Making Sense of Supply, Demand, Pricing Projections (PPT)

摘要

1 Export demand growth for US refined products drives US demand for crude - Diesel in the driver's seat - US prepares for more exports - US refiners advantaged 2 Changes in crude export patterns - Non-Canadian exports backed out of US - Crude switching still price sensitive 3 Limits to export demand growth - Building new refinery capacity; saving old capacity - Changing crude slate - US crude exports?