August refinery recovery left diesel supply under pressure
IEA reports higher monthly refinery runs but a large annual shortfall; October EIA data show the cost consequence for US diesel buyers.
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IEA reports higher monthly refinery runs but a large annual shortfall; October EIA data show the cost consequence for US diesel buyers.
Four August–October reports show why crude, diesel, LNG and transport efficiency need separate cost assumptions.
Hydro's October 5 update estimates a US$90–110 million fourth-quarter gas cost impact; it is company guidance with explicit uncertainty, not a realized result.
October’s forecast puts annual Brent averages at USD 96 in 2026 and USD 84 in 2027; neither is a delivered-fuel quote.
The IEA reports a steep August stock draw; Aramco’s CEO argues that usable commercial barrels are much fewer than the headline total.
Amin Nasser cited lost supply, shrinking buffers and the need for investment in resilience.
ME-TECH 2026 focused on downstream efficiency, integration and digitalisation.
The finance ministry’s account of the rating decision includes the agency’s economic projections and risk assessment.
CNBC’s July 31 interview followed Chevron’s results and covered refining, oil prices, Iran and the gap between crude and pump prices.
CNBC’s 31 July interview with ExxonMobil CEO Darren Woods addresses refinery operations during the Iran conflict and the difference between crude-market moves and retail fuel prices.
RTL’s 5 May report says Pouyanné told Sud Ouest and La République des Pyrénées that day a possible refinery surtax could affect TotalEnergies’ French fuel-price cap.
The July meeting discusses investment priorities without announcing an approved loan or project funding.
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