Industrial Info's Weekly Global Refining Impact Report

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Researched by Industrial Info Resources (Sugar Land, Texas)--IIR's weekly Global Refining Report gives you the latest inside intelligence on outages, derates, shutdowns, closures, delays and more.

And now there is an interactive, dynamic Global Refining Capacity Dashboard available to further power your refinery capacity research.

This Platform is part of a more comprehensive IIR Global MarketIntel Platform.

Just ask iirteam@iirenergy.com for further information.

Market Commentary:
Holding Pattern. As has been witnessed in Brent pricing, we have been in a holding pattern--between $39 and $44 for eight weeks--heading into the last of 2020 waiting on news to provide a sense of direction.

Oil Price reports it appears that future price direction will be trending downward as, "Several U.S. states reported record daily increases in infections on Thursday, raising concerns about future fuel demand, while France extended curfews for about two-thirds of its population as the second wave of the pandemic sweeps across Europe. In related news, economic activity in the Euro Zone shrunk in October as coronavirus restrictions returned to the region, preliminary data showed on Friday."

Also, OilPrice goes on to report that yet more supply is finding its way to a market where demand is being challenged by COVID outbreaks, indicating that, "Libyan output, which had been mostly offline since January due to unrest, has reached 500,000 barrels per day (BBL/d) and will rise further by the end of October.

"After years of setbacks and false starts, Libya is back in the oil game. A stalemate between the armed forces battling to control the OPEC nation has led to an uneasy truce, and most fields and ports shuttered amid the fighting are operating once again," Bloomberg wrote.

"A blockade of many of the country's energy facilities ended last month, and the state energy firm National Oil Corporation is ramping up production faster than many analysts expected. Output reached 560,000 BBL/d on Wednesday, a person with knowledge of the matter said, up from 150,000 BBL/d in September," Bloomberg reported.

Analysts at Bloomberg Intelligence see overall production reaching 1 million BBL/d by yearend.

Therefore, within this Global Refining Report, IIR hopes to shed some light on what is transpiring from a refinery operations perspective as the Global Refining Index (working with ADUs) illustrates what is happening to crude operationally available capacity and how refineries are de-rating and operating overall in these times. The Global Refinery Maps depict the COVID-19 Impact as well as the non-COVID-19 outages. Area Charts visualize COVID-19 Impact and non-COVID-19 capacity offline in Asia, Europe and North America.

Petroleum Refining Highlights
Tropical Storm Zeta brewing in the Gulf ... Saudel & Molave in APAC...



October 22, 2020 Motiva on October 21 shut down the 80,000-BBL/d HTU 5 Diesel hydrotreater (ULSD) at its 600,000-BBL/d Port Arthur, Texas, refinery for a planned 30-day maintenance turnaround. The work had been previously set for a September 2020 start.

October 21, 2020 Motiva on October 21 restarted the 54,000-BBL/d Delayed Coker at its 600,000-BBL/d Port Arthur, Texas, refinery after damage to the cooling tower from Hurricane Delta on October 9, which caused the unit to shut down.

October 22, 2020 IIR has confirmed that Pemex TRI on October 11 started a planned turnaround on the 50,000-BBL/d Delayed Coker unit at its 270,000-BBL/d Cadereyta, Mexico, refinery. Pemex TRI has decided to accelerate repairs previously expected to occur in 2021; the unit is scheduled to be offline until November 7. The 120,000-BBL/d Combinada 1 (Crude 1), which has been offline since early May 2020 due to COVID-19 risk and under preventive repairs since August 24 to take advantage of the downtime, is on schedule to be completed by early November. The 150,000-BBL/d Combinada 2 (Crude 2) unit is running at 105,000 BBL/d; the remaining operational units are processing at approximately 39% of normal capacity. IIR continues to monitor the refinery operations and will issue an update when more details become available.

October 23, 2020 Nayara Energy Limited on October 23 (previously reported October 22) has restarted the 365,000-BBL/d CDU 1; 17,000-BBL/d Isomerization 1; 78,000-BBL/d FCCU 1; 90,000-BBL/d DHDS; 126,000-BBL/d Hydrocracker 1; and 120,000-BBL/d Delayed Coker 1 at its 405,000-BBL/d Vadinar Refinery, India. The units were under minor maintenance turnaround since October 1.

October 23, 2020 ExxonMobil Asia Pacific Pte Limited continues to operate its 300,000-BBL/d Jurong Island (PAC) Refinery, Singapore, at approximately 60%. Separately, the 115,000-BBL/d CDU 1, which was under shutdown since July 1 due to the COVID-19 pandemic, was restarted on October 10 and continues to operate at 60% throughput. While the 185,000-BBL/d CDU 2 is also derated by 40%. As a result, the 56,000-BBL/d DHDS; 9,000-BBL/d Gasoil Hydrotreater; 12,000-BBL/d KHT; 12,000-BBL/d Naphtha Hydrodesulfurization 1; 25,000-BBL/d Naphtha Hydrodesulfurization 2; and 4,000-BBL/d Reformer have been operating at at 60% since July 1. As of now, the refinery is expected to resume normal operations tentatively by November 20 (previously reported October 10). Additionally, ExxonMobil plans a seven-day minor turnaround of CDU 2 beginning December 8.

October 23, 2020 Tema Oil Refinery Limited (TOR) continues with an unplanned shutdown of its 45,000-BBL/d Tema Refinery, Ghana. The refinery was forced to shut down on August 15 due to crude oil shortage and expects to restart at 50% capacity by November 15. Previously, the refinery was operational at 62% since July 15, 2019, due to damage in one of the CDU heaters. Separately, the 30-day refinery-wide turnaround has been rescheduled. Previously, the turnaround was scheduled from January 6, 2021, is now expected to begin tentatively by April 8, 2021. Expectations are to complete repairs and restart the units by May 7, 2021. The turnaround might get further postponed to the last quarter of 2021. Major units include the lone CDU, 3,550-BBL/d LPG Merox and 7,700-BBL/d Gasoline Merox. IIR continues to monitor the situation and will issue an update when latest information is available.

October 22, 2020 IIR has confirmed that Eni Spa continues operating at reduced rates of 60% production at its 113,200-BBL/d Livorno Refinery, Italy, due to the COVID-19 pandemic. Refinery production is expected to resume to normal levels in late December 2020.

Map of Global Refineries impacted by COVID-19/non-COVID -- Ongoing Offline Events


Global Refining Index
Industrial Info's Global Refining Index (GRI) illustrates how much Refinery Capacity is offline versus normal operating capacity. Illustrating with an operating percentage at a world region - market region level how healthy refineries are. (See graphics below).



North America Refining Index


Global Regional Available Operational Capacity. COVID-19 Impact & non-COVID-Related Outages










Map of Global Refineries Impacted by COVID-19/non-COVID - Future (Delayed) Offline Events


Industrial Info Resources (IIR), with global headquarters in Sugar Land, Texas, six offices in North America and 12 international offices, is the leading provider of global market intelligence specializing in the industrial process, heavy manufacturing and energy markets. Industrial Info's quality-assurance philosophy, the Living Forward Reporting Principle, provides up-to-the-minute intelligence on what's happening now, while constantly keeping track of future opportunities. Follow IIR on: Facebook - Twitter - LinkedIn. For more information on our coverage, send inquiries to info@industrialinfo.com or visit us online at http://www.industrialinfo.com.