How might the value of hydrogen be distributed?
Published on
Thursday, November 16 2023
Authors: Harold "Skip" York
“When you get a different vantage point, it changes your…
Published on
Thursday, November 16 2023
Authors: Harold "Skip" York
“When you get a different vantage point, it changes your…
Published on
Thursday, September 28 2023
Authors: Harold "Skip" York
"Prepare your minds for a new scale of scientific values."…
Published on
Thursday, August 31 2023
Authors: Harold "Skip" York
"I don’t build in order to have clients. I have…
Published on
Monday, July 10 2023
Authors: Eamon Cullinane
In the last 18 months we have seen a staggering…
Published on
Wednesday, May 31 2023
Authors: John Mayes
Rebalancing product markets after startup of the Dangote Refinery. On…
Published on
Thursday, April 27 2023
Authors: Harld "Skip" York
Questions surrounding EPA's proposed CO2 vehicle standard I wonder if…
Published on
Wednesday, March 15 2023
Authors: Harold "Skip" York
The impact of net-zero goals on petroleum company equity prices…
Published on
Wednesday, February 22 2023
Authors: Cinda Lohmann and Philip Guillemette
On December 30, 2022, EPA proposed a novel regulatory structure…
Published on
Thursday, February 9 2023
Authors: Eamon Cullinane
The notion of cryptocurrency has come quite far in a…
Published on
Tuesday, January 31 2023
Authors: Cinda Lohmann
On December 1, 2022, the Environmental Protection Agency (EPA) released…
Published on
Thursday, January 26 2023
Authors: Harold "Skip" York
The challenge of balancing refinery yields with evolving product demand.…
Published on
Thursday, January 19 2023
Authors: Brian Graham
While U.S. refining has seen significant capacity reductions in recent…
Published on
Thursday, December 15 2022
Authors: Cinda Lohmann
On December 1st, the U.S. Environmental Protection Agency (EPA) released…
Published on
Tuesday, December 6 2022
Authors: Skip York
One month into the heating season it is already clear…
Published on
Thursday, December 1 2022
Authors: Cinda Lohmann
The California Air Resources Board (CARB) will vote on the…
Published on
Thursday, October 13 2022
Authors: Philip Guillemette
Last month, EPA posted updated technical guidance (EPA-420-B-22-041) on qualifying…
Published on
Thursday, September 1 2022
Authors: Eamon Cullinane
In the race for renewable diesel facilities to come online…
Published on
Monday, July 25 2022
Authors: Cinda Lohmann
With the recent posting of the 2022 Draft Scoping Plan,…
Published on
Monday, July 18 2022
Authors: Cinda Lohmann
The May 2022 Draft Scoping Plan, presented to the California…
Published on
Thursday, July 7 2022
Authors: John Mayes & Brian Graham
In our June 23 blog we mentioned that approximately…
Published on
Thursday, June 23 2022
Authors: John Mayes
Administration Calls for Increased Refinery Production are Ill-Informed On June…
Published on
Tuesday, May 17 2022
Authors: John Auers
There is no more love coming from or going to…
Published on
Tuesday, December 14 2021
Authors: Robert Auers and John Auers
We’re pretty sure the Alt Rock group, Linkin Park, wasn’t…
Published on
Wednesday, November 17 2021
Authors: Eamon Cullinane and Robert Auers
In this third installment of our blog series on how the oil…
Published on
Tuesday, October 26 2021
Authors: Robert Auers and John Auers
Part 2 – U.S. Independent Refiners In the first installment of our blog series on how the oil…
Published on
Tuesday, September 28 2021
Authors: Robert Auers and John Auers
Part 1 – Integrated Oil Company Strategies Back in 1970, when…
Published on
Thursday, July 8 2021
Authors: Philip Guillemette
On May 25, 2021, legislation was introduced both in the…
Published on
Tuesday, May 11 2021
Authors: Robert Auers
On May 7, 2021, Colonial Pipeline Company learned it was…
Published on
Tuesday, January 5 2021
Authors: Jonathan Leitch
We entered 2020 with the expectation of higher refining margins,…
Published on
Monday, December 21 2020
Authors: John Auers
As the COVID-19 pandemic continues to persist and impact our…
Published on
Tuesday, December 15 2020
Authors: John Mayes and John Auers
In the last ten years, refining capacity in Latin America…
Published on
Tuesday, December 8 2020
Authors: John Mayes and John Auers
