Energy Analyst Talk

Following the pandemic, global petroleum product demand will fully recover in 2023. In addition to the demand recovery, it will take a wave of refinery rationalization for refining margins to recover. ESAI Energy expert Andrew Reed joins us and summarizes key developments in non-OECD refining, highlighting the drivers of refining investment and the growth of refining activity, and identifies the resulting market developments that ultimately will put more refineries out of business.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

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LPG is often viewed as a single market, but in 2021 there are diverging developments pulling propane and butane fundamentals in different directions. As we transition to stock building season, ESAI Energy expert Andrew Reed joins Energy Analyst Talk to describe these developments and what to watch for in the coming months.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

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With the Biden administration revoking the permit for the Keystone XL pipeline earlier this year, many are wondering if the Dakota Access Pipeline will face a similar fate. To break down a few possible scenarios, ESAI Energy North America analyst, Elisabeth Murphy, joins the program to discuss what each scenario would mean for the industry.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

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A surge in RVO values has raised compliance costs and impacted gasoline prices in the US. ESAI Energy’s Chris Barber and Linda Giesecke join this episode of Energy Analyst Talk to discuss the main reason behind the wide arb between NYH and NWE prices for gasoline and ULSD.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

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Despite the drop in total European car sales last year, electric vehicles and conventional hybrids did extremely well. Linda Giesecke joins Energy Analyst Talk to discuss what’s fueling this trend and how it will play into long-term transport fuel demand across the region.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

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With two new Middle Eastern refineries coming online in 2021, the global market is soon to see an influx of additional capacity. In addition to the impact on global refining markets, these projects also present a window into some interesting geopolitical relationships in the region. ESAI Energy Middle East analyst, Mohannad Al-Suwaidan, joins the program to discuss these developments and expand on what they mean for the countries involved.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

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Despite bigger-than-usual LPG stock draws this winter, ESAI Energy expects we will exit the heating season with “normal” inventory levels. With the transition to summer stock building around the corner, Andrew Reed joins Energy Analyst Talk to discuss the short-term outlook for LPG.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

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As we welcome in a New Year, we take a look at what's happening in Russia's crude markets. Our guest Andrew Reed discusses key developments in phase one of the OPEC+ deal, the impact on Russia's market share in Europe and Asia, and where we expect Russia's growth to occur in 2021.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

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With the recently signed RCEP agreement in Asia coinciding with a new US administration, there are many changes afoot that will drive global trade in 2021 and beyond. In this episode of Energy Analyst Talk, energy analysts Yao Wu and Mohannad Al-Suwaidan join the program to discuss these trade developments as well as their implications on marine bunker demand.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

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For the 30th episode of Energy Analyst Talk, we're revisited by Chris Barber from ESAI Energy who reviews the recent rise in RIN prices and how the continued weak transport fuel demand environment will influence RINS markets in 2021.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Logo Opener by Free Music | https://soundcloud.com/fm_freemusic