New Analysis from ESAI Energy Market Implications of Changing Bunker Specs 2020-2025 Available May 2018 Copyright @2018, ESAI Energy, LLC
ESAI Energy’s IMO Analysis has 6 Parts Part I: Compliance and Market Size Size of bunker market by geographic region Assumptions on compliance by geographic region Explanation of enforcement mechanisms Estimate of demand for compliant fuel by geographic region Copyright @2018, ESAI Energy, LLC
Part II: Supplying Compliant Fuel Refinery operations to make compliant fuel in each geographic region Change in refinery throughput (Distillation impact) Change in Product Yields (Upgrading Impact) Production of LSFO, MGO and HSFO Trade of compliant fuel between regions Scrubber implementation LNG consumption Copyright @2018, ESAI Energy, LLC
Part III. Impact on the rest of the refined product barrel Gasoline market side effects – by geographic region HSFO over production – by geographic region Into refineries Into power generation Copyright @2018, ESAI Energy, LLC
Part IV: Product Pricing from 2019 Anticipation to 2020 Dislocation to 2021-25 Market Responses On-spec gasoil or ULSD LSFO HSFO Gasoline Copyright @2018, ESAI Energy, LLC
Crude price differentials by geographic region Part V: Crude Oil Pricing from 2019 Anticipation to 2020 Dislocation to 2021-25 Market Responses Crude price differentials by geographic region Copyright @2018, ESAI Energy, LLC
Depending on Your Needs Contact Ben Roberts at broberts@esai.com Part VI: IMO- Related Opportunities On-Spec and Off-Spec storage Spot and Strategic Buying Refining vs Scrubber Investment Interregional Trade in Compliant Fuel Gasoline Market Outlook The analysis can be accessed through webinar, written report or customized project Depending on Your Needs Contact Ben Roberts at broberts@esai.com Copyright @2018, ESAI Energy, LLC
Contact broberts@esai.com for more information. Thank You ESAI Energy researches, collects, analyzes, forecasts, and serves customers in all of these areas across the energy value chain. Contact broberts@esai.com for more information. Copyright @2018, ESAI Energy, LLC