Energy Analyst Talk

By ESAI Energy

Bringing you the latest news and trends in the fuel, energy, and oil industries, from ESAI Energy.
Since 1984, ESAI Energy has been an industry leader in collecting primary source data on crude oil, natural gas, refining, petroleum products, natural gas liquids and alternative fuels. These data are combined with exhaustive research on regulations and public policy to develop a holistic view and detailed forecasts of the energy markets.

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Episode 4: US and China's Competing Petchem Waves

Energy Analyst TalkDec 12, 2019

00:00

06:54

Episode 39: Refinery Rationalization: The worst is yet to come for OECD Refiners

Following the pandemic, global petroleum product demand will fully recover in 2023. In addition to the demand recovery, it will take a wave of refinery rationalization for refining margins to recover. ESAI Energy expert Andrew Reed joins us and summarizes key developments in non-OECD refining, highlighting the drivers of refining investment and the growth of refining activity, and identifies the resulting market developments that ultimately will put more refineries out of business.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

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Creative Commons Attribution 3.0 Unported License

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May 28, 202107:56

Episode 38: LPG - A Tale of Two Markets

LPG is often viewed as a single market, but in 2021 there are diverging developments pulling propane and butane fundamentals in different directions. As we transition to stock building season, ESAI Energy expert Andrew Reed joins Energy Analyst Talk to describe these developments and what to watch for in the coming months.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US

Apr 13, 202106:50

Episode 37: Possible DAPL Shutdown Scenarios and Their Implications

With the Biden administration revoking the permit for the Keystone XL pipeline earlier this year, many are wondering if the Dakota Access Pipeline will face a similar fate. To break down a few possible scenarios, ESAI Energy North America analyst, Elisabeth Murphy, joins the program to discuss what each scenario would mean for the industry.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Apr 05, 202108:51

Episode 36: Surging RVO Costs and the Impact on Gasoline

A surge in RVO values has raised compliance costs and impacted gasoline prices in the US. ESAI Energy’s Chris Barber and Linda Giesecke join this episode of Energy Analyst Talk to discuss the main reason behind the wide arb between NYH and NWE prices for gasoline and ULSD.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Mar 25, 202107:02

Episode 35: The Surge in European EV Sales

Despite the drop in total European car sales last year, electric vehicles and conventional hybrids did extremely well. Linda Giesecke joins Energy Analyst Talk to discuss what’s fueling this trend and how it will play into long-term transport fuel demand across the region.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Mar 03, 202110:46

Episode 34: Competition in Middle East Refining Markets

With two new Middle Eastern refineries coming online in 2021, the global market is soon to see an influx of additional capacity. In addition to the impact on global refining markets, these projects also present a window into some interesting geopolitical relationships in the region. ESAI Energy Middle East analyst, Mohannad Al-Suwaidan, joins the program to discuss these developments and expand on what they mean for the countries involved.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Feb 26, 202105:23

Episode 33: Soft Landing for LPG

Despite bigger-than-usual LPG stock draws this winter, ESAI Energy expects we will exit the heating season with “normal” inventory levels. With the transition to summer stock building around the corner, Andrew Reed joins Energy Analyst Talk to discuss the short-term outlook for LPG.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Feb 12, 202106:26

Episode 32: Russian Crude Markets in 2021

As we welcome in a New Year, we take a look at what's happening in Russia's crude markets. Our guest Andrew Reed discusses key developments in phase one of the OPEC+ deal, the impact on Russia's market share in Europe and Asia, and where we expect Russia's growth to occur in 2021.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Jan 13, 202106:39

Episode 31: Global Trade Developments in 2021

With the recently signed RCEP agreement in Asia coinciding with a new US administration, there are many changes afoot that will drive global trade in 2021 and beyond. In this episode of Energy Analyst Talk, energy analysts Yao Wu and Mohannad Al-Suwaidan join the program to discuss these trade developments as well as their implications on marine bunker demand.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Dec 15, 202007:50

Episode 30: RFS Challenges in 2021

For the 30th episode of Energy Analyst Talk, we're revisited by Chris Barber from ESAI Energy who reviews the recent rise in RIN prices and how the continued weak transport fuel demand environment will influence RINS markets in 2021.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Dec 03, 202006:30

Episode 29: US Presidential Elections and the Impact of Potential Bans on Federal Drilling Permits

With what’s possibly one of the most important presidential elections in US history just days away, there’s much speculation in the oil and gas industry about what either outcome could mean for the sector. In particular, a Biden presidency would likely mean some policy changes that would affect oil and gas production in the US. ESAI Energy’s expert on North America and US crude, Elisabeth Murphy, provides her take on what these changes could mean for some key oil producing regions.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Oct 29, 202006:43

Episode 28: European Oil Demand, October Update

Nearly 10 months since ESAI began monitoring COVID-19 and its impact on the oil market, Linda Giesecke rejoins the program to provide an update on the resurgence of COVID cases in Europe, how oil demand is faring, and which fuels to watch going forward.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Oct 08, 202008:12

