Stratas Advisors

05/01/2021

#Oil products account for 9.8 quads of #energy demand growth (about 5.7 million bbl/d in volume terms) in #China and #India combined, or approximately one-third of their collective primary energy demand increase by 2030.

As with primary energy, China's oil product demand growth exceeds India's by close to a 2-to-1 ratio, though the latter sees a significantly higher growth rate.

Saudi Arabia follows India at a distant 3rd, with 670 thousand bbl/d of demand growth, comprised primarily of gasoil, ethane, and other light products.

The US and #Japan lead the largest declines, followed by three of the 5 largest European markets.

Read more: https://bit.ly/392Gigr

#naturalgas #electricity #diesel #europe #stratasinsights

05/01/2021

OPEC+ Remains in Place -- For Now http://bit.ly/3hHswnC

#oilandgas #opec #oilproduction

05/01/2021

Top Movers in #Energy Demand: 2019-2030 http://bit.ly/392Gigr

Review of the largest growths/declines in energy demand—assessing both primary and secondary energies—by country from 2019 to 2030, including a breakdown of anticipated change in road fuels consumed by different #vehicle categories.

#transportation #oilandgas #downstream #automotive #demand #stratasinsights

05/01/2021

Read the report: https://bit.ly/358bWbu

This weekly report is an excerpt from our Short-Term Outlook service #analysis, which covers a period of eight quarters and provides monthly forecasts for #crudeoil, #naturalgas, #NGL, refined products, base #petrochemicals and #biofuels.

Contact John Paisie at +1-832-517-7544 for the detailed analysis or for more information about the Short Term Outlook.

#oilandgas #energy #consulting

04/01/2021

Careers at Stratas Advisors LLC

We are immediately seeking an #analyst for our Global Automotive team in the Transportation and Demand practice with strong #Python ability, great internet research skills, and a team-first orientation. Does this sound like you? Contact us.

#careers #consulting #energyindustry #oilandgas #transportation

Find your next great career opportunity at Stratas Advisors LLC

04/01/2021

The price of Brent crude oil closed last week at $51.80, which was up slightly from the previous week’s close of $51.29.

The price movement aligned with our expectations that #oil prices would hold up – even with the ongoing concerns about #COVID19 and the impact on oil #demand.

These concerns were outweighed by the passage of another stimulus/recovery package that was signed by President Trump on Sunday, December 27, 2020.

The price of WTI closed the week at $48.52 after closing the prior week at $48.30

Go to the outlook: http://bit.ly/358bWbu

#geopolitics #economy #supply #refinery #trading #oilandgas #stratasinsights

29/12/2020

Around the world, governments are implementing policies to increase environmental sensibility at all points in the energy and transportation value chain.

How those policies are implemented will affect any meaningful outcomes.

Our service -- Policy Assessment & Ratings - Energy, Transportation, and Environment -- provides ratings for each element and overall scores for countries around the world, based on policy initiatives and follow-through in four key areas:

1) alternative vehicles,
2) low carbon fuels,
3) fuel specifications, and
4) greenhouse gas emissions

... and the data to support it, both in policy aspects and quantitative outcomes.

Contact us for a demo! https://bit.ly/2Uaorxn

28/12/2020

As we expected, the price of Brent crude oil closed the week lower than the previous week. The price of Brent crude oil closed at $51.29 after closing the prior week at $52.26, which was the first weekly decline since the beginning of November.

The negative news about #COVID19 outweighed the optimism associated with the vaccines.

The price of WTI also declined with the price of WTI closing the week at $48.30 after closing the prior week at $49.10.

Read the report: http://bit.ly/3nVQDkK

#oilandgas #geopolitics #supply #demand #economy #refinery #trading #stratasinsights

28/12/2020

¿Qué factores debe de tomar usted en cuenta para la comercializacion de su crudo en el largo plazo?

Regístrese pronto, el espacio es limitado! https://bit.ly/3a7bKfX

#petroleo #crudo #gasolina #diesel #biocombustibles #renovables #transiciónenergética #pemex #webinar #stratasadvisors

23/12/2020

From all of us, to all of you... Happy Holidays!

https://stratasadvisors.com/

#renewableenergy #oilandgas #transportation #upstream #midstream #downstream #africa #asiapacific #europe #latinamerica #middleeast #northamerica

21/12/2020

The price of crude oil moved upward again last week with Brent crude closing the week at $52.26 after closing the previous week at $49.97.

