Brandon Rivera Barrón | Energía & Combustibles

CDMX | Analizando día a día el mercado energético y la economía de los combustibles. Energía, precios, política fiscal e hidrocarburos.

[Brandon Rivera Barrón | Energía & Combustibles @BrandonSHCP]

Comparto unbreve análisis sobre el estímulo fiscal al IEPS de combustibles automotrices, su metodología de cálculo e impacto en los precios de gasolinas y diésel en México
#IEPS #SHCP #Mexico #Gasolina #Diesel #Energia
https://t.co/ojZ6vFT4Wa

[Sputnik Mundo @SputnikMundo]

🐢 🇲🇽 Una nueva esperanza: nacen millones de tortugas en el occidente de México

🌴 Las playas de Michoacán (occidente mexicano) registraron el nacimiento de más de 6,7 millones de tortugas marinas de las especies golfina, negra y laúd, esto durante la temporada de anidación y liberación 2025-2026.

ℹ️ Autoridades informaron que fueron resguardados más de 25.000 nidos en 25 campamentos tortugueros ubicados en Lázaro Cárdenas, Aquila y Coahuayana, en el este de la entidad.

🏖 Gracias a estas acciones, millones de crías lograron llegar al océano Pacífico, fortaleciendo las poblaciones de tortugas marinas y contribuyendo al equilibrio de los ecosistemas costeros.

[Dr Richard Hirschson @richardhirschs1]

Global and local trade/transportation depends on ships and trucks which use diesel.

Diesel for December 2027 delivery is going vertical, as are trucking spot rates.👇

Ship bunker fuel hits tank bottoms in coming months.

Everything is about to cost a lot more.

https://t.co/5bIoEkV4r6

[Brandon Rivera Barrón | Energía & Combustibles @BrandonSHCP]

Venezuelan heavy crude is becoming a tailwind for US Gulf Coast refiners. These barrels are ideally matched to complex refinery configurations, supporting higher distillate yields and stronger margins.

Meanwhile, Mexico is increasingly prioritizing domestic crude processing, reducing export availability.

#Oil #Refining #USGC #RefineryMargins #Diesel #JetFuel #CrudeOil #EnergyMarkets #Venezuela #Mexico #OOTT

[JH @CRUDEOIL231]

As more Venezuelan barrels bleed into the USGC, it’s sparking a fierce turf war with Mexico, the traditional heavyweight for sour grades in the Gulf.

USGC refiners are sitting pretty with more optionality and pricing leverage, while those marginal Mexican cargoes getting squeezed out of the Gulf are now turning their eyes toward Asia.

Look, I’m not trying to litigate the geopolitics or the justification behind the Venezuela invasion here, but it's getting blindingly obvious it’s been a massive money printer for the USGC refiners.

#oott #iran

[Brandon Rivera Barrón | Energía & Combustibles @BrandonSHCP]

🇷🇺 Russia's latest production decline highlights a critical reality: refining capacity matters as much as crude supply.

Ukrainian drone strikes continue disrupting refinery operations, tightening diesel and jet fuel markets while supporting refinery margins globally.

Watch refining, not just crude.

#Refining #Diesel #JetFuel #RefineryMargins #OilMarkets #EnergyMarkets #CrudeOil #Commodities

[OilPrice.com @OilandEnergy]

For the first time, Moscow has admitted crude output is lower than at the start of 2026. Russia says refinery outages are weighing on production as Ukraine intensifies attacks on key refining and export assets. #EnergySecurity #CrudeOil #Geopolitics

https://t.co/aV5Xt3vxsa

[Tom Kloza @TomKloza]

This year actually finds utilization rates understated. EIA is still counting the ~180k Valero Benicia refinery in its base.

[Brandon Rivera Barrón | Energía & Combustibles @BrandonSHCP]

🚨 Refining markets are sending a clear signal: diesel and jet fuel—not crude—are driving profitability. As distillate markets tighten, refinery margins increasingly depend on maximizing middle distillate yields.

Watch products, not just crude. #Oil #Refining #Diesel #JetFuel #RefineryMargins #EnergyMarkets #Commodities #Distillates #OilMarket
https://t.co/Li2xRsq6Rl

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Gasoline futures flirting with fresh lows back to mid-March.. good news!

