Expert Interview
A Second Look: 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- Over 30 years of international crude oil trading experience with BP, ConocoPhillips, and Phillips 66, overseeing physical and paper trading across North America, South America, the Middle East, Asia Pacific, and the Atlantic Basin.
- Extensive background in buying crude for refinery supply, marketing upstream production, and executing arbitrage strategies, including managing trading teams, optimizing crude flows, and developing global sour-crude trading books.
- Chemical engineering foundation with early refinery experience, combined with long-term expertise in refinery economics, crude slate optimization, and understanding refiner/trader margin drivers.
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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