BOSTON, MA, August 23, 2017 Shale Producers Drop Rigs and Add Hedges Despite a slowdown in the number of rigs being added in the shale basins, output targets will be met or exceeded as producers are adding to their hedged positions, according to ESAI Energy’s recently released North America Watch. Total 2017 shale output will…
Ship & Bunker August 18, 2017
ESAI Energy Analyst, Chris Cote says the new IMO regulation “will turn the bunker fuel oil market on its head in 2020.”
International Marine Organization’s (IMO) sulfur content cap on bunker fuels, will destroy fuel oil demand
BOSTON, MA, August 18, 2017 International Marine Organization’s (IMO) sulfur content cap on bunker fuels, will destroy fuel oil demand In its recent five-year outlook on petroleum products, ESAI Energy examines the implementation of the International Marine Organization’s (IMO) 0.5 percent sulfur content cap on bunker fuels, which is slated to take effect globally in…
World Oil August 16, 2017
ESAI Energy Analyst, Ian Page points out that “alternative vehicles will not have a major impact on global gasoline demand until after 2022.”
Oil & Gas Journal August 14, 2017
In its recent Five-Year Outlook, ESAI Energy points out that the call on Organization of Petroleum Exporting Countries crude will remain under tremendous pressure over the next 5 years.
Oil & Gas Journal July 19, 2017
“Although we see that the USGC surplus could rise to 2 million b/d next year, its disposition is unclear,” said Elisabeth Murphy, an ESAI Energy analyst. “Lower prices will adversely impact the rate of growth coming from shale production.”
Oil & Gas Journal June 21, 2017
Elisabeth Murphy of ESAI said, “Although the pace of growth is expected to slow next year, US shale production is forecast to be about 500,000 b/d higher in 2018 than 2017, still very impressive growth.”
World Pipelines May 24, 2017
Elisabeth Murphy, analyst at ESAI Energy, points out that “until oil prices get closer to US$60 producers will continue to target the Bakken core where well performance is very high.
Bloomberg May 18, 2017
“The producers will have to work hard this summer to temper the surplus in the first quarter,” Sarah Emerson, managing director of ESAI Energy in Wakefield, Massachusetts, said …
World Oil: April 25, 2017
Elisabeth Murphy, analyst at ESAI Energy, explains, “the price discount at Midland will ease as more crude makes its way to the U.S. Gulf Coast.
Reuters: April 19, 2017
“At this point, there are no good reasons to rail crude to the East Coast,” said Sarah Emerson, a managing principal at ESAI Energy LLC, a consultancy.
North American Shale Magazine: April 12, 2017
Sarah Emerson, president of Energy Security Analysis Inc. (ESAI) located in Wakefield, Massachusetts, presented a paper entitled “U.S. Shale is Back and the Crude Migration to the East Resumes.”
Bloomberg : April 11, 2017
“There’s a lot we don’t know,” Chris Cote, an analyst at ESAI Energy in Wakefield, Massachusetts. “What we can see is that oil infrastructure is in a very poor state.”
ESAI Energy announced today the launch of its new proprietary client-only website. The new ESAI Energy Clarity™ Platform offers a user-friendly interface and search-oriented site where all written analysis, insights, data and forecasts are stored and served up for clients.
Natural Gas Intelligence : March 8, 2017
U.S. refineries had product surpluses of 700,000-750,000 b/d in 2014 and 2015, and their need for more crude will stay restrained because they are only draining part of the glut by pumping out 100,000-300,000 b/d less than they sell in 2016 and 2017, Emerson said.