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soybean field
Timm Decker, Analyst, Ag & Biofuels
July 24, 2017
After adding the Louis-Dreyfus Claypool, Indiana, plant to our model, Genscape estimated that the National Oilseed Processors Association (NOPA) members crushed 138 million bushels during June 2017. This matched the NOPA release announced on July 17. The Louis-Dreyfus plant addition increased...
power lines
Pierre Buisson, Manager, R&D, European Products
July 24, 2017
Power market fundamental analysis requires accurate and consolidated timely data. Gathering such data may seem very straightforward, particularly with the growing amount of transparency platforms. However, experience shows that obtaining accurate and reliable data is complex, and automated data collection...
tesla battery
Josef Spalenka, Research Scientist, R&D, Genscape
July 20, 2017
The Tesla Gigafactory near Reno, Nevada, is currently ramping up battery production and by 2018 could become the largest Lithium-ion battery factory in the world. The battery packs produced in the new industrial mega-facility are critical to Tesla's true make-or-break moment: the launch of the Tesla...
waterborne exports
Colin Halling, Senior EMEA Oil Analyst, Genscape
July 17, 2017
  The amount of gasoline being stored in product tankers sitting off the West African ports of Lagos, Nigeria, and Lome, Togo, has increased sharply in recent weeks. Levels were around 1 million (mn) metric tons (MT) of gasoline last week since reaching 1.07mn MT on July 7, and dropping back to 950...
Ken Copenhaver, Sr. Director, Engineering, Ag & Biofuels
July 13, 2017
  Traditionally, U.S. exports of urea, anhydrous, and UAN fertilizer products have been low as consumption in the U.S. has exceeded production capabilities. These have typically been restricted to Canadian exports by rail in smaller quantities. From January of 2012 up until May of 2017, Genscape saw...
crude by rail
David Arno, Analyst, Oil Markets and Bridget Hunsucker, Director, Digital Product Development
July 13, 2017
Western Canadian crude-by-rail volumes should increase in Q4 2017, marking the opening of a three-year window in which the stopgap transport method becomes a vital shipping option for growing oil sands production. By Q2 2018, Genscape expects Western Canadian Heavy oil production to exceed 2.6 million (mn...
soybean field
Susan Olson, Managing Director, Agriculture & Biofuels and Digital H2O
July 07, 2017
Genscape recently completed the calibration of the Louis Dreyfus soybean processing facility in Claypool, Indiana. Clients will now have processing information from the four largest plants in Indiana, which historically, accounts for more than 75 percent of the soybean processing capacity in the state....
oil refinery
James Bourne, Oil Analyst, Genscape
July 05, 2017
On the evening of June 12, 2017, Tropical Storm Calvin made landfall on Mexico’s southern Pacific coast, causing widespread damage and leading to flooding and leaks from storage tanks at the Salina Cruz refinery near the coast in Oaxaca state. A fire then broke out at the refinery complex, which is...
oil pipeline
Ryan Saxton, Oil Transportation Manager, and Jodi Quinnell, Oil Production Manager
June 23, 2017
Enterprise’s Midland-to-Sealy pipeline, which was slated to come online by Q4 2017, may face delays. In aerial imagery collected June 9, Genscape observed construction delays along segments of the pipeline. The 450,000 bpd, 24-inch pipeline will be operated by Enterprise when completed and will flow...
oil refinery
Lee Williams, Oil Refinery Analyst, Genscape
June 20, 2017
The Phillips 66 Billings oil refinery is back online following the largest turnaround in the refinery's history. The planned work began in mid-April 2017 with a staggered shutdown of all monitored units and was scheduled to take 56 days. Genscape observed the first signs of restart at the 19,400...