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ES #136: U.S. Refiners Shift to Lighter Slates, Import Sources Consolidate

ES #136: U.S. Refiners Shift to Lighter Slates, Import Sources Consolidate

Trends in U.S. refinery slates and crude imports show steady consolidation in supplying countries and adaptation to lighter runs

Brief: Shipping Costs Hit 16-Month Low

Brief: Shipping Costs Hit 16-Month Low

Global container freight rates hit a 16-month low in May as the aftermath of importers' front-loaded cargoes subsides

Brief: Domestic Industrial Demand Signals

Brief: Domestic Industrial Demand Signals

April manufacturing sector activity and March trade data put focus on distillate consumption

Brief: Iraq Eyes Syria for Expanded Pipeline Export Capacity

Brief: Iraq Eyes Syria for Expanded Pipeline Export Capacity

Iraq and Syria discuss restarting a mothballed 300 kb/d pipeline, expanding Iraq's efforts to restore export capacity to the Mediterranean.

Brief: Record Conventional & LNG Bunker Sales

Brief: Record Conventional & LNG Bunker Sales

The Port of Singapore's 2024 bunkering statistics show a record year for total bunker demand and sales of alternative fuels like LNG as shipping firms routed vessels away from Red Sea conflict risks.

Brief: U.S. Imports Hold At Record High in February

Brief: U.S. Imports Hold At Record High in February

U.S. trade deficit narrows to the second-largest on record as imports hold flat at $401.1 billion and exports increase 2.9% M/M to $278.5 billion

ES #130: The Strategic Case for Greenland

ES #130: The Strategic Case for Greenland

Why the Trump administration's Greenland interest extends far beyond untapped critical minerals

Brief: U.S. Energy Exports & Extended Red Sea Diversions

Brief: U.S. Energy Exports & Extended Red Sea Diversions

U.S. strikes on Yemen's Houthis rekindle Red Sea transit risks. Satellite tracking data shows the effects of the Houthi's protracted Red Sea attacks. Meanwhile, easing drought conditions are evident Atlantic-Pacific transits through the Panama Canal.

Brief: GDP and FX to Amplify Tariff Squeeze

Brief: GDP and FX to Amplify Tariff Squeeze

How much the Canadian and Mexican economies rely on trade with the United States

Brief: Iraq, Kurdistan to Resume Crude Flows to Mediterranean

Brief: Iraq, Kurdistan to Resume Crude Flows to Mediterranean

Crude flows through Iraq-Ceyhan pipeline to Turkey to resume after two years of disputes

ES #125: Imbalanced Global LNG Import/Export Capacity Growth

ES #125: Imbalanced Global LNG Import/Export Capacity Growth

Comparing regional LNG infrastructure development for the next five years as trade negotiations pose knock-on effects for long-term energy flows

Brief: Guyanese Crude Wins Tailwinds From Canada's Tariff Uncertainty

Brief: Guyanese Crude Wins Tailwinds From Canada's Tariff Uncertainty

A closer look at Guyana's full year of 2024 production data and the repercussions of Canada's new export capacity to the US West Coast