Category: Uncategorized

New Product Launch: Assessment of Mexico’s downstream reform opportunity under AMLO

Turner, Mason & Company is pleased to announce the upcoming launch of a new offering dedicated to the assessment of Mexico’s evolving downstream reform under new President Andres Manuel Lopez Obrador (AMLO) who was sworn in on December 1, 2018.

Key Risks Facing U.S. Refiners in 2019

2019 is shaping up to be a year of volatility for the downstream industry as crude prices, product demand, and export markets are all expected to make headlines as the industry marches towards IMO low sulfur regulations set for Jan

Papa Panov’s Special Christmas

Author – Leo Tolstoy With crude and product prices tumbling (not to mention stock valuations), it’s certainly been a rough last few weeks for many of you.  As political uncertainty, trade tensions, interest rate worries, and fears of recession all

Hot, Hot, Hot – Caribbean Refinery Developments

Authors: Robert Auers and John Auers The classic reggae tune “Hot, Hot, Hot” brings to mind many thoughts – partying on the beach, sipping tropical cocktails, even Michael Scott strumming on a souvenir steel drum (for you “Office” fans).  One

“Roll with the Changes” – Europe’s Changing Views on Diesel – Update

By Brian Mason and John Auers In a blog last year, “Roll with the Changes” – Europe’s Changing Views on Diesel,” we discussed how European consumers have fallen out of love with diesel and are beginning to flirt with a

“Walking on Broken Glass” – EPA rides the course setting the 2019 renewable fuel standard

By Beth Hilbourn and John Auers Little did she know it, but in 1992, Scottish singer Annie Lennox set the EPA’s course with the renewable fuel standard when she released the song, “Walking on Broken Glass.”  The EPA has had

On Hold – Petrobras Refinery Sales Await New Government

Author: Sam Davis As we await the sale of the Petrobras refinery in Pasadena, Texas, which was put on the market in February this year, we turn our attention back to Brazil and the plans the company has to revive

Let the Good Times Roll – Part 3

Authors: Brian Mason and John Auers Over the past couple of weeks, we’ve discussed the good news from refiners that have been coming out of earnings calls from both U.S. independents and integrated majors.  This week, as we continue our

Let the Good Times Roll-Part 2

Authors: Brian Mason & Robert Auers This week, we will review the earnings calls for the Integrated Majors operating in the U.S. as a follow-up to last week’s blog which covered independent refiners. While the Integrated Majors reported strong results

Let the Good Times Roll

Independent refiners take advantage of crude bottlenecks; see bright future from IMO opportunities Author: Sam Davis Earnings season has kicked off with a bang as U.S. Independent refiners posted strong quarterly results driven by logistically related crude discounts and high