Catégorie : Traders

US Facilities Still Operating at Low Utilization Rates as of June 22

Kayrros detected one restart and two outages in the week ended June 21 US facilities are operating at the lowest utilization rates since January

Reassessing the Oil Demand Impact of COVID-19

The global oil industry has been doubly hit by the COVID-19 pandemic: by the collapse in oil demand triggered by the lockdowns and by

Too Full or Not Too Full: The Cushing Paradox

The oil market was shaken to its core when NYMEX WTI prompt contract prices, for the first time in history, fell into negative territory.

All Dressed Up with Nowhere to Flow

Too little too late: US tight oil activity plummets in March, but not enough to prevent a historic crash in WTI In the wake

The Lockdown: Making Sense of the Supply Cuts

The back-to-back OPEC+ and G20 meetings resulted in the largest (in volume) and broadest (in participants) production cut deal in oil history and seem

A Tale of Two Countries: Coronavirus Impacts on Energy Demand in China and India

The coronavirus outbreak is impacting energy demand in the world’s most populous countries, China and India, on different timescales China was the first economy

The Potential Impact of a US Fracking Ban

The idea of a ban on hydraulic fracturing has — perhaps predictably — proved polarizing since being recently aired in the US presidential primary

Keeping DUCs in a Row

While the US Energy Information Administration (EIA) has been reporting a drop in the Lower 48 inventory of drilled and uncompleted (DUC) wells in

On supply disruptions and satellite imagery

Last month’s attack on Saudi Arabia’s oil infrastructure was one of the biggest oil supply disruptions ever recorded but the market took it in

For OPEC, rising US crude exports have a silver lining

As OPEC meets on July 1, continued growth in US production may paradoxically no longer be the threat it once was for the producer