Downstream Archives - Page 5 of 32

WTI is trading in the low-to-mid $90s this week and is more likely to test $93–$98 than to sustain a move above $100 unless there is a sharp new disruption.

September 7, 2026 Clark Savage100

Physical tightness, high product cracks, and China’s selective rebound in buying are supporting prices, but inventories, China’s still-subdued import volumes, and the existing backwardation already price in a good deal of risk. What the OilPrice article and related reporting show The Sept. 7 OilPrice piece (and the overlapping Bloomberg coverage it draws on) reports that […]

Labor Day Pain at the Pump across the U.S. The Top 10 Most Expensive Gas States vs. the Top 10 Most Affordable Gas States.

September 5, 2026 Clark Savage86

The Crude Truth about the Pain at the Pump ENB Pub Note: This article first ran on The Crude Truth Substack, and we recommend subscribing! Americans heading out for Labor Day weekend are paying the highest holiday-weekend gasoline prices on record. AAA’s national regular average closed Friday at $4.1474 a gallon — the first Labor Day […]

Pain at the pump may linger due to global refining capacity.

September 4, 2026September 4, 2026 Clark Savage119

Crude is still moving out of the U.S. Gulf Coast, but the bottleneck is no longer just barrels of oil. It is the world’s ability to turn those barrels into gasoline, diesel, and jet fuel—and to deliver the finished products where they are needed. Labor Day weekend is supposed to mark the seasonal turn lower […]

The Jones Act – Its Impact on Downstream with Colin Grabow, Cato Institute

September 3, 2026 Clark Savage92

This is a Joint Podcast with David Blackmon, and Stu Turley on both podcast platforms. The Jones Act: America’s Self-Inflicted Economic Wound In this episode of the Energy Newsbeat Podcast, hosts Stu Turley and David Blackmon sit down with Colin Grabow, Associate Director of the Cato Institute’s Herbert A. Stiefel Center for Trade Policy Studies, […]

Diesel Crack Spread Hits Record Highs as the Global Downstream Market Is Hit by Drones and Oil Shortages

September 3, 2026 Clark Savage213

The global diesel market is no longer just tight. It is rationing by price. This week the ICE gasoil crack — the difference between a barrel of crude and the diesel refined from it — hit a record $79 a barrel. In the United States, the diesel crack is trading well above $100 a barrel […]

UK refineries are being killed off by high carbon costs. How U.S. Blue States are following the same playbook

September 1, 2026 Clark Savage87

Britain’s downstream oil sector is shrinking in real time. Two refineries closed in 2025—Grangemouth in April and Lindsey in August—leaving only four operating sites: Fawley, Humber, Pembroke, and Stanlow. Liquid fuels still account for 47 percent of UK final energy consumption. There are no scalable near-term substitutes for diesel in freight, agriculture, and construction or […]

Energy Markets Seek a Balance – The Energy Realities Roundtable

August 31, 2026August 31, 2026 Clark Savage67

Dr. Tammy Nemeth leads the fun discussion with David Blackmon and Stu Turley In this episode of the Energy Realities Podcast, host Dr. Tammy Nemeth brings together energy industry veterans David Blackmon and Stu Turley for an in-depth roundtable discussion on the seismic shifts reshaping global energy markets. From a landmark Venezuelan oil deal that […]

California is handing control of its fuel supply to foreign refineries

August 31, 2026 Clark Savage72

ENB Pub Note: This article first ran on America Outloud by Ronald Stein and Mike Ariza. Both are great energy leaders and have been on the Energy News Beat Podcast. We highly recommend checking out America Outloud and subscribing. Because California’s transportation fuel market is isolated from the rest of the country, with no major […]

Global Diesel Shortage on the Horizon

August 31, 2026 Clark Savage135

If you think diesel prices will ease next year, Wall Street is not with you. On August 31, 2026, CoinBureau founder Nic Puckrin flagged Goldman Sachs for more than doubling its 2027 diesel-margin forecasts, arguing that refineries are being hit from every direction—Middle East strikes, Russian export bans, and winter demand—with diesel at the epicenter […]

President Trump to Meet With Key Oil Refiners Next Week

August 29, 2026August 29, 2026 Clark Savage154

President Donald Trump is scheduled to sit down Tuesday afternoon, September 1, with executives from at least 10 U.S. fuel makers and distributors. The agenda is straightforward and politically urgent: persistently high gasoline and diesel prices, what the industry can do about them, and how to expand domestic refining capacity. We hope he looks for […]

Category: Downstream

WTI is trading in the low-to-mid $90s this week and is more likely to test $93–$98 than to sustain a move above $100 unless there is a sharp new disruption.

Labor Day Pain at the Pump across the U.S. The Top 10 Most Expensive Gas States vs. the Top 10 Most Affordable Gas States.

Pain at the pump may linger due to global refining capacity.

The Jones Act – Its Impact on Downstream with Colin Grabow, Cato Institute

Diesel Crack Spread Hits Record Highs as the Global Downstream Market Is Hit by Drones and Oil Shortages

UK refineries are being killed off by high carbon costs. How U.S. Blue States are following the same playbook

Energy Markets Seek a Balance – The Energy Realities Roundtable

California is handing control of its fuel supply to foreign refineries

Global Diesel Shortage on the Horizon

President Trump to Meet With Key Oil Refiners Next Week

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