By Mark Rossano SUMMARY Hurricane Update U.S. Drilling Activity Update Asian Market Update India Crude Demand South Korea Update Quick Japan Update Petrochemical and Refining Expansions Update to China-US Trade Deal Update on U.S. Economy (we talk more about it…
By Mark Rossano Summary U.S. Frac Spread Update Saudi Faces a Mounting Deficit Floating Storage Levels Remain Elevated Heading into Shoulder Season The Glut Grows as COVID Cases Rise Based on the Above Consumer/Activity Weakness: Economic Data Will Remain Weak…
By Mark Rossano Summary U.S. Fracking/ Production/ Refining Round-Up Crude Demand Estimates Coming Down OPEC+ Meeting Wrap-up Export and Floating Storage Summary Quick Review of Russian Flow Summary of Saudi Arabia Refined Product Demand Overview Review of Exports/Imports Our Favorite…
