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TRANSMOUNTAIN EXPANSION
In May of 2024 the much anticipated and often debated Transmountain TMX pipeline commenced operations and increased crude oil exports dramatically to the Canadian West Coast port of Westridge. Imports of Western Canadian Select (WCS) has shown a modest increase to west coast refineries, and even beyond to refineries in Louisiana and Texas. Some of the recent US-bound marine shipments of WCS for the first full month of TMX include:
Chevron El Segundo - 548,000 bbls
Citgo Lake Charles - 862,000 bbls
Pemex Deer Park - 395,000 bbls
P66 Los Angeles/Carson - 281,000 bbls
Valero Wilmington - 632,000 bbls
Refiners in China, South Korea and India have made up the balance of June WCS outbound movements from Vancouver as WCS exports from the Gulf via Keystone, Enbridge and Capline declined.
RECENT REFINERY SHIPPING ACTIVITY:
Southern California Refineries
Chevron El Segundo:
San Joaquin Valley Heavy/medium via Plains Line 2000/Line 63: 65,300 bbls/day June 2023
Imports June, 2023:
6.14 MM bbls
-2.49 MM bbls Guyana Liza medium sweet
-1.07 MM bbls Colombian heavy
-798,000 bbls Mexican Maya heavy
-571,000 bbls Canadian WCS heavy
-508,000 bbls Trinidad & Tobago heavy
-376,000 bbls Ecuadorian Napo heavy
Imports July 2023:
-1.50 MM bbls Guyana Liza medium
-1.19 MM bbls Ecuadorian Oriente heavy
-1.06 MM bbls Ecuadorian Napo extra heavy
-473,000 bbls Colombian Vasconia heavy
-394,000 bbls Iraqi Arab medium
9/7/2023 - 270k bbls Mexican Isthmus delivered via Monte Serantes
9/13/2023 - 360k bbls Napo heavy delivered via Platanos
9/14/2023 - 800k bbls Liza medium delivered via Apollo Voyager
Marathon Carson-Wilmington/P66 Carson/Valero Wilmington via
Berth 121
Marathon Imports June, 2023:
7.37 MM bbls
-3.55 MM bbls Iraqi Arab medium
-1.95 MM bbls Brazilian Tupi medium
-725,000 bbls Colombian heavy
-706,000 bbls Ecuadorian Oriente
-434,000 bbls Angolan heavy-medium
Marathon Imports July 2023:
5.51 MM bbls
-2.91 MM bbls Iraqi Arab medium
-1.35 MM bbls Brazilian Tupi medium
-705k bbls Ecuadorian medium blend
-543k bbls Angolan high sulfur medium
P66 Imports June, 2023:
2.25 MM bbls
-902,000 bbls Saudi Arab light-medium
-623,000 bbls Mexican Maya heavy
-375,000 bbls Mexican Isthmus med
-351,000 bbls Trinidad & Tobago heavy
P66 Imports July, 2023:
2.68 MM bbls
-1.5 MM bls Saudi Arab light-medium
-705k bbls Ecuadorian Oriente
-478k bbls Colombian medium
Torrance Logistics LA/LGB Terminals
San Joaquin Valley Heavy/medium via M-70 Pipeline: 115,000 bbls/day June 2023
Torrance Refining Imports June, 2023:
946,000 bbls Brazilian Tupi medium
244,000 bbls Ecuadorian Oriente heavy
Torrance Refining Imports July, 2023:
-351k bbls Ecuadorian Oriente heavy
-235k bbls Brazilian Marlim heavy
Northern California Refineries
Chevron Richmond:
Chevron Imports June, 2023:
-3.61 MM bbls Saudi Arab medium
-1.22 MM bbls Ghana light sweet
-703,000 bbls Angolan medium
-125,000 bbls Iraqi Arab medium
Chevron Imports July, 2023:
5.03 MM bbls
-3.95 MM bbls Saudi Arab medium
-1.10 MM bbls Iraqi Arab medium
-252,000 bbls Brazilian Tupi medium
7/25/2023 - 300k bbls Alaskan ANS delivered via California
7/31/2023 - 260k bbls Alaskan ANS delivered via Polar Adventure
Martinez Refining:
San Joaquin Valley heavy via Crimson San Pablo Bay/KLM pipelines:
92,266 bbls/day June 2023
PBF Refining Imports June, 2023:
-945,000 bbls Brazilian Tupi medium
-848,000 bbls Ecuadorian Oriente
-149,000 bbls Canadian light
PBF Refining Imports July, 2023:
1.40 MM bbls
-898k bbls Ecuadorian Oriente heavy
