From the refinery gate to the end user, COVID-19 has disrupted the supply chain leaving us to ask "what now, what next?"
This webinar discusses how COVID-19 is impacting each segment in the downstream market. It also includes IHS Markit's analysis on the short-term outlook for U.S. refining product demand, margins and runs.
Presenters
Tom Kloza Global Head of Energy Analysis OPIS by IHS Markit |
Debnil Chowdhury Head of North America Refining IHS Markit |
Who Should Listen?
REFINERS
What will product demand look like in the short term and where will refinery utilization have to balance supply and demand?
WHOLESALERS
Prices are low for now but eventually will pivot higher - what then?
RETAILERS
While margins are at record highs, demand taking a hit is certain to damper fuel profits. Is this the new normal for retailers?
FLEETS
Diesel supplies can be affected by run cuts, but with delivery demand likely to be robust fleets need to be aware of potential price impacts.
TERMINAL OPERATORS
Terminal assets are suddenly more valued making storage space extremely desirable. How much will rates rise?
PIPELINES
How will refinery runs and full terminals impact pipeline operations?
TRADERS
Volatility in futures and spot markets is here to stay for the moment. Traders need to be prepared for the next price moves.
FINANCIAL INVESTORS
With assets bound to come on the market, which institutions are best positioned to pick them up?