From fuel markets to freight invoices: an October cost-transmission analysis
Four August–October reports show why crude, diesel, LNG and transport efficiency need separate cost assumptions.
EIA — Short-Term Energy Outlook, October 2026
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22 storiesSearch: refinery — Page 2
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Alunorte's spot gas purchases turn supply continuity into a cost question
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.
Norsk Hydro, Alunorte gas supply update
Metal margins depend on contracts and throughput, not the energy index alone
A technical and economic analysis links September benchmarks, BHP's copper capital preparation and Alunorte's gas update to an explicitly hypothetical cost model.
World Bank, September commodity price movements
EIA lifts its annual oil outlook, sharpening the fuel-budget distinction
October’s forecast puts annual Brent averages at USD 96 in 2026 and USD 84 in 2027; neither is a delivered-fuel quote.
EIA — Short-Term Energy Outlook, October 2026
Oil inventory is a logistics buffer, not interchangeable global capacity
The IEA reports a steep August stock draw; Aramco’s CEO argues that usable commercial barrels are much fewer than the headline total.
Aramco CEO remarks, 5 October 2026
Aramco chief says Hormuz shock is testing global energy resilience
Amin Nasser cited lost supply, shrinking buffers and the need for investment in resilience.
Aramco
Darren Woods on refineries and the oil-to-pump-price gap: CNBC, 31 July
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.
CNBC
Pouyanné says a surtax could prevent TotalEnergies from maintaining a price cap
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.
RTL report on the Sud Ouest / La République des Pyrénées interview
Afghanistan reviews refinery capacity and fuel quality
Ministry stresses technical and environmental standards.
Afghanistan Ministry of Mines and Petroleum
Yüksel Güler: “The world is entering a new energy order; the issue is no longer just the price of oil, but the security of energy”
Rising geopolitical tensions, disruptions to energy trade and competition between major economies reshaped global energy markets throughout 2026. In an interview with Wellficent, ENPRODE CEO Yüksel Güler assessed the transformation of the world energy system, from oil prices and the Middle East to the Russia-Ukraine war, US-China rivalry, AI-driven electricity demand and nuclear power. In Güler’s view, the defining concept of the coming period will not be “cheap energy” but “reliable and uninterrupted energy”.
ENPRODE Engineering & Construction — company website (interviewee: Yüksel Güler, CEO)
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