Sarah Emerson

@emersononenergy

President of ESAI with 30-years of market analysis and forecasting, focus on intersection of markets and regulation/policy. Opinions are my own.

esai.com
Joined March 2013
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  1. Retweeted
    Dec 9

    Multiple European have reported shutting down operations until market conditions improve, with current throughput down year-on-year. Although vaccinations have started in the UK, the pandemic may prove hard to contain across Europe this winter.

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  2. Retweeted
    Dec 4

    If they hold the 500,000 b/d increase through the first quarter, they will be able to add more to the market after that. With higher prices, however, a faster recovery for may get in the way. Read on at

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  3. Nov 27

    Nice piece

    2:04
    Watch & learn about ’s planned approach to !
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  4. Nov 27

    This is important step

    Today, announced a first-in-the-nation approach to growing the industry, by prioritizing a planned approach to accommodate the buildout of 7500MW of offshore wind energy by 2035! Click here to read our statement:
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  5. Retweeted
    Nov 13

    : ’s Kevin Knobloch has assumed the role of President of Federal Policy! Knobloch will lead federal policy, regulatory & project development efforts, enabling us to deliver in the most advanced markets in the U.S.

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  6. Retweeted
    Nov 12

    Kuwait is pushing through the final stages of its long-delayed Clean Fuels Project amid deteriorated market conditions. Consequently, Kuwaiti production will drop below 20,000 b/d for the first time since 1991.

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  7. Retweeted
    Nov 18

    Our proposed transmission grid is needed to scale U.S. energy capacity and ensure states hit their goals of 29 GW of in the next 15 years.

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  8. Nov 13

    Yes, use inherited leverage! #foreignpolicy#OOTT

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  9. Retweeted
    Oct 29

    Alternatively, OPEC+ could decide to not increase production by as much as planned in the Jan 2021-Mar 2022 period.

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  10. Retweeted
    Oct 29

    As the market tightens only gradually, the pressure on + to maintain production restraint through 2022 and possibly pull Libya and Iran into fold will be significant.

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  11. Retweeted
    Nov 3

    Beijing revised its 2025 sales target from 25% of total car sales to 20%. The continuation of tax exemptions will help promote sales, but its current target will still be challenging without stronger policy incentives. Currently, EV penetration is just 5 percent.

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  12. Retweeted
    Nov 4

    California’s markets have been in deficit in recent years, and the bank of credits from previous years has been slowly declining. With more aggressive GHG reduction targets to 2030, the market is expected to continue to trend toward deficit in the near term.

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  13. Retweeted
    Nov 5

    With + Phase 3 quotas approaching, market conditions could delay production increases, but should stay committed to meeting their production policy well into 2021.

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  14. Retweeted
    Nov 6

    Russian refiners are becoming more European. With a modernization plan focused on producing middle distillate for Europe & phasing out key support for economics, Russian refiners are more vulnerable than ever to a bearish middle distillate market.

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  15. Retweeted
    Nov 9

    Consistent w/ China’s heavy investment in refinery-integrated capacity, non-marketed naphtha is a big contributor to the country’s growth. This “hidden” demand is not captured by trad'l measurements of apparent demand, resulting in naptha demand growth in 2020

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  16. Retweeted
    Nov 11

    China’s imports fell in Oct. and will continue to drop for the rest of 2020 due to high crude oil & product stocks. 2021 oil imports will be supported by the demand recovery & the start-up of Zhejiang Petrochem II but will still be limited by ample inventories.

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  17. Retweeted
    Sep 21

    The Trump admin. pushed ahead this week w/ 2 initiatives designed to further its vision of peace & stability in the . However, there is much more symbolism involved relating to the upcoming election than there is actual change.

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  18. Retweeted
    Sep 21

    ICYMI: Check out the latest episode of Energy Analyst Talk podcast to hear ESAI analyst discuss how the pandemic has impacted markets and what we can expect going forward.

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  19. Retweeted
    Sep 22

    Renewable is a small but growing source of fuel for heavy-duty vehicles in US. The change is most notable in CA where policies incentivize growth throughout the supply chain. The market should see growth over the next 5yrs but is less certain thereafter.

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  20. Retweeted
    Sep 23

    The market’s ability to manage excess product inventories varies by market. In the market (where demand is recovering faster than supply), before long, excess stocks will vanish.

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