Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Meskipun minyak mentah menjadi berita utama, margin penyulingan juga sangat penting. Apakah kita melihat pergeseran signifikan dalam permintaan produk (bensin, solar, bahan bakar jet) yang dapat memberikan sinyal kontrarian untuk minyak mentah, ataukah kelemahan ini cukup luas di seluruh barel?
Good point. I've been tracking jet fuel demand closely, and while it's picked up, it hasn't quite hit pre-pandemic levels. That could be a drag on refining margins for some outfits, even if gasoline demand is holding up.
Are we seeing any regional divergences? Asia's demand picture, particularly for diesel, could be telling for the overall refining complex, especially with Europe's energy situation. Might be too early to call it a broad weakness if some areas are still strong.
Traderforum · Bahasa Indonesia