Makai Research
Jeff McGeeTanker market research & analysis, with a data-driven offering of macro and oil market fundamentals
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | makaimarine.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Oops! …I Did It Again
From the euphoria of pop stardom to the intense scrutiny over behavioural and mental health issues, singer Brittany Spears has endured a stunning and sad reversal in the celebrity cycle. Product tanker owners should take note, since in beh...
Collateral Damage
When Beijing locks onto a major strategic objective, it is rarely a timid affair. So it is with their goal of self-sufficiency in petrochemicals, to slash import dependence. This ambition has launched a staggering surge in chemical constr...
East Asia Products Co-Prosperity Sphere
In our previous post, we reviewed how rapidly-rising incomes and steady population growth are supporting strong oil demand gains in the ASEAN region. We jokingly gave the report a working title of “Charts that go up and to the right”, and ...
Canadian barrels too sour for LA refinery palates
After numerous delays, cost overruns and regulatory wrangles, the Trans Mountain Pipeline Expansion (TMX) is finally poised to commence operation in May. It will provide an additional 590 kbpd of egress for Western Canadian crude, parallel...
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Authors
The writers behind this newsletter.
Experience: refining | oil trading | shipbroking | capital markets | derivatives | M&A
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