Since falling to $19.33 on April 21, the price of Brent crude has recovered significantly, but still remains well below $66.00, which was the price of Brent crude on January 1, 2020.

The price of WTI also increased during the week and closed at $49.10 after closing the prior week at $46.57.

Read more: http://bit.ly/3nQEw8k

#oilandgas #economy #geopolitics #supply #demand #trading #refinery #covid19 #stratasinsights

19/12/2020

!Regístrese! Tenemos unos invitados de lujo, que nos acompañarán para discutir los temas más relevantes en la perspectiva de largo plazo para el sector de hidrocarburos. https://bit.ly/3a7bKfX

Global Energy México
Oleum Servicios y Dictaminación Técnica, S.A. de C.V.
Onexpo Nacional A. C.

#oilandgas #webinar #petrochemicals #renewableenergy #transportation #refinery #covid19

16/12/2020

Brazilian bank, Itaú, recently completed a survey of Brazilian #sugarcane representing 59% of the industry and found that eight companies are heavily indebted and at risk of ceasing normal operations in 2021.

However, the rest of the report was largely positive and upgraded the outlooks for most of the surveyed companies. The report also highlighted an increase in investment spending by 24.3% YoY from the surveyed companies, reaching a seven-year high.

The industry benefited from a recovery in prices and #demand levels, in addition to new fundraising opportunities allowing for investment and deleveraging.

Read more: http://bit.ly/3r0wqvZ

#renewableenergy #biofuels #brazil #oilandgasindustry #alternativefuels #stratasinsights

15/12/2020

Brazilian Ethanol Industry Investment Up 24% as Higher Prices Help Recovery http://bit.ly/3r0wqvZ

#Brazil #ethanol #renewableenergy #investment #sugarcane #renovabio #investing #stratasinsights

15/12/2020

El webinar describirá la evolucion del mercado petrolero durante el resto de la pandemia y hacia el largo plazo.

Describiremos los principales cambios en el sector de petroleo crudo y productos refinados asi como las implicaciones para la industria y qué acciones tomar para mitigar los efectos e identificar oportunidades.

!Regístrese! https://bit.ly/3a7bKfX

Un gran esfuerzo conjunto con:
Onexpo Nacional A. C.
Global Energy México
Oleum Servicios y Dictaminación Técnica, S.A. de C.V.

#covid19 #oilandgas #petroleo #crudo #gasolina #diesel #biocombustibles #renovables #transiciónenergética #pemex

14/12/2020

The price of Brent crude broke through $50 last Thursday when it reached $50.25.

This was the first time in some nine months that it reached this level. It then pulled backed on Friday to close the week $49.97.

The price of WTI crude reached $46.78 before closing the week at $46.57.

Read about it in this week's outlook: https://bit.ly/3mhvUGt

#brent #wti #oilandgas #economy #refining #trading #supply #demand #geopolitics #stratasinsights

09/12/2020

The Bone Spring and Wolfcamp plays of the Delaware Basin are gradually recovering in terms of both well activity and production output as oil prices recover and E&P operators shift their focus to premium assets for better return on capital investments.

Delaware Basin Update Q4: https://bit.ly/2IvK7Sa

#shale #delawarebasin #oilprice #upstream #oilandgas #enhancedshaleservice #stratasinsights

09/12/2020

BBTC MENA & ME-CAT VIRTUAL 2020 | LinkedIn

You can still participate in our expert panel discussion at #BBTCMECATVirtual2020 - POST-IMO 2020 starts at 13:50 GST.
https://www.linkedin.com/events/bbtcmena-me-catvirtual2020/

Under the Patronage of H.E. Shaikh Mohammed bin Khalifa bin Ahmed Al Khalifa, Minister of Oil, Kingdom of Bahrain with support from NOGA and Bapco, we are excited to announce that 𝗕𝗕𝗧𝗖 𝗠𝗘𝗡𝗔 and 𝗠𝗘-𝗖𝗔𝗧 𝟮𝟬𝟮𝟬 - Bottom of the Barrel & Catalyst Technolog...

