Industry: Refining & fuels

In the April 2021 edition of the ADI newsletter, we explored how ESG pressures are reshaping the refining sector, as companies respond to growing investor and stakeholder demands. We also examined the complex challenge of decarbonizing the chemical industry and highlighted emerging strategies. Our primer on CCUS reviewed ExxonMobil’s major Gulf Coast project proposal. Finally, […]

Global crude oil prices have declined due to increased US shale production and doubts about OPEC’s commitment, while US ethane demand is set to rise significantly with new crackers and exports. This divergence suggests weaker crude oil prices but stronger ethane prices in the near future.

In the February 2021 edition of the ADI newsletter, we highlighted ADI’s recent collaboration with the U.S. Department of Energy on small-scale LNG opportunities in Europe. We also explored how ESG trends are reshaping industrial portfolios, and reviewed insights on the growing reliance of U.S. refiners on export markets. Updates were shared from ADI’s Downstream […]

The COVID-19 pandemic severely impacted the global refining sector, causing dramatic fuel demand cuts, especially in transportation, which led to oversupply and plummeting margins. In response, refiners worldwide reduced utilization and altered product yields. They also slashed capital spending, deferred projects, and even shut down or converted facilities. While global fuel demand remains subdued with […]

In the January 2021 edition of the ADI newsletter, we explored key developments shaping global energy markets. Highlights included an outlook on the energy transition’s momentum in 2021, a detailed review of North American refining trends and forecasts from ADI’s Downstream Market Advisory, and insights from a new study on the potential of small-scale LNG […]

U.S. refiners and majors have announced several closures of refineries.

ADI has launched a monthly subscription service covering the North American downstream market. Our research service provides a monthly report comprising two parts. Our goal is to provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets, operations, assets, and supply chain. The first part reviews historical […]

ADI has launched a monthly subscription service covering the North American downstream market. Our research service provides a monthly report comprising two parts. Our goal is to provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets, operations, assets, and supply chain. The first part reviews historical […]

BP is pivoting away from a predominantly oil and gas business to a future ready for the energy transition with net-zero greenhouse gas emissions by 2050. The company’s management presented their strategy last week over three afternoons.

What is the state of digital in the chemical industry?

ADI has launched a monthly subscription service focusing on the North American downstream market. This service provides a comprehensive two-part monthly report. Our primary goal is to equip subscribers with vital research, market intelligence, analytics, and actionable insights. This ultimately helps them cultivate a strategic and forward-looking perspective on downstream markets, operations, assets, and supply […]

The U.S. renewable diesel demand is currently fulfilled by limited domestic production (~26,000 bpd) and increasing imports from Singapore. To address this supply gap, U.S. refiners plan to increase their renewable diesel production capacity by approximately 300% (228,000 bpd) over the next five years, primarily driven by California’s Low Carbon Fuel Standard (LCFS).