For the global refining industry, 2020 has been an exceptionally…
Published on
Tuesday, December 1 2020
Authors: John Mayes and John Auers
Last week, we began a discussion of refining industry developments…
Published on
Tuesday, November 24 2020
Authors: John Mayes and John Auers
Last week, we discussed the wave of refinery closures that…
Published on
Tuesday, November 17 2020
Authors: John Mayes and John Auers
Around 500 B.C., the Greek philosopher Heraclitus stated, “The only…
Published on
Tuesday, November 10 2020
Authors: Dennis Sutton - PetroQual
The following Turning Point blog is provided by Dennis Sutton. …
Published on
Tuesday, November 3 2020
Authors: Elizabeth Hilbourn
On July 2, 2014, the EPA finalized amendments to the…
Published on
Tuesday, October 27 2020
Authors: Jonathan Leitch
In this blog post, we focus on the challenges facing…
Published on
Tuesday, October 20 2020
Authors: Guest - PLG Consulting
Today’s blog was written by PLG Consulting with input from…
Published on
Tuesday, October 13 2020
Authors: Eamon Cullinane
There are currently over 20 announced projects/expansions for renewable diesel…
Published on
Tuesday, October 6 2020
Authors: Robert Auers and John Auers
It seems that the petroleum industry just can’t catch a…
Published on
Tuesday, September 29 2020
Authors: Robert Auers and John Auers
“Take this Job and Shove It” was written by David…
Published on
Tuesday, September 22 2020
Authors: Eamon Cullinane
On Monday, September 14, the EPA announced it denied 54…
Published on
Tuesday, September 15 2020
Authors: Elizabeth Hilbourn
Both California and Oregon have had low carbon fuel programs…
Published on
Tuesday, September 8 2020
Authors: Robert Auers and John Auers
Last week, we looked primarily at our outlook for petroleum…
Published on
Tuesday, September 1 2020
Authors: Robert Auers and John Auers
Nearly three months ago, we published a blog entitled Part…
Published on
Tuesday, August 25 2020
Authors: Eamon Cullinane
In the wake of demand destruction as a result of…
Published on
Tuesday, August 18 2020
Authors: Eamon Cullinane and Robert Auers
The COVID-19 pandemic (and responsive government actions), together with the…
Published on
Tuesday, August 11 2020
Authors: Eamon Cullinane and Sam Davis
The COVID-19 pandemic has had a profound impact across the…
Published on
Tuesday, August 4 2020
Authors: Robert Auers and John Auers
By any measure, 2020 has not gone as planned for…
Published on
Tuesday, July 28 2020
Authors: Julia Tossetti and Elizabeth Hilbourn
The topic of renewable fuel feedstock always seems to generate…
Published on
Tuesday, July 21 2020
Authors: Cinda Lohmann
The Renewable Fuel Standard (RFS) was established by the Energy…
Published on
Tuesday, July 14 2020
Authors: Robert Auers and John Auers
It wasn’t long ago that Kelcy Warren (Chairman and CEO…
Published on
Tuesday, July 7 2020
Authors: Julia Tossetti, Elizabeth Hilbourn and Cinda Lohmann
Last week’s blog touched on the California Low Carbon Fuel…
Published on
Tuesday, June 30 2020
Authors: Julia Tossetti and Sam Davis
Despite the pandemic, interest in renewable fuels continues to grow. …
Published on
Tuesday, June 23 2020
Authors: Robert Auers
For the past two weeks, we have been discussing the…
Published on
Tuesday, June 16 2020
Authors: By Robert Auers and John Auers
Last week in this space, we provided our latest view…
Published on
Tuesday, June 9 2020
Authors: Robert Auers and John Auers
Six weeks ago, we published a blog entitled “Up Around…
Published on
Tuesday, June 2 2020
Authors: Sam Davis and John Auers
We continue our blog series from the past few weeks…
Published on
Tuesday, June 2 2020
Authors:
Memorial Day has traditionally come to signify the end of…
Published on
Tuesday, May 19 2020
Authors: Sam Davis and John Auers
In last week’s blog, we mentioned steps the integrated majors…
Published on
Tuesday, May 12 2020
Authors: Sam Davis and John Auers
The COVID-19 pandemic has had a profound impact not only…
Published on
Tuesday, May 5 2020
Authors: Eamon Cullinane and John Auers
In what was the most highly anticipated event to occur…
Published on
Tuesday, April 28 2020
Authors: By Robert Auers and John Auers
As refiners looked toward 2020, many had dreams of growing…