08/12/2020

An exclusive members-only #webinar from our experts that will put you on track with #diesel quality policy changes globally. https://stratasadvisors.com/member/events-and-webinars/2020/12092020-diesel-quality

Learn about membership options for Global Fuel Specifications https://bit.ly/2NL8fPQ

#fuel #emissions #efficiency #oilandgas #stratasevents

08/12/2020

While experience with working-from-home arrangements under the #pandemic has been generally positive for many companies around the world, a strong return to the office environment is possible as a result of #pandemicfatigue and #labormarket competition under strained #economic conditions.

Stratas Advisors has analyzed the likely magnitude and geographic distribution of COVID-19-compelled work-from-home (WFH) trends in the medium- and long-term under multiple scenarios in this report... https://bit.ly/2LeY5ZH

#covid19 #oilandgas #refinery #analysis #stratasinsights

07/12/2020

Different Strokes - Russian Leadership Takes Over OPEC’s Strategy

On Thursday, we alerted you that OPEC+ arrived at a decision to increase output by 500,000 b/d in January.

In this week's oil price outlook, we describe how the options on the table clashed and what this could imply for cohesion in OPEC+ moving forward.

Read more: https://bit.ly/3qDjT1u

#oilandgas #economy #supply #demand #refining #geopolitics #trading #stratasinsights

04/12/2020

Find us at the virtual #MiddleEast Bottom of the Barrel and #Catalyst Technology #Conference during the day 2 panel discussion on December 9... https://europetro.com/event/355

#marine #bunkerfuel #transport #oilandgas

03/12/2020

OPEC+ arrived at a decision today to increase output by 500,000 b/d in January.

The decision is a compromise between those members that wanted to increase output by the previously agreed 2.0 million b/d and those members that wanted to delay any increases by 3 months.

Even though a decision to delay an output increase was not reached -- the market has been relatively muted, in part, because of the following reasons:

• Surprising #US jobless claims reports, which declined steeply after increases in the prior two weeks
• Significant drawdown in US crude inventories, as reported by #EIA on Wednesday
• Continuous weakness in the US #dollar
• Bullish sentiment associated with the #equity markets

It is also a positive sign that some sort of agreement was reached by OPEC+. Regardless, the #oil market remains fragile, considering the #demand uncertainties stemming from #COVID19.

********
Learn about our Short-Term Outlook: https://bit.ly/35V8yBm

#oilandgas #economy #refinery #traders #stratasinsights

03/12/2020

While EVs are steadily becoming more cost-competitive with conventional vehicles, the total net cost of converting entire light duty vehicle fleets to #EV remains extremely high, especially when taking into account the expected lifespan limits of EV #batteries and the heavier classes of #vehicles that need to be replaced.

Across markets, moderate variations in typical light-duty vehicle usage, fuel #economy, and EV costs can result in a wide range of incremental #greenhouse gas reduction #cost levels for road sector tailpipe emissions.

Proper accounting of these factors can help identify countries and markets where investment in #electrification will provide the greatest returns in GHG emissions reduction from the road sector.

Read the report: https://bit.ly/3lwpbbe

#renewableenergy #transportation #stratasinsights

02/12/2020

This report examines key developments in off-road #diesel quality and vehicle #emissions. It primarily focuses on issues regarding sulfur and FAME because of the legislative and #regulatory developments occurring globally for these two parameters.

Of the two, #sulfurreduction is the more dominant issue being considered by governments and stakeholders globally.

Notably, other properties such as lubricity and #coldflow are important in determining off-road diesel quality and influencing the composition of emissions, but there is no legislative or regulatory activity for these at this time.

Read the report: https://bit.ly/33EjDW1

#oilandgas #fuel #energyindustry #asiapacific #stratasinsights

01/12/2020

Here is a round up of our recent industry insights...

