Deborah White
Deborah White
consumers fix gasoline pay prepared price states time united worry
The United States doesn't have to worry about gasoline lines. But consumers need to worry about the price they pay this week. They should be prepared for a short-term shock. Only time can fix that.
adding build gas general last natural supplies week
We had a much lower-than-expected build in natural gas supplies in the U.S. last week and this is also adding to general nervousness.
buttons gasoline hot iran nigeria rattling steep three
U.S. gasoline may be rattling people's cages. We're going to see another steep draw. That, Nigeria and Iran are the market's three hot buttons right now.
average clearly gasoline gone heading low market seem stocks toward worried
We've gone from comfortable U.S. gasoline stocks to average and seem to be heading very clearly toward the low of the range. The market is worried about that.
behind difficult far full gas hurricane meet natural operation products return season terms
The hurricane season is very far from being behind us in terms of crude, products and natural gas supplies. Refineries that are back in operation haven't been able to return to full rates. It's difficult to meet demand.
china countries demand gasoline playing report
The IEA report is very neutral. It is playing up the demand slowdown in China and 8 out of 9 OECD countries and down-playing the gasoline situation.
current gasoline situation supply worse
The current gasoline supply situation is much worse than any of us had hoped.
close edge marathon problem reminder running
Each problem is just a reminder as to how close to the edge we are running. The refiners have been running a marathon for two years, they are exhausted.
amount demand massive position quarter tricky
That's a massive amount of demand destruction. We could be in a very tricky position by the first quarter if the EIA is not right.
east headline jerk knee middle powder reaction sort
The knee jerk reaction to this sort of headline is to think of the Middle East as a powder keg.
above below days drift expecting holds level strength weather
There is a lot of strength at $60. We have tilted above and below that level for days now and so long as the weather holds mild, we will drift down, but I'm not expecting a freefall.
above below days drift expecting holds level strength weather
There is a lot of strength at $60, ... We have tilted above and below that level for days now and so long as the weather holds mild, we will drift down, but I'm not expecting a freefall.
crude despite flooding supply
Crude is still flooding in despite supply disruptions.
capacity crude heart problem
Crude is not the problem. The heart of the problem is how much refining capacity we have lost.