Published on
Tuesday, April 21 2020
Authors: John Auers and Robert Auers
Over the last two weeks, we have discussed how the…
Published on
Tuesday, April 14 2020
Authors: John Auers and Robert Auers
Last week, we began our series analyzing how the collapse…
Published on
Tuesday, April 7 2020
Authors: John Auers and Robert Auers
Last week, we discussed the challenges refiners are experiencing in…
Published on
Tuesday, March 31 2020
Authors: Robert Auers and John Auers
The drastic lockdown measures being employed to stop the spread…
Published on
Tuesday, March 24 2020
Authors: John Auers and Robert Auers
The COVID-19 pandemic and Saudi/Russia oil war has so dramatically…
Published on
Tuesday, March 17 2020
Authors: By Robert Auers and John Auers
The dramatic events of the last week and a half…
Published on
Tuesday, March 10 2020
Authors: Robert Auers
The past several years had already been a difficult period…
Published on
Tuesday, March 3 2020
Authors: Sam Davis and John Auers
Continuing pipeline constraints out of Western Canada and the ensuing…
Published on
Tuesday, February 25 2020
Authors: John Auers and Robert Auers
The early days of the new decade of the 2020s…
Published on
Tuesday, February 18 2020
Authors: Sam Davis and John Auers
Today, we continue our blog series reviewing highlights from the…
Published on
Tuesday, February 11 2020
Authors: Sam Davis and John Auers
As fourth quarter and full year 2019 earnings season draws…
Published on
Tuesday, February 4 2020
Authors: Sam Davis and John Auers
After a little more than a year into his presidency,…
Published on
Tuesday, January 28 2020
Authors: Eamon Cullinane and John Auers
Leading up to IMO 2020 just about everyone predicted that…
Published on
Tuesday, January 21 2020
Authors: Eamon Cullinane
IMO 2020 is finally here and the shift to low…
Published on
Tuesday, January 14 2020
Authors: Sam Davis and John Auers
2020 is shaping up to be another year of volatility…
Published on
Monday, January 6 2020
Authors: George Hoekstra, Hoekstra Trading LLC – Guest Writer
Mr. Hoekstra is a 45-year veteran of the petroleum industry,…
Published on
Monday, December 30 2019
Authors: Robert Auers and John Auers
As we say goodbye to 2019 for the last time…
Published on
Monday, December 23 2019
Authors: John R. Auers
With uncertainties and challenges looming in all corners of our…
Published on
Tuesday, December 17 2019
Authors: Eamon Cullinane
We’ve written a lot about the market implications of the…
Published on
Tuesday, December 10 2019
Authors: By Robert Auers and John Auers
On the heels of last week’s OPEC+ meeting and the…
Published on
Tuesday, December 3 2019
Authors: Robert Auers and John Auers
Listening to the old Manfred Mann tune (actually written and…
Published on
Tuesday, November 26 2019
Authors: John Auers
As I was enjoying another college football Saturday this weekend,…
Published on
Tuesday, November 19 2019
Authors: John Mayes and John Auers
For a number of reasons, we thought the early 70’s…
Published on
Tuesday, November 12 2019
Authors: Eamon Cullinane
OPEC released its 2019 World Oil Outlook last Tuesday (November…
Published on
Monday, November 4 2019
Authors: Eamon Cullinane
Now available by subscription is the IMO 2020 Tracker Tool…
Published on
Tuesday, October 29 2019
Authors: Ed Koshka and John Auers
Perhaps following the advice of their iconic rock band, Bachman…
Published on
Tuesday, October 22 2019
Authors: John Auers and Robert Auers
A couple of weeks ago, I was a panelist at…
Published on
Tuesday, October 15 2019
Authors: Brian Milne
By: Brian Milne, Editor and Product Manager with DTN, an…
Published on
Tuesday, October 8 2019
Authors: Ed Koshka
These are Interesting times in the Canadian Oil sector. It…
Published on
Tuesday, October 1 2019
Authors: Cinda Lohmann and Julia Tossetti
For the past several years, discussion regarding the Renewable Fuel…
Published on
Tuesday, September 24 2019
Authors: Eamon Cullinane
On September 14, the Abqaiq processing center and the Khurais…
Published on
Tuesday, September 17 2019
Authors: John Mayes
Turner, Mason & Company will issue its latest edition of…
Published on
Tuesday, September 10 2019
Authors: Eamon Cullinane and John Auers
