ULSD

I think LSD is still produced in the USA.

I have tried to find a refinery that still produces LSD in the US and can't find one. Can you explain what reason they would still have to produce it? I haven't seen a fuel pump in years that does not say 15ppm. Why would refineries waste their equipment producing fuel they cannot sell in the US?

I don't know that any US plated tankers go into Mexico but US trucking companies send all kinds of other types of US plated trailers into Mexico by the hundreds everyday. I haven't seen a US tanker but I have not been in Mexico since the rules changed. Could be interesting to keep an eye out for them. I am not sure but it has been said on this forum that there a pipelines carrying fuel from the US into Mexico. I know there are pipelines or that they are being built but not sure what they will be carrying. I just look it up Googling pipeline Van Horn TX to Mexico and it appears it is a natural gas pipeline to supply electric power plants in Mexico . . . . http://transpecospipelinefacts.com/ . . .


Here are selected excerpts about foreign fuel moving into Mexico. Seems like it could come from Gulf Coast refineries which would lead me to think it would go by ship. But then there is a statement that says it could go by railroad. Maybe we won't see trucks - or pipelines? Also sounds like foreign companies must use Pemex existing infrastructure to transport fuel within Mexico. I am sure more can be found online. This may be a start?
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http://www.bloomberg.com/news/articles/2016-05-13/trafigura-looks-to-be-mexico-s-fuel-import-king-as-market-opens

The opening of Mexico’s fuel market offers investment opportunities for trading houses, U.S. Gulf Coast refiners and local companies formerly unable to take advantage of the country’s growing energy demand.


Trafigura and Puma -- which is 48.7 percent owned by the Dutch trading house -- have been awarded 1-year permissions to import a combined 17.8 billion liters of gasoline (112 million barrels) and 9.2 billion liters of diesel (57.