39 episodi
Energy Analyst Talk ESAI Energy
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- Economia
Bringing you the latest news and trends in the fuel, energy, and oil industries, from ESAI Energy.
Since 1984, ESAI Energy has been an industry leader in collecting primary source data on crude oil, natural gas, refining, petroleum products, natural gas liquids and alternative fuels. These data are combined with exhaustive research on regulations and public policy to develop a holistic view and detailed forecasts of the energy markets.
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Episode 39: Refinery Rationalization: The worst is yet to come for OECD Refiners
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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Episode 38: LPG - A Tale of Two Markets
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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Episode 37: Possible DAPL Shutdown Scenarios and Their Implications
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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Episode 36: Surging RVO Costs and the Impact on Gasoline
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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Episode 35: The Surge in European EV Sales
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
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
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Episode 34: Competition in Middle East Refining Markets
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
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US