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Showing research about Energy - Refined Oil

20210408-canada-macro

Canada helped by supply chain inflation, hindered by chip crunch

Canada’s international trade activity inched 0.6% higher year over year in February after an import contraction of 2.8% was offset by a 4.1% improvement in exports. The latter outpaced the United States’ 5.1% downturn and largely reflects the two countries’ differing exposures to commodities. ... Read more →

20210401-mexico-refined-products

Exxon Mobil, Koch face AMLO’s Pemex protection

Mexico’s President Andres Manuel Lopez Obrador (colloquially known as AMLO) has proposed restructuring refined oil import contracts to “combat corruption”. While the state “will honor contracts, but we will not grant any more permits” in order to “protect Pemex to ensure supply”. Mexican impor... Read more →

202104-outlook-demand-boom-global-1

Q2 2021 Outlook: Words become actions, threats going nowhere

The seeds of the challenges faced by global supply chains in Q1’21 were sown in the second half of 2020 and are unlikely to unwind before the end of Q2’21. Global trade activity remains robust, with exports from 17 countries that have reported data for February showing growth of 6.2% excluding... Read more →

20210219-texas-oil-exports

Winter storms disrupt oil supply chains from Aramco to Pemex

Winter storm Uri has led to a significant reduction in U.S. oil production, driving a rise in global oil prices and having a knock-on effect on energy supply chains. Texas accounted for 59.0% of refined oil exports in 2020 after a dip of 1.8% year over year in Q4’20. The shortfall may be most ... Read more →

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