The move to low sulfur bunker fuel coming in 2020…
Published on
Tuesday, September 3 2019
Authors: Eamon Cullinane and John Auers
We certainly hope everyone had an enjoyable and relaxing Labor…
Published on
Tuesday, August 27 2019
Authors: Sam Davis and Robert Auers
Pipeline project developments in Western Canada and the Permian continue…
Published on
Tuesday, August 20 2019
Authors: John Auers
The 1971 catchy tune “Signs,” by the otherwise forgettable Canadian…
Published on
Tuesday, August 13 2019
Authors: Sam Davis and Ed Koshka
All eyes continue to be on Canada as the main…
Published on
Tuesday, August 6 2019
Authors: John Auers and Beth Hilbourn
The past few years have truly been eventful ones for…
Published on
Tuesday, July 30 2019
Authors: Cinda Lohmann, Julia Tossetti and John Auers
Just like ethanol blending in general, E15 (gasoline containing 15%…
Published on
Tuesday, July 23 2019
Authors: Elizabeth Hilbourn and John Auers
The Proposed 2020 RFS and 2021 biomass-based diesel RFS was…
Published on
Tuesday, July 16 2019
Authors: Dennis Sutton
This Turning Point blog is provided by Dennis Sutton. Following…
Published on
Tuesday, July 9 2019
Authors: Sam Davis
The IMO Marine Environment Protection Committee (MEPC) held its 74th…
Published on
Tuesday, July 2 2019
Authors: John Auers
The classic track from The Who’s Tommy, “I’m Free,” certainly…
Published on
Tuesday, June 25 2019
Authors: John Auers and Robert Auers
Most of the news out of the Latin American downstream…
Published on
Monday, June 17 2019
Authors: Sam Davis
With only six months into his presidency, AMLO’s impact on…
Published on
Monday, June 10 2019
Authors: George Hoekstra
Written by: George Hoekstra, guest writer Mr. Hoekstra retired from…
Published on
Tuesday, June 4 2019
Authors: Robert Auers
North American midstream investments are trying to keep pace with…
Published on
Tuesday, May 28 2019
Authors: Sam Davis
We continue our blog series reviewing highlights from the Q1…
Published on
Thursday, May 23 2019
Authors: John Auers
“It is foolish and wrong to mourn the men who…
Published on
Monday, May 20 2019
Authors: Sam Davis
We continue with our blog series reviewing highlights from the…
Published on
Monday, May 13 2019
Authors: Sam Davis
As Q1 2019 earnings season draws to a close, we…
Published on
Tuesday, May 7 2019
Authors: Robert Auers and John Auers
Robert Earl Keen is one of our favorite Texas musicians…
Published on
Tuesday, April 30 2019
Authors: Robert Auers and John Auers
As the struggle to build much-needed pipeline capacity from Alberta…
Published on
Tuesday, April 23 2019
Authors: Robert Auers and John Auers
In many ways, the evolution and chart success of the…
Published on
Tuesday, April 16 2019
Authors: John Mayes and John Auers
There has been a lot of discussion in recent weeks…
Published on
Tuesday, April 9 2019
Authors: Robert Auers and John Auers
The “electric vehicle” (EV) revolution has certainly been much promoted…
Published on
Tuesday, April 2 2019
Authors: Dan Cronin and John Auers
“Crazy Train” is an all-time heavy metal classic rock song…
Published on
Tuesday, March 26 2019
Authors: Dan Cronin and John Auers
“Your Time is Gonna Come” is a Led Zeppelin classic…
Published on
Monday, March 4 2019
Authors: Dan Cronin and John Auers
By Dan Cronin and John Auers “We Shall Overcome” is…
Published on
Tuesday, March 19 2019
Authors: Dan Cronin and John Auers
By: Dan Cronin and John Auers After an extremely cold…
Published on
Monday, March 11 2019
Authors: Dan Cronin and John Auers
By Dan Cronin and John Auers A good case can…
Published on
Monday, February 25 2019
Authors: Dan Cronin and John Auers
“The Producers” is a 1967 satirical film written and directed…
Published on
Tuesday, February 19 2019
Authors: Dan Cronin and John Auers
The song, “Let’s go to the Pub” by Bowling for…
Published on
Monday, February 11 2019
Authors: Sam Davis and Guillermo Suarez
Mexico’s refining system has been on a steady decline for…
Published on
Monday, February 4 2019
Authors: Sam Davis
In this edition of the blog, we feature announcements made…
Published on
Monday, January 28 2019
Authors: Markus Auers and Beth Hilbourn
While the U.S. federal government shutdown consumed much of the…