$3.06 implies another $0.25 lower at the pump in the next couple weeks. $RB_F $UGA

[Joaquín López-Dóriga @lopezdoriga]

En serio, ¿nadie pudo prever algo tan elemental en Nuevo León?

A siete días del Mundial Japón tuvo que cambiar sus planes para entrenar en las instalaciones de Rayados de Monterrey por las pésimas condiciones de las canchas que recibió en la UANL.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Gas prices fall again.. $4.241 AAA

Just about 4 years ago today, we crossed above $5

[Latinometrics @LatamData]

MEXICO | 85% of exports to the US are exempt from proposed forced-labor tariffs as they comply with T-MEC, the regional trade deal.

(Expansión)

[Hedgeye @Hedgeye]

🇺🇸 U.S. trucking rates surge to the highest level since 2022

[Wall Street Mav @WallStreetMav]

California is about 4 weeks away from running out of jet fuel and diesel.

The issue is that there is no pipeline setup to get these fuels to California from other parts of the USA.

There are simply not enough tankers arriving in California to meet current demand.

The Strait of Hormuz is reducing oil supply and certain areas of the world without their own refineries are losing access to fuel.

[Sputnik Mundo @SputnikMundo]

⚡️ El expresidente mexicano López Obrador vuelve otra vez de su retiro para respaldar a Sheinbaum y acusa intentos de injerencismo de EEUU

[John Kemp @JKempEnergy]

JET FUEL prices are retreating despite the continued closure of the Strait of Hormuz as crude prices fall in response to expectations of an early resumption of tanker traffic and refiners prioritise production of jet and other middle distillates at the expense of gasoline. Singapore jet prices have averaged $136 so far in June down from $165 in April. Jet prices are still up by two-thirds compared with before the war but the increase has fallen from double in April:

[竹内 達也｜Tatsuya Takeuchi🖋📸⚽️ @thetheteatea]

ここは素晴らしい広場。

[RT en Español @ActualidadRT]

🌐📈50 % vs. 20 %: Así los BRICS superan al G7 en la economía global

Sepa más:
https://t.co/S0BgEOP3He

[Patrick De Haan @GasBuddyGuy]

ICYMI, Florida gas prices cycled to $3.99 last night

[Brandon Rivera Barrón | Energía & Combustibles @BrandonSHCP]

🚨 U.S. refiners are maximizing jet fuel output, but at the expense of gasoline and diesel inventories.

The system can shift yields temporarily, but it can't create barrels. Distillate stocks remain the key market to watch.

#OOTT #Diesel #JetFuel #Gasoline #Refining #EnergySecurity #OilMarkets #Distillates #ULSD #EnergyMarkets

[John Kemp @JKempEnergy]

U.S. refiners boost jet output by squeezing diesel and gasoline

Responding to the closure of the Strait of Hormuz, U.S. oil refiners have boosted fuel production to the highest seasonal levels since before the pandemic, with an emphasis on jet fuel at the expense of other middle distillates and gasoline.

The extraordinary increase in jet output and exports illustrates the flexibility in the refining and fuel supply system to adjust to disruptions.

But it is not sustainable in the medium term to continue boosting jet at the expense of running down stocks of other fuels.

Refined oil stocks are already depleting rapidly as refiners prove unable to satisfy surging export demand while maintaining supply to domestic customers ...

[Brandon Rivera Barrón | Energía & Combustibles @BrandonSHCP]

As Patrick De Haan notes, U.S. refiners ran hard this spring, pushing average utilization to 90.6%, one of the highest levels on record.

Yet fuel markets remain tight. The issue isn't crude supply—it's refined product capacity.

#OOTT #Refining #Diesel #Gasoline #ULSD #EnergyMarkets #OilMarkets #EnergySecurity

[Patrick De Haan @GasBuddyGuy]

crack spreads near historic highs gave refiners every incentive to keep units running this spring — and they did. lightest maintenance in years pushed avg utilization to 90.6%, 7th best on record. add CA's Benicia closure and current utilization hits ~95.5%. tight summer ahead.

[Alfredo Jalife-Rahme @AlfredoJalife]

Bloomberg pega muy duro:Mexico Investment Extends One of Longest Slumps in Decades
The decline underscores concerns over the government’s domestic policies and uncertainty over tariffs and trade with the US, the country’s No. 1 trading partner.