Category: Crude Oil Intelligence

COVID-19 III: China crude stocks surge amid drop in refinery runs

The coronavirus is continuing to ripple through markets, shuttering China’s industries leaving the global supply chain vulnerable to large-scale disruptions As the spread of

Through the Smoke — Kayrros Observes Nine Units Under Repair at Baton Rouge Refinery

Kayrros monitoring shows nine units remain idle and are undergoing repairs at the 502,000 b/d Baton Rouge refinery Kayrros monitoring shows nine units remain

COVID-19 II: For Chinese Crude Oil Demand, the Worst Has Yet to Come

The coronavirus is continuing to take its toll on the Chinese economy, driving oil demand down and shuttering many of the country’s industrial facilities

COVID-19 I: Chinese Crude Demand Plummets Amid Coronavirus Outbreak

The coronavirus epidemic had already shaved 3 percentage points off of Chinese crude oil demand growth as of end-January, Kayrros oil market monitoring reveals.

The Potential Impact of a US Fracking Ban

The idea of a ban on hydraulic fracturing has — perhaps predictably — proved polarizing since being recently aired in the US presidential primary

Keeping DUCs in a Row

While the US Energy Information Administration (EIA) has been reporting a drop in the Lower 48 inventory of drilled and uncompleted (DUC) wells in

On supply disruptions and satellite imagery

Last month’s attack on Saudi Arabia’s oil infrastructure was one of the biggest oil supply disruptions ever recorded but the market took it in

Amid demands for budget rigor, Permian operators drop frac crews but maintain output

Frac crews in the Permian, the most prolific tight oil basin in the US, plunged by 19% in Q2 2019 year-on-year and 8% from

Alternative data usher in a new era of operational transparency in the shale patch

Using satellite imagery and deep learning to shed light on the blind spots of the US tight oil boom Twenty feet under a Haussmanian

Have US E&Ps Become Victims of Their Own Success?

The disconnect between US oil equity and commodity prices has been a feature of the industry since oil markets started healing from their 2014