U.S. Energy In A Changing Global Market with Sean Maher
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U.S. Energy In A Changing Global Market with Sean Maher
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Energy markets are shaped by more than a headline price. In this Community Call, Sean Maher, VP of IR and Chief Economist at Phillips 66, joins us for a macro-level conversation on the forces moving today’s energy landscape.
They’ll cover the uncertainty in the market, where refined products fit in, why American infrastructure matters, and how the U.S. connects to the rest of the world.
Click here to watch a video of this episode.
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Click here to view the episode transcript.
00:00 Sean Maher and Phillips 66
0:02:15 Diesel Cracks and Margin Outlook
0:05:12 Damage to Russian Refining
0:09:15 Demand Resilience and Turnarounds
0:13:10 AI Inside the Plants
0:19:37 Gasoline Versus Diesel Demand
0:24:36 El Nino and Distillate Inventories
0:26:19 Global Demand and Record Exports
0:30:16 Value of US Infrastructure
0:33:17 Cost of Building New Capacity
0:36:00 Global South Priced Out
0:38:58 Fractionation and Permian NGLs
0:43:55 Export Dock Capacity
0:46:03 Canadian Egress and WCS Diffs
0:50:17 Venezuela Versus Canadian Heavy
0:53:35 Energy Sector Rerating
1:02:10 Why Energy Education Matters
1:04:39 Bonnies Basketball Sign Off
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