Archive for the ‘Platts analysis’ Category

EIA analysis: big build in crude oil stocks

The weekly data from the Energy Information Administration showed a significant build in crude oil stocks. Our analysis of those numbers is here.

EIA analysis: big build in crude oil stocks

A sagging crude oil market got another big hit of bearish news today with the weekly EIA statistics showing a big build in crude stocks. You can read our analysis here. 

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EIA analysis: US oil stocks rise, Canadian imports set record

US crude, gasoline and distillate stocks rose across the board last week, according to US Energy Information Administration oil data released Wednesday. Canadian crude imports increased 494,000 b/d to 3.25 million b/d, setting a weekly record high.

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EIA analysis: US crude stocks show unexpected draw

US crude oil, gasoline and distillate inventories fell across the board last week. Run rates last week fell to lows not seen since the beginning of the summer.

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Takeoff, eh? At time of need, New York jet fuel heads to Canada

New York jet fuel prices spiked from mid-July through August, and new data gives more insight why. Blame Canada.

Canada may be sending everything from comedians and crude into the US. But in July, it took in a good bit of US jet fuel, mostly out of New York.

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EIA analysis: big draw in crude oil stocks

US crude oil stocks took an unexpected downturn last week. You can see our analysis of the latest Energy Information Administration inventory report here.

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EIA analysis: US crude oil stocks increase

The US West Coast was the main driver of the crude oil stock increase this week, partly due to a decrease in refinery runs, which fell 82,000 barrels per day to 2.37 million b/d.

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The possible implications of Russian sanctions on Europe’s polyethylene market

(Hetain Mistry is a member of Platts Petrochemical Analysis team. You can see more of their work by going here.)

In recent months Russia has come under global political pressure due to its current geopolitical conflict with the Ukraine. The Platts Petrochemical Analytics team is looking at whether these pressures, in terms of credit and liquidity for project development, will filter down to the development of planned petrochemical projects.

Platts Petrochemical Analytics lists 25 polyethylene projects forecast to come online in Europe over our outlook period, with capacity on those projects totaling around 7.5 million mt.  The majority of these projects will come onstream in Russia, but there are other projects planned for Azerbaijan, Kazakhstan, the Czech Republic and potentially Uzbekistan. Out of the 7.5 million mt of additional tonnage expected to come onstream in Eastern Europe, Russian projects will account for 77% of the additional capacity.

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EIA analysis: big build in US distillate stocks

A big jump in distillate inventories was the highlight of this week’s Energy Information Administration inventory report. You can read our analysis of the numbers here.

EIA oil analysis: overall small changes, bigger changes underneath

The overall change in US crude oil inventories was relatively small last week, according to the EIA data released today. But there were some bigger regional shifts underneath those total numbers. You can read our analysis here.