Markant økt eksport av petroliumsprodukter fra USA.

by 254blogg

I forrige uke var jeg på et times foredrag om det internasjonale oljemarkedet. Særlig satt jeg pris på hva som ble sagt om produksjonssiden, og raffineriene spesielt.

Utgangspunktet er USA, og la oss bare slå en ting fast: Landet er fortsatt en massiv importør av olje på fat.

Men det er produktene amerikanske raffinerier produserer som har blitt eksportert i økende grad.
Figure 1 pxlr
Grafen er det Blake Clayton energianalytiker ved Council of Foreign Relations, som har laget. Han skriver også at sist USA var netto eksportør av raffinert bensin var i 1959. Spørsmålet er hvorfor er de det nå?

Where has the oil been going? Mexico and Brazil have become two major customers, among others (Figure 3). As of November 2011, net exports of petroleum products to Mexico had risen to nearly 600 kb/d, a record level, while the net flow to Brazil was a volatile 137 kb/d.

First, North American oil production gains have reduced the country’s reliance on imported oil—not just products, but crude as well—as more oil came from Canadian and U.S. sources.

Second, economic growth in Central and South America that outpaces that of the United States is leading to quicker fuel consumption growth in these markets, which is pulling additional volumes south of the border.

Third, geographic proximity and highly efficient refining capacity in the Gulf of Mexico means that growing oil streams, from Canadian heavy to U.S. unconventional, are being sent to the Gulf, from which refined products are then sent outward.

Fourth, U.S. law mandating the use of ethanol as a gasoline additive has reduced domestic demand for conventional gasoline and boosted supply.

Clayton disaggregerer petroliumsprodukter i posten.

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