Supply Chain Research

Q3’21 Outlook: The fallout from underinvestment in logistics

July 5, 2021

The outlook for the logistics sector in the rest of 2021 will be defined by the reduced rate of investment of the past three years. Many ports are still operating at close to peak-season levels, reducing their ability to debottleneck before the forthcoming peak in early Q4’21. U.S. seaborne im... Read more →

AMLO’s coronavirus reaction could deflate CFE, Pemex gas imports

March 31, 2020

The government of President Andrés Manuel López Obrador may extend restrictions on activity in Mexico relating to the coronavirus outbreak, which in turn could cut natural gas demand according to S&P Global Platts. Mexican natural gas imports had already been in decline, with the value of inbo... Read more →

Gazprom, Kinder Morgan at Opposite Ends of EU-U.S. Common Gas Interests

January 13, 2020

Panjiva Research took part in a seminar last week which considered the future of Europe’s gas supplies. Gazprom’s new gas transit deal with Ukraine’s Naftogaz should reduce gas supply risks across the EU through 2024. The deal followed moves by the U.S. to apply sanctions against companies inv... Read more →

Kinder Morgan To Boost Flow As Mexican Gas Demand Blows Up

April 10, 2019

Kinder Morgan has received approval to enhance its natural gas export facilities for trade with Mexico, with initial flows set for 2020. While the Mexican government has been seeking to reduce its energy import dependence there has been a marked surge in demand for natural gas. Imports by pipe... Read more →

Inflated Natural Gas Imports Lead Mexico To Search For New Sources

February 21, 2019

The Mexican government will release an updated national energy plan in April that will allow Pemex to “share its upstream risk” by diversifying natural gas supplies. That’s not a surprise given previous statements from President Andres Manuel Lopez Obrador regarding the oil sector. Mexico’s im... Read more →

Mexican Gas Surge Starts as New Pipelines Awaited

November 2, 2017

The construction of six new gas pipelines between the U.S. and Mexico may be partly delayed due to local opposition in Mexico. Once complete they will double the number of pipelines operating. Mexico’s gas imports have already climbed significantly, with LNG imports up 68% on a year earlier in... Read more →

Mexico Looks to Change the Gas Script After Pipes Smoke Boats

October 23, 2017

Mexico’s Deputy Energy Minister, Aldo Flores, has indicated the country will re-task its under-used liquefied natural gas (LNG) terminals for export purposes. They could utilize gas imports from Texas delivered by pipeline for subsequent export to Asia. That would lead to lower costs for expor... Read more →

Oil Import Demand Grows, May Not Stop a Bad Quarter for Teekay and MISC

October 17, 2017

Global demand for crude oil continues to grow unabated. U.S. imports climbed 11% on a year earlier in August, a tenth month of growth. There was probably a drop in September, based on EIA data, as a result of hurricane disruptions. That cut demand from Chevron for seaborne crude by 58% and Val... Read more →

Koch Aims To Be The Real Thing in Mexican Fuel Trade

October 11, 2017

Commodity trader Koch Industries may increase its Mexican fuel imports in the coming months. That follows a first shipment of ULSD (diesel) and will be followed by jet kerosene and gasoline as well. The company may use truck and rail transport. The move comes as Mexican imports of fuel have ac... Read more →

Indian Gas Demand To Rise, America May Not Be Able to Assist

October 3, 2017

India’s state-owned refining companies will increase their use of natural gas in vehicle filling stations, gas distribution and instead of oil in their refineries. The Indian government may direct them to buy more American gas so as part of an ongoing “comprehensive review” of trade agreed by ... Read more →

Supply Chain Research

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