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雷达卡
Contents
Snapshot ............................................................................................................................................................................ 3
Global Energy Equity Valuations........................................................................................................................................ 4
Global Energy Absolute Stock Returns ............................................................................................................................... 7
Global Energy Relative Stock Returns ............................................................................................................................... 9
Forward Curve ................................................................................................................................................................. 11
Global Refining Margins ................................................................................................................................................... 12
Refinery Capacity Additions & Closure Schedule.............................................................................................................. 14
Crack Spreads ................................................................................................................................................................. 15
Petroleum Product Cracks ............................................................................................................................................... 15
Oil Spreads ...................................................................................................................................................................... 17
Petrochemical Product Prices & Spreads......................................................................................................................... 19
Petrochemical Spreads – Olefins ..................................................................................................................................... 21
Petrochemical Spreads – Aromatics ................................................................................................................................ 23
Global Petrochemical Capacity Additions......................................................................................................................... 24
US – Petroleum Inventory ................................................................................................................................................ 25
US – Petroleum Consumption.......................................................................................................................................... 26
China – Implied Petroleum Consumption......................................................................................................................... 27
South Korea – Implied Petroleum Consumption ............................................................................................................... 29
India – Petroleum Consumption ....................................................................................................................................... 31
Global Oilfield Services – Day Rates for recently contracted rigs ..................................................................................... 33
Global Oilfield Services – Average Day rates.................................................................................................................... 44
Global Oilfield Services – Rig Utilization Rates ................................................................................................................. 45
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