth Hilbourn and Robert Auers Streamlining of federal fuel regulations by the EPA is currently in process, and the effort should be applauded by everyone impacted by the regulations. The...
View ArticleWhat’s happening with the IMO’s 2020 Marine Fuel Rule?
By David St Amand, guest writer Mr. David St. Amand, President, founded Navigistics Consulting in 1994. Mr. St. Amand is a maritime economist/business analyst specializing in commercial shipping. He...
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