-502k bbls Brazilian Marlim heavy
8/14/2023 - 250k bbls Brazilian Tupi delivered via Eva Maersk
8/20/2023 - 300k bbls Oriente delivered via Anwaar Trablus
8/24/2023 - 260k bbls Oriente delivered via Libra Sun
9/2/2023 - 360k bbls Brazilian Tupi delivered via Libra Sun lightered from Leicester
Valero Benicia:
San Joaquin Valley heavy via Crimson San Pablo Bay/KLM pipelines: 84,000 bbls June 2023
Valero Benicia Imports June, 2023:
2.58 MM bbls
-1.11 MM bbls Brazilian heavy-medium
-664,000 bbls Iraqi Arab medium
-405,000 bbls Trinidad & Tobago heavy
-318,000 bbls Ecuadorian Napo heavy
Valero Benicia Imports July, 2023:
4.18MM bbls
-1.34MM bbls Brazilian Tupi medium
-1.03 MM bbls Ecuadorian Oriente heavy
-945k bbls Iraqi Arab medium
-518k bbls Trinidad & Tobago heavy
-347k bbls Argentina Medanito light
8/4/2023 - 180k bbls Iraqi Arab medium delivered via Eagle Hydra lightered from Seaways Raffles
8/10/2023 - 250k bbls Brazilian Tupi delivered via Eagle Hydra lightered from Doris
8/13/2023 - 190k bbls Arab medium delivered via Pacific Garnet lightered from New Wealth
8/19/2023 - 200k bbls Brazilian Tupi delivered via Eagle Hydra lightered from Doris
8/27/2023 - 200k bbls Napo heavy delivered via Althea
Phillips 66 Rodeo:
P66 Imports July, 2023:
1.07MM bbls (Saudi Arab light)
Marathon Martinez (closed)
Washington Refineries
BP Cherry Point:
Canadian light via Transmountain Pipeline: 45,666 bbls/day June 2023
BP Cherry Point Imports July 2023:
2.51 MM bbls
-1.48 MM bbls Western Canadian light
-857,000 bbls Argentina Escalante heavy
-173,000 bbls WCS heavy (rail delivery)
June 2023:
BP Cherry Point Imports June, 2023:
2.21 MM bbls
-1.37 MM bbls Western Canadian light
-841,000 bbls Argentina medium
8/5/2023 - 175k bbls Western Canadian Light delivered via Frankopan
8/7/2023 - 550k bbls Alaskan ANS delivered via Alaskan Explorer
8/17/2023 - 600k bbls Alaskan ANS delivered via Alaskan Explorer
8/19/2023 - 500k bbls Argentine Medanito delivered via Effie Maersk
8/23/2023 - 600k bbls Alaskan ANS delivered via Alaskan Navigator
8/28/2023 - 600k bbls Alaskan ANS delivered via Alaskan Navigator
Phillips 66 Ferndale:
Pipeline deliveries via Transmountain/Puget Sound Pipeline: 69,219 bbls/day CANADIAN LIGHT 2Q 2023
Transmountain/Puget Sound Pipeline: 70,322 bbls/day CANADIAN LIGHT July, 2023
Marathon Anacortes:
Pipeline deliveries via Transmountain/ Puget Sound Pipeline: 50,054 bbls/day CANADIAN LIGHT 2Q 2023.
Transmountain/Puget Sound Pipeline: 59,032 bbls/day CANADIAN LIGHT July, 2023
Marathon Anacortes Imports July, 2023:
-500k bbls Guyana Liza medium
-484k bbls Argentina Medanito light
Hollyfrontier Anacortes:
Pipeline deliveries via Transmountain Pipeline: 48,108 bbls/day Canadian Light crude 4Q 2022.
1/7/2023 - 600k bbls Alaskan ANS delivered via Alaskan Legend
1/29/2023 - 900k bbls Alaskan ANS delivered via Polar Enterprise
3/23/2023 - 500k bbls Alaskan ANS delivered via Polar Discovery
3/29/2023 - 250k bbls Alaskan ANS delivered via Polar Resolution
5/7/2023 - 560k bbls Alaskan ANS delivered via Alaskan Legend
5/11/2023 - 360k bbls Alaskan ANS delivered via Polar Enterprise
5/20/2023 - 400k bbls Alaskan ANS delivered via Polar Resolution
8/4/2023 - 300k bbls Alaskan ANS delivered via Polar Adventure
International Refineries :
1/5/2023- Polar Enterprise made delivery of 900k bbls Alaskan ANS to CNOOC refinery in Huizhou, China.
7/1/2023 - Alaskan Navigator made delivery of 1.2M bbls Alaskan ANS to CNOOC refinery in Huizhou, China,
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