Global Overview & Outlook of Off-Road Diesel Quality, Vehicle Emissions & Fuel Efficiency http://stratasadvisors.com/insights/2020/11302020-global-off-road-diesel-quality-outlook

Oil Prices Rebound to New Levels https://stratasadvisors.com/Weekly-Oil-Price/113020-WAOP

US Tight Oil Producers Update http://stratasadvisors.com/insights/2020/11232020-us-tight-oil-producers-update

Long-Term WFH Impacts of COVID-19 on Fuel Demand Likely to Be Mild, But Will Add to OECD Refiners’ Misery http://stratasadvisors.com/insights/2020/12012020-wfh-demand-impact

Future of Renewable and Low-Carbon Hydrogen in Europe
http://stratasadvisors.com/insights/2020/111620-future-of-renewable-and-low-carbon-hydrogen-in-europe

Bioplastics Supply to See Significant Growth as New Varieties Near Commercial Production http://stratasadvisors.com/insights/2020/11122020-bioplastics

US Biofuel Volumes Could Increase Substantially under Biden Administration & Aggressive Decarbonization Push http://stratasadvisors.com/insights/2020/11012020-us-election-biofuels

#oilandgas #energyindustry #renewableenergy #diesel #covid #refinery #shale #stratasinsights

01/12/2020

Great optimism for #hydrogen in #Europe is undeniable. It is also justified.

The word hydrogen, as one of the pathways in the upcoming decades of #decarbonization, is more and more often repeated in #EU policies and #strategies, as well as addressed in funding schemes.

This is not surprising, given the current context of the #COVID19 crisis, where #investments in green technologies are key to boost growth and job creation.

Read more in this report from our Global Hydrogen Service: https://bit.ly/3mnRV7r

#greenenergy #renewableenergy #stratasinsights

30/11/2020

Oil Prices Rebound to New Levels: At the end of last week, oil prices reached the highest level since early March of this year... https://bit.ly/2JmLYcn

Our What's Affecting Oil Prices weekly outlook dives into 6 key drivers affecting the price of oil.

#supply #refining #demand #economy #geopolitics #trading #oilandgas #stratasinsights

24/11/2020

This special report from our Enhanced #Shale Service covers 8 top tight oil producers which focus #drilling and #development mainly in the #Permian Basin, #EagleFord, Bakken, SCOOP, STACK and Rocky Mountain Area.

These 8 operators are EOG Resources, Ovintiv, Pioneer Natural Resources, Marathon Oil, Concho Resources, Diamondback Energy, Devon Energy and Continental Resources.

Read the Report: https://bit.ly/360XTFy
Go to Enhanced Shale: https://bit.ly/33v1OZF

#exploration #production #hydrocarbons #oilandgas #stratasinsights

23/11/2020

It's not too late to join Stratas Advisors and other industry experts at this virtual event on Wednesday, November 25.
Learn more and register here: https://bit.ly/36RYN6d

#ENAEP2020 #oilandgas #petroleum #zoom #ecuador #stratasadvisors

23/11/2020

A new phase for oil market recovery started over the last two weeks, with the announcement of #COVID-19 vaccines awaiting approval so they can be produced and distributed.

In this week’s outlook, we explain how global #markets will evolve during 2021 and 2022 and what it will mean for prices.

Read about it: https://bit.ly/2HtpKET

#oilandgas #geopolitics #supply #economy #trading #coronavirus #stratasinsights

19/11/2020

Join us Wednesday, November 25, as we participate in ENAEP 2020 presented by Seminarium Ecuador. https://bit.ly/36RYN6d

#petroleum #oilandgas #refinery #hydrocarbons #markets #webinar

16/11/2020

There are three additional variables impacting #oil markets over the next three months, which are not typical for this time of the year, adding volatility for oil #markets.

See this week's What is Affecting Oil Prices outlook to understand the important impacts of these variables. https://stratasadvisors.com/Weekly-Oil-Price/111620-WAOP

#oilandgas #refinery #economy #supply #demand #trading #geopolitics #stratasinsights

13/11/2020

Although it currently represents only about one percent of the global plastics market, #bioplastics are increasingly in the spotlight as companies invest in this fast-growing market.

Just like is the case for conventional plastics, bioplastics is a catch-all term for a wide range of #polymers, produced from various #feedstocks, with different properties and different uses.

Read more: https://bit.ly/2UiVIGJ

#renewables #oilandgas #analysis #stratasinsights