Replay, June Goh Singapore Oil Refining Expert on Happy Hour just now
Really interesting stuff. One hour. China humanitarian exporting oil products to Vietnam and Cambodia is interesting. No Singapore emergency stocks of crude to start crisis was also interesting. 60% utilisation of refining, Singapore around 1.3mb/d capacity is also lower than I thought. Looking more into that number. Bullish distillate now, gasoline Q3, fuel oil/bunker Q3. https://analysthub.zoom.us/rec/share/tdH_ayQL1U_AaOlu63UMTw1Ru6hoSDkoCaQrVyGucjTIoe3Z-iB7CN9ZVJ-lx3Fx.RP8clyAVaVebmFNK AI summary, AI picked up the humanitarian. This meeting was a comprehensive discussion about the global oil crisis, focusing