Episode 27: Global LPG Implications for Fundamentals

A little more than six months since global lockdown policies began, markets are still feeling the impact of COVID-19, though some more than others. In this episode of Energy Analyst Talk, Andrew Reed breaks down how the pandemic has impacted LPG markets and what we can expect in the near future.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Sep 16, 202007:27

Episode 26: Understanding China's Discrepancy Between Real vs Reported Fuels Demand Post-COVID

The risk of COVID resurgence, flooding and geopolitics pressure China’s economic recovery. In this context, ESAI analyst Yao Wu discussed China’s demand for transport fuels and trade in the next few months, and how we understand and make adjustments to reported demand.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Sep 11, 202008:17

Episode 25: Highlights from ESAI Energy's Five-Year Fuels Outlook

With ESAI Energy recently publishing their Five-Year Global Fuels Outlook, ESAI analyst Linda Giesecke joins the podcast to summarize the key takeaways from the report. In our 25th episode, we discuss how the US elections, US-China trade disputes, the energy transition, and of course the ongoing pandemic are impacting global fuels through 2025.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Aug 14, 202010:07

Episode 24: The Closing of Marathon Petroleum's Martinez Refinery

With the announcement that Marathon Petroleum will close their Martinez Refinery, there could be some disruption to California's unique gasoline market. ESAI Energy's expert on refining, Chris Barber, joins the program to discuss how California can make up this lost supply as well as Marathon's potential plans to reuse the refinery for biofuel production.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Aug 07, 202005:14

Episode 23: The Global LNG Market - Is Demand Coming Back?

Amidst record low natural gas prices, and ongoing recovery from the pandemic, there might be some hope for struggling liquefied natural gas markets. However, cargoes are still being cancelled in the US and continued COVID outbreaks in parts of Asia leave some uncertainty about whether this optimism is premature. Chris Cote joins Energy Analyst Talk to break down the current state of the global LNG market.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Aug 06, 202006:31

Episode 22: Under Sanction - Venezuela’s link to Iran revives US interest

In June 2020, ESAI Energy's Chris Cote joined Energy Analyst Talk to discuss the state of Venezuelan crude production after the collapse of crude oil prices and sanctions against Venezuela by the U.S. A month later and the "cat and mouse game" is still afoot, with continued sanctions and new developments resulting from COVID-19. In this episode, Chris Cote rejoins the program to discuss what outcomes we might expect as a result.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Jul 13, 202006:45

Episode 21: Update on COVID-19's Impact on Global Oil Demand

In April 2020, Linda Giesecke joined Energy Analyst Talk to discuss the impact of COVID-19 on global oil demand. It’s several months later and demand is improving, but we’re hardly back to pre-pandemic levels. In this episode, Linda re-joins the program to provide an update and discuss which regions and transport fuels to keep an eye on.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Jul 09, 202009:40

Episode 20: The Swinging Pendulum of LPG Markets

After a long run of being in surplus, the pendulum is beginning to swing the other way for LPG markets. Andrew Reed joins Energy Analyst Talk to discuss how seasonal stock-building of LPG stacks up compared to last year's levels and how this fits into global export demand.

Contact ESAI Energy to learn more about the Global LPG Outlook referenced in this episode.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Jun 19, 202006:33

Episode 19: Is the US-China Trade Deal at Risk?

With the precarious relationship between U.S. and China exacerbated by the COVID-19 pandemic, the trade agreement between the two countries could be at risk. The collapse of oil markets has made the energy portion of the deal infeasible to accomplish, which, along with recent escalations, will negatively impact China’s compliance with the trade deal. ESAI Energy analyst, Yao Wu, joins Energy Analyst Talk to shed some light on the situation.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Jun 11, 202007:39

Episode 18: How the OPEC+ extension upends Russia’s juggling act in foreign crude markets

After the June 2020 OPEC+ meeting, Andrew Reed joins Energy Analyst Talk to discuss how the decrease in Russian crude exports will essentially end Russia's "juggling act" in foreign crude markets.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Jun 06, 202006:20

Episode 17: The State of Venezuelan Crude Production

Chris Cote joins Energy Analyst Talk to discuss how the fall of crude prices and U.S. sanctions have impacted crude production in Venezuela, as well as what their prospects are for production and exports going forward.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Jun 04, 202007:57

Episode 16: The Role of DUC Wells in Shale Production During COVID-19, Part 2

Elisabeth Murphy joins Energy Analyst Talk to pick things up from Episode 15 to continue the discussion on the role of DUC wells in shale production during the coronavirus recovery.

