ESAI Energy publishes a monthly forecast of refining margins and trends in the refining industry in its Global Refining Outlook.
ESAI Energy LLC provides comprehensive analysis of the global, regional, and national petroleum and alternative fuels markets.
Analysis of geopolitical factors that shape energy markets and influence energy security decisions.
Analysis of all new trends impacting the supply and demand of petrochemicals
The U.S. Congress appears to have a spending bill that will lift the US crude export ban. We do not expect a significant net increase in exports for two years. In the meantime, crude will flow in and out of the country for quality balancing. If this legislation moves forward, U.S. oil producers will be free to
INTELLIGENCE BRIEFING: Despite some heated rhetoric by opponents as well as small hiccups such as Iran’s recent ballistic missile test, it appears that the nuclear agreement is on track to be implemented by the middle of the first quarter. Increased Iranian crude oil sales are likely to begin in the first quarter of 2016
China, the most populous country with an economy second only to the U.S, is indeed shifting gears. Economic growth has slowed significantly and increasing instability in the financial markets (the recent volatility in the stock market is an example) hints at structural problems that may have more profound
Benchmark Brent crude lands below $40 a barrel for first time since February 2009, pushing more gasoline under $2. ESAI Energy Principal Sarah Emerson speaks to TV News about finding under-$2-a-gallon gasoline.
The Plot Thickens in Syria
INTELLIGENCE BRIEFING: 11.30.15 Look for violence in Syria and Iraq to escalate in the coming weeks, but unless there are substantial and well-trained ground troops to hold ground that ISIS might abandon, an increased air campaign will not stabilize the region for long.
WSJ Feature–What Will the U.S. Energy Industry Look Like Over the Next Five Years?
Wall Street Journal: November 15, 2015
The Wall Street Journal reached out to three experts in energy and geopolitics: Amy Myers Jaffe, executive director of energy and sustainability at the University of California, Davis; Sarah Emerson, principal at ESAI Energy and president of Energy Security Analysis Inc.; and Meghan O’Sullivan…
Asia’s Propane Wall Asian propane imports will not grow fast enough to re-balance the global propane market by 2017, according to ESAI Energy’s recently published NGL Two-Year Outlook. The primary implication of “Asia’s propane wall” is that propane exporters in the U.S. and elsewhere will continue to confront weak fundamentals for that product. As a…