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Global Refinery Shifts Triggering Profitable Trade Setups

Hey Trader,

Global Refinery Shifts Triggering Profitable Trade Setups

As the winds of change sweep through the global energy landscape, savvy traders are eyeing potentially lucrative opportunities in the shifting dynamics of the oil refining industry.

Recent reports from industry experts suggest that over 20% of the world's oil refining capacity is teetering on the brink of closure, presenting both challenges and prospects for traders in the energy market.

According to insights from Wood Mackenzie, weakening refining margins and the specter of carbon taxes have cast a shadow over a significant portion of the refining sector.

With 121 refining sites identified as being at risk of closure by 2030, representing a staggering 20.2 million barrels per day (bpd) of capacity, traders must stay vigilant to capitalize on the unfolding trends.

European and Chinese refineries find themselves particularly vulnerable to closure, grappling with declining demand and tightening environmental regulations.

As Europe phases out free carbon emissions allowances and transport fuel demand begins to taper, the economics of refining in these regions are set for a challenging transformation.

China, a powerhouse in global energy markets, is also poised for significant shifts as it steers towards electrification in its road transport sector.

With liquid demand expected to peak by 2027 and subsequent declines anticipated, the ripple effects will reverberate across the refining landscape.

Furthermore, the emergence of mega-refineries like the Dangote Refinery in Nigeria threatens to disrupt traditional fuel export trade routes, potentially reshaping global supply dynamics.

With a mammoth processing capacity of 650,000 bpd, the Dangote Refinery is poised to meet Nigeria's entire demand for refined petroleum products and emerge as a formidable player in the international market.

In response to these seismic shifts, oil majors are recalibrating their strategies, with a notable trend towards repurposing refineries into biofuels production facilities.

Eni's refinery in Livorno, Italy, and Shell's Wesseling refinery in Germany are just two examples of this strategic pivot towards sustainable energy solutions.

For retail traders looking to navigate the complexities of the energy market and capitalize on evolving trends, now is the time to equip yourself with the knowledge and insights needed to stay ahead of the curve.

Join us for an exclusive Training Webinar where industry experts will delve into actionable strategies for identifying and seizing profitable trading opportunities amidst the changing refinery landscape.

Don't miss out on this chance to gain a competitive edge in the energy market. Reserve your spot now and embark on a journey towards trading success!

To Big Profits and Beyond,

Anthony Speciale

Speciale Analysis

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