Yuichiro Kimura @11兆円の伝票切った
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Yuichiro Kimura @11兆円の伝票切った
@a6m3dorian
Finance部門勤務。焚き火、ガサガサ、内外旅行、グルメ、歴史、減税、 自由主義、ドローン、キックボード、ピークオイル、ステ14年→脱ステ&保湿20年 2025の目標:人に頼る


🚨Why U.S. Refineries Still Rely on Middle Eastern Heavy Sour Crude ; And Why Sour Matters for Diesel: Despite the shale boom making the United States the world’s largest crude oil producer, America remains a net importer of crude oil. In early 2026, U.S. refineries continue to import around 6.5 million barrels per day of foreign crude while exporting roughly 3.8 million, a structural gap driven not by overall volume, but by chemistry and refinery design. WTI light sweet crude, the benchmark from the Permian and other U.S. basins, is ideal for producing high yields of gasoline and jet fuel with minimal processing. It’s light (flows easily, high API gravity) and sweet (very low sulfur, typically under 0.5%). But most American refineries, particularly the complex Gulf Coast facilities that make up nearly 70% of U.S. capacity, were engineered decades ago to run on a blend that includes heavier, sour crudes from the Middle East, Canada, and Latin America. ⭕️Here’s where heavy sour crude becomes essential, especially for diesel production: Heavy sour grades have higher density and significantly higher sulfur content (often >0.5%, sometimes much more). They contain more complex, longer hydrocarbon chains that end up in the “bottom of the barrel” during initial distillation. U.S. Gulf Coast refineries are equipped with advanced upgrading units, cokers, hydrocrackers, and hydrotreaters, precisely to break down these heavy residues and convert them into valuable middle distillates like diesel and jet fuel. Sour crude’s sulfur must be removed through energy-intensive hydrodesulfurization (hydrotreating), a process that turns sulfur compounds into hydrogen sulfide for capture. This step is critical because modern environmental regulations demand ultra-low-sulfur diesel (ULSD) for cleaner combustion in trucks, ships, and heavy equipment. Without the heavy molecules from sour crude, and the sophisticated equipment designed to process them, refiners couldn’t maximize diesel output efficiently. Running pure light sweet WTI would leave expensive upgrading capacity underutilized, reduce overall yields of diesel, and hurt refinery margins. In practice, about 90% of U.S. crude imports are heavier than domestic shale oil for exactly this reason: the blend optimizes the full product slate (gasoline + diesel + petrochemicals) while keeping costs competitive for American consumers and exporters. Middle Eastern heavy sour barrels (from Saudi Arabia, Iraq, and others) remain strategically important not just for volume, but for the molecular profile that keeps the world’s largest refining system running at peak efficiency. Disruptions to these supply chains, whether from geopolitical tensions or Hormuz risks, could force costly adjustments, lower diesel availability, and raise prices at the pump and for freight. #OilMarkets #WTI #Diesel #EnergySecurity #USRefineries







「必要な原油は確保できている。他国からの輸入に切り替えるべく準備している」との高市首相のXでの投稿について、「目を覚ましてください」と反応したコネクトエネルギー合同会社の境野春彦氏 「間違いなく、今の状況が続けば日本は6月に詰む」 #報道特集











