fw : weakening demand to put the squeeze on spot refining margins - cera decision brief
fyi
- - - - - original message - - - - -
from : webmaster @ cera . com [ mailto : webmaster @ cera . com ]
sent : friday , october 05 , 2001 11 : 09 am
to : clients @ cera . com
subject : weakening demand to put the squeeze on spot refining margins -
cera decision brief
title : refined products markets - - the fallout from september 11
url ( s ) :
http : / / www 20 . cera . com / eprofile ? u = 35
weakening demand to put the squeeze on spot refining margins
oil demand growth is slowing dramatically in the aftermath of the september 11
terrorist attacks . the combination of sluggish gdp growth and a sharp decrease
in commercial air travel will in cera ' s view result in declines in quarterly
oil demand in fourth quarter 2001 and first quarter 2002 . spot refining margins
are expected to trend downward , with the possibility of periods of upward
volatility . key factors that will influence the path of margins for the balance
of this year and into 2002 include
* weakening supply - demand fundamentals , as weak economies and reduced
commercial air travel drive down demand
* opec production policy and its effect on inventory levels
* supply security concerns , including perceived risks of disruptions to
physical supply that could result from new attacks or military action
* * end * *
follow above url for complete report ( 9 printed pages ) .
e - mail category : decision brief
cera knowledge area ( s ) : global oil
on september 17 , cera chairman , daniel yergin , led a global
client conference call discussion on the potential economic
and energy industry fallout from the recent terrorist attacks
on new york and washington dc .
the playback of this conference call is now available at on the
web at http : / / www . cera . com / highlights / teleconf _ 20010917 /
or via telephone at : 1 - 888 - 203 - 1112 ( within the united states )
or 719 - 457 - 0820 ( outside the united states ) . please use
confirmation number 784004 to access the call playback .
the playback is available until october 17 , 2001 .
cera ' s autumn 2001 roundtable event dates and agendas
are now available at http : / / www 20 . cera . com / event
to make changes to your cera . com profile go to :
forgot your username and password ? go to :
http : / / www 20 . cera . com / client / forgot
this electronic message and attachments , if any , contain information
from cambridge energy research associates , inc . ( cera ) which is
confidential and may be privileged . unauthorized disclosure , copying ,
distribution or use of the contents of this message or any attachments ,
in whole or in part , is strictly prohibited .
terms of use : http : / / www 20 . cera . com / tos
questions / comments : webmaster @ cera . com
copyright 2001 . cambridge energy research associates
fw : weakening demand to put the squeeze on spot refining margins -
cera decision brief
fyi
- - - - - original message - - - - -
from : webmaster @ cera . com [ mailto : webmaster @ cera . com ]
sent : friday , october 05 , 2001 11 : 09 am
to : clients @ cera . com
subject : weakening demand to put the squeeze on spot refining margins -
cera decision brief
title : refined products markets - - the fallout from september 11
url ( s ) :
http : / / www 20 . cera . com / eprofile ? u = 35
weakening demand to put the squeeze on spot refining margins
oil demand growth is slowing dramatically in the aftermath of the september 11
terrorist attacks . the combination of sluggish gdp growth and a sharp decrease
in commercial air travel will in cera ' s view result in declines in quarterly
oil demand in fourth quarter 2001 and first quarter 2002 . spot refining margins
are expected to trend downward , with the possibility of periods of upward
volatility . key factors that will influence the path of margins for the balance
of this year and into 2002 include
* weakening supply - demand fundamentals , as weak economies and reduced
commercial air travel drive down demand
* opec production policy and its effect on inventory levels
* supply security concerns , including perceived risks of disruptions to
physical supply that could result from new attacks or military action
* * end * *
follow above url for complete report ( 9 printed pages ) .
e - mail category : decision brief
cera knowledge area ( s ) : global oil
on september 17 , cera chairman , daniel yergin , led a global
client conference call discussion on the potential economic
and energy industry fallout from the recent terrorist attacks
on new york and washington dc .
the playback of this conference call is now available at on the
web at http : / / www . cera . com / highlights / teleconf _ 20010917 /
or via telephone at : 1 - 888 - 203 - 1112 ( within the united states )
or 719 - 457 - 0820 ( outside the united states ) . please use
confirmation number 784004 to access the call playback .
the playback is available until october 17 , 2001 .
cera ' s autumn 2001 roundtable event dates and agendas
are now available at http : / / www 20 . cera . com / event
to make changes to your cera . com profile go to :
forgot your username and password ? go to :
http : / / www 20 . cera . com / client / forgot
this electronic message and attachments , if any , contain information
from cambridge energy research associates , inc . ( cera ) which is
confidential and may be privileged . unauthorized disclosure , copying ,
distribution or use of the contents of this message or any attachments ,
in whole or in part , is strictly prohibited .
terms of use : http : / / www 20 . cera . com / tos
questions / comments : webmaster @ cera . com
copyright 2001 . cambridge energy research associates