Иначе и цената на нафтата упорно паѓа иако ОПЕК+ ја намали испораката пред две недели.
Знаете зошто е тоа така?
Нафтата се држи околу 90 и покрај ослободувањето на 15 мил барели од стратешките резерви на САД
Forget Oil, The Real Crisis Is Diesel Inventories: The US Has Just 25 Days Left
For all the drama surrounding Biden's latest Strategic Petroleum Reserve fiasco and his admin's ridiculous idea to "stimulate" US energy producers to pump more oil because, you see, Biden promises to buy oil at some unknown point in the future (he may or may not, but
right now he is certainly draining a million barrels of
emergency US energy lifeblood just to buy a few midterm votes, assuring energy producers have
zero incentive to produce more), the real crisis is not oil or gas,
but diesel.
The problem is that as we repeatedly warned over the summer, even as others were transfixed by the moves in gas, see:
... the crisis gripping the US diesel market is getting out of hand, as demand is surging while
supplies remain at the lowest seasonal level for this time of year ever, according to government data released Wednesday.
According to the EIA, the US now has
just 25 days of diesel supply, the lowest since 2008; and while inventories are record low, the four-week rolling average of distillates supplied - a proxy for demand -
rose to its highest seasonal level since 2007.
In short,
record low supply (courtesy of stifling regulations that have led to a historic shortage of refining capacity) meet record high demand. What comes next is, well, ugly (while weekly demand dipped slightly in the latest week, it’s still at highest point in two years amid higher trucking, farming and heating use).
The shortage of the fuel used for heating and trucking and - generally speaking - to keep commerce and freight running, has become a key worry for the Biden administration heading into winter, perhaps even bigger than the price of gas heading into the midterms (well, not really). As Bloomberg's
Javier Blas writes, "
such low levels are alarming because diesel is the workhorse of the global economy. It powers trucks and vans, excavators, freight trains and ships. A shortage would mean higher costs for everything from trucking to farming to construction."
И ова:
The reasons for the collapse in inventories and the price surge are four-fold.
- First, local diesel demand has recovered quicker than gasoline and jet-fuel from the impact of the pandemic, draining stocks.
- Second, foreign demand is also strong, with American diesel exports running at unusually high level.
- Third, and according to many, most important of all, the US also has lower refining capacity than before, reducing its capacity to make fuels.
- Fourth is Russia’s invasion of Ukraine. The US was importing a significant amount of Russian fuel oil before the war, which its Gulf of Mexico-based refiners turned into diesel. The trade ended after the White House sanctioned Russian petroleum exports.
И на крај еве го билмезот-in chief како чита што му е напишано - розова приказна дека нема везе што остануваат без стратешки резерви, ќе купеле кога ќе паднела цената (а ќе падне кога противникот и ОПЕК ќе сакаат да падне).