ClipperBlog

09 November

Booming US product exports

The U.S. export boom continues apace. And not only from crude exports, which clambered above 2 million barrels per day in recent weeks, but from the product piece of the pie too. Joining rising gasoline and distillate exports from the U.S. has been LPG. And not just propane or butane, but ethane as well - as our ClipperData illustrate below. 

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Tagged US gasoline exports, US middle distillate exports, US propane exports, US ethane exports Leave a comment
30 October

On the road

I've been on the road - on walkabout as the Australians would say - for the last four weeks, doing a number of speaking engagements and trips across America. As we all know, all paths lead back to energy,  hence, on my travels I have seen a bunch of energy infrastructure that I normally just study on a screen. Hark, here are some of those places, and some corresponding insights via our...

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Tagged US crude imports, US gasoline exports, ExxonMobil Baton Rouge refinery, Texas refineries, PES Philadelphia refinery, Phillips 66 Bayway refinery, US middle distillate exports 7 Comments
28 September

Elasticated Exports

It is now a little over a month after Hurricane Harvey made landfall on the US Gulf Coast. While some refineries are still in the process of ramping up activities, refining utilization is clambering back higher towards historical norms. This improvement is being reflected through in higher crude and product flows, with product export activity looking particularly elasticated, snapping back...

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Tagged US crude imports, US gasoline exports, us diesel exports, US gulf coast refinery runs 1 Comment
14 September

Returning to normalcy on the US Gulf Coast

Nearly twenty days (or over 450 hours) after Hurricane Harvey made landfall betwixt between Port Aransas and Port O'Connor in Texas, there are a number of signs emerging in our ClipperData that the refinery hub of the U.S. is returning to some semblance of normalcy. Hark, here are but three such examples: 

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Tagged US gasoline exports, us diesel exports, US Gulf Coast crude imports Leave a comment
09 February

U.S. crude exports impact regional pricing

Oil prices are moving back toward the top of their recent trading range, looking to muster a test of resistance once more. As positivity abounds amid new intraday record highs for U.S. equity markets, hark, here are five things to consider in oil markets today:

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Tagged US gasoline exports, EIA STEO, US oil exports 1 Comment
22 December

Mexico and its gasoline dilemma

Amid a better-than-expected U.S. GDP print and a slightly softer dollar, oil prices are on the rise today. Gasoline, however, is on the move lower - and something we hone in on for today's blog. Hark, here are five things to consider in oil (and gasoline!) markets today:

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Tagged gasoline imports, retail gasoline prices, EIA, US gasoline exports Leave a comment
16 November

OPEC hope trumps EIA builds

Oil is rallying for a second consecutive day, despite a bearish-tilted EIA report. As more weight is placed on behind-the-scenes OPEC meetings, financial positioning is shifting bullish once more. Hark, here are six things to consider in oil markets today. 

 

 

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Tagged gasoline inventories, EIA inventory report, IEA, wolfcamp, US gasoline exports Leave a comment

About the Author

Matt Smith deciphers and distills what is most relevant across the energy complex into cohesive and pithy knowledge you can use. The belly laugh is a bonus.

Matt Smith

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