Expert Interview
Analyzing How Venezuela’s Political Transition Could Influence U.S. Refiners’ Positioning and Production Potential Across Shifting Crude Supply Dynamics
Ticker(s): MPC, CVX, XOM, VLO, PSX, PBF- Current Director of Asset Strategy at Entara, a global asset manager focused on refining and downstream energy infrastructure, with experience in asset performance, corporate development, and M&A analysis.
- 10+ years of downstream refining experience as a process engineer and operations leader at Valero and ExxonMobil, with hands-on expertise across crude units, hydrotreaters, FCC, reformers, and other core refinery process assets.
- Former Refining Competitiveness Analyst at ExxonMobil, responsible for evaluating global refining economics, asset performance, cash-flow drivers, and margin outlooks to support executive decision-making.
How much incremental production could U.S. refiners achieve in the short, medium, and long-term under increased Venezuelan heavy crude supply?
How would different supply scenarios affect margins, cash flow, and returns for each major refiner?
Which refiners are best positioned to benefit from increased heavy crude availability and why?
How could U.S. refining utilization, competitive dynamics, and product pricing differentials shift across the sector?
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