Recent news that Philadelphia Energy Solutions is shopping its refinery is a harbinger of a more difficult operating environment for large East Coast refiners. A loss of their recent feedstock price advantage linked to discounted mid-continent crude oil and the expected weakening….
ESAI Energy forecasts global oil demand to grow by 1.3 million b/d and non-OPEC supplies to rise by only 200,000 b/d in 2017. This means that there is finally room to absorb “too” high OPEC crude production…
CNN Money : Nov 10, 2016
“Right off the bat I believe he will roll back things like the Clean Power Plan,” said Sarah Emerson, president of Energy Security Analysis, referring to an initiative launched by….
Reuters : Nov 10, 2016
“They remain the most vulnerable,” said Sarah Emerson, managing principal at ESAI Energy LLC. “The real question is who closes first and why?”
MarketWatch : Nov 10, 2016
Trump’s election as president “subtly shifts the balance of power in the oil market,” analysts at Esai Energy LLC said in a note Wednesday.
profit taxes …
OilVoice : Nov 10, 2016
It is ESAI Energy’s view that the election of Mr. Trump subtly shifts the balance of power in the oil market. A Trump presidency that is pro‐business will encourage oil development, permit pipelines, reduce corporate
profit taxes …
Bloomberg: Nov 6, 2016
“I still think they can make a deal because they know the alternative of abject failure will have a significant price impact,” said Sarah Emerson, managing director of ESAI Energy Inc., a consulting company in Wakefield, Massachusetts.