The Rundown Tank: Americas Oil
Morning trading meetings with Refinitiv
Your in-depth weekly briefing on the global and regional dynamics of the oil industry. Hosted by Jim Mitchell and Corey Stewart - leading analysts from Refinitiv.
Episode #14: Refinery Impacts of the COVID-19 Demand Destruction
COVID-19 demand destruction sped up the refinery market dynamics already at play. Implications for the refined product flow will be profound. Tune into your oil industry briefing for the week of August 10 to learn more.
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Episode #13: 8 Pressing Questions from "Ask Refinitiv"
In this episode, we have answered eight of the most pressing questions on your mind. From Joe Biden's energy agenda and current M&A deals to the second wave of COVID-19, we explore the impact these topics will have on the energy business.
Episode #12: OPEC Plus' Impact on America's Oil Markets
OPEC Plus' relationships in the Americas are complex and extend far beyond oil. With linkages growing ever stronger, the various impacts are turning into headlines. 
Episode #11: Tomorrow's Trends are Today's Market Details
Understanding what is happening in the market and why it is happening allows us to anticipate trends that will play out for the balance of the year.
Episode #10: Energy - Economic Impact Above its Weight Class
Energy is intertwined with every part of every economy. This week we quantify that impact for the Americas.
Episode #9: Current Oil Projects in the Age of Pandemic
Capital Expenditures in the oil industry have not gone to zero. In fact, investment dollars continue to flow into just about every country in the Americas that produces oil. In this episode, we detail a large number of these projects.
Episode #8: Investments and impacts from China's Belt and Road Initiative
Tune into your oil industry briefing for the week of June 22. China's oil companies walk an intricate road to influence in the Americas...but walk they will.
Episode #7: America's oil market: impacts from the decoupling of US-China relations
As the US-China rhetoric heats up, impacts from this historic decoupling will reverberate for decades to come. Tune into your oil industry briefing for the week of June 15 to learn more.
Episode #6: America's oil market: the more things change, the more things remain the same
Four months into the pandemic, America's crude oil export volumes are down, but the destinations remain the same. In this episode, we dive deep into the destinations and details.
Episode #5: America's oil market: the dollars are in the oil production details
Oil production is certainly curtailed in the Americas. But what will continue to drive the differentials? The answer is: the details of how much and what grades.
Episode #4: America's oil market: never bet against a refinery engineer
Efficiency in the refining sector is all about balancing a multi-billion dollar budget while standing on a political seesaw...poised on the tight rope of consumer demand. Tune in to learn more.
Episode #3: America's oil market: the pathology of debt-fueled growth
In this episode, we looked at various trends in the Americas, as well as the effects and implications of these trends. The principal theme? This time, it's the pathology of the debt-fueled growth strategy and the talk around creating more about sustainable debt levels in the oil industry.
Episode #2: America's oil market: unequal return to equilibrium
As the various oil markets in the Americas search for stability, some of them are finding equilibrium, and some are still in chaos. What's coming next, and how to approach these changes?
Episode #1: Crude oil market: initial COVID-19 impact can now be assessed | Americas
As of May 4, we can start measuring and assessing the pandemic's impact on the crude oil industry in the Americas. Tune in for your in-depth briefing on the key market dynamics for this week.



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