tag:blogger.com,1999:blog-5235419263414453422.post852881503939927484..comments2024-02-23T01:30:06.101-08:00Comments on Early Warning: Where is Oil Consumption Stagnating/Declining?Stuart Stanifordhttp://www.blogger.com/profile/07182839827506265860noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-5235419263414453422.post-48962310905846020112010-09-14T05:28:56.551-07:002010-09-14T05:28:56.551-07:00Hmmm - I'm not too sure about those JODI numbe...Hmmm - I'm not too sure about those JODI numbers. They are labelled "Refinery Input/Demand", rather than being final demand, and the pattern of them is very different than the EIA numbers.Stuart Stanifordhttps://www.blogger.com/profile/07182839827506265860noreply@blogger.comtag:blogger.com,1999:blog-5235419263414453422.post-31412532170083304472010-09-14T04:30:26.749-07:002010-09-14T04:30:26.749-07:00KLR - thanks! I somehow hadn't registered tha...KLR - thanks! I somehow hadn't registered that JODI had consumption data.Stuart Stanifordhttps://www.blogger.com/profile/07182839827506265860noreply@blogger.comtag:blogger.com,1999:blog-5235419263414453422.post-55131746026420647462010-09-14T01:55:56.238-07:002010-09-14T01:55:56.238-07:00JODI has numbers through June. Diffs of average J...JODI has numbers through June. Diffs of average Jan-May from EIA range from .69 for USA to 231.23 for Canada. Average YOY diff in demand for March-June, data from JODI:<br /><br />China 1491.47<br />United States 556.71<br />Brazil 249.05<br />Indonesia 233.45<br />Canada 233.07<br />Netherlands 161.2<br />India 148.83<br />Iraq 126.67<br />Mexico 91.62<br />Saudi Arabia 59.33<br />Chinese Taipei 45.39<br />Venezuela 26.5<br />Australia 15.89<br />Poland 10.86<br />Korea 6.83<br />France 5.13<br />Thailand 3.52<br />Japan 0.48<br />Germany -7.88<br />Turkey -11.68<br />Iran -12.33<br />Malaysia -21.78<br />Italy -23.71<br />Spain -28.66<br />Belgium -49.57<br />South Africa -55.01<br />United Kingdom -85.09<br />Egypt -459.63<br /><br />Better formatted list and some comments on Brazil posted <a href="http://www.theoildrum.com/node/6919#comment-714288" rel="nofollow">here at TOD.</a>KLRhttps://www.blogger.com/profile/00691172491186270514noreply@blogger.comtag:blogger.com,1999:blog-5235419263414453422.post-79009526922176473812010-09-13T11:01:18.384-07:002010-09-13T11:01:18.384-07:00Well, very interesting...
One could look at it tw...Well, very interesting...<br /><br />One could look at it two ways - Europe is in much worse situation than US - which I personally doubt.<br /><br />Or OECD customers have more options - possibilities to switch to other transport options - compare to US transport system where public transport and trains are less availabe IMHO...<br /><br />Also it would be interesting to compare currency rate, it could be that with more streng dollar in recent months - and oil is still priced in US dollar - OECD customers were kind of priced out of market and reduced their demad - while US notUnknownhttps://www.blogger.com/profile/14291759181837047265noreply@blogger.comtag:blogger.com,1999:blog-5235419263414453422.post-38085131954857591172010-09-13T10:21:27.280-07:002010-09-13T10:21:27.280-07:00This ise exactly what we would like climate change...This ise exactly what we would like climate change policies would do-but without loosing the jobs of course... AlexAlexander Achttps://www.blogger.com/profile/16845172528191878930noreply@blogger.com