Listen to "Episode 15: The Role of DUC Wells in Shale Production During COVID-19, Part 1" here

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

May 22, 202003:04

Episode 15: The Role of DUC Wells in Shale Production During COVID-19

ESAI Energy analyst on North America, Elisabeth Murphy, joins the show to explain how the number of DUCs could provide a quick production response if oil prices continue to recover, and what prices we'd need to see in order for producers to resume adding new rigs.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

May 21, 202006:05

Episode 14: What China's Reopening Means for Fuels Demand

As the first country to implement a lockdown response to COVID-19, China’s reopening could be indicative of what other countries can expect of their own recovery. In this episode, ESAI Energy's expert on China, Yao Wu, breaks down China's "new normal" and how it will tie into a recovery for fuels demand.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

May 18, 202006:42

Episode 13: Re-Opening Economies and Crude Oil Markets

On this episode of Energy Analyst Talk, ESAI Energy Principal, Sarah Emerson, joins the program to discuss the phasing out of lockdowns and what recovering oil demand will mean for crude oil markets and prices.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

May 08, 202006:38

Episode 12: New LPG Market

Andrew Reed joins Energy Analyst Talk to explain how the coronavirus crisis has upended both LPG supply and demand, and led to a new framework for propane price formation.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

May 07, 202008:14

Episode 11: Refiners' Response to COVID-19

ESAI Energy refining expert, Chris Barber, joins Energy Analyst Talk to give an overview of how refiners are responding to the COVID-19 pandemic and how this response will shape recovery in refinery throughput and margins in the second half of 2020.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Apr 29, 202005:56

Episode 10: COVID-19 Impact on Oil Demand

ESAI Energy expert on global fuels, Linda Giesecke, joins Energy Analyst Talk to provide an overview of the impact COVID-19 has had on global oil demand, in particular transport fuels, as well as an outlook on its recovery through year end.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Apr 23, 202009:08

Episode 9: Russia's Role as a Crude Supplier

ESAI Energy Russian/Caspian crude expert, Andrew Reed, joins Energy Analyst Talk to discuss what the OPEC+ agreement means for Russian and Caspian producers, including the short-term implications for how Russia allocates exports between Asia and Europe.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Apr 21, 202007:20

Episode 8: OPEC+ Production Cut and Implied Global Stockbuild

With stay at home policies in place, this episode of Energy Analyst Talk (and those in the foreseeable future) is coming to you from our home "offices". This episode features ESAI Energy Principal, Sarah Emerson's insight on the impact of the OPEC+ production cuts on global inventories.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Logo Opener by Free Music | https://soundcloud.com/fm_freemusic

Music promoted by https://www.free-stock-music.com

Creative Commons Attribution 3.0 Unported License

https://creativecommons.org/licenses/by/3.0/deed.en_US

Apr 15, 202006:13

Episode 7: RFS Ruling on SRE Expansions

Recently, the 10th circuit court of appeals ruled on a case regarding the EPA's expansion of SREs. On this episode of Energy Analyst Talk, Chris Barber breaks down the court ruling, why it's important, and what could potentially be the next development in the contentious case of SREs.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Feb 20, 202004:50

Episode 6: Topsy Turvy World of NGLs

Andrew Reed joins Energy Analyst Talk to discuss updates in the natural gas liquids market, particularly in North America and Asia, and the impact the coronavirus has had on the North America/Asia dynamic in the LPG market.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Feb 06, 202009:16

Episode 5: Growth in Biodiesel and Renewable Diesel Production

Chris Barber joins Linda Giesecke on ESAI Energy's first episode of Energy Analyst Talk in 2020. In this episode, we discuss why biodiesel and renewable diesel production has grown in recent years, the differences between the two and their respective advantages, and factors that could contribute to continued growth in renewable diesel production.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Jan 17, 202005:33

Episode 4: US and China's Competing Petchem Waves

Yao Wu of ESAI Energy joins Energy Analyst Talk to discuss changes in the olefins markets, including both US and China, and the implications of these changes on the global olefin market and feedstock markets, as well as the topic of US shale oil exports.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Dec 12, 201906:54

Episode 3: Expectations for OPEC's December Meeting

In the third installment of Energy Analyst Talk, Sarah Emerson, ESAI Energy's Managing Principal, discusses what to expect for the upcoming OPEC meeting, how the Saudi Aramco IPO figures in to Saudi's production policy, and what it will take to lift prices back to $70 and whether or not that is likely.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Dec 03, 201907:26

Episode 2: The Growing LNG Market

In this episode of Energy Analyst Talk from ESAI Energy, we sit down with Chris Cote from ESAI Energy to discuss the growing LNG market and the impact of increased US LNG supply.

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Nov 19, 201907:14

Episode 1: Russian Strategy for OPEC+

In this episode of Energy Analyst Talk from ESAI Energy, we sit down with Andrew Reed who heads ESAI Energy's analysis of Russia and CIS to discuss Russia's strategy for the upcoming OPEC meeting in December. Topics covered include:

What leverage does Russia have in the OPEC+ meetings?
Where is Russia's spare capacity at today? In 90 days? A year?
Russia's motivation and goals for participating in OPEC+
Is there a bigger military role Russia can play in the region?
Expectations for December 5, 2019 OPEC+ meeting

Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com

Nov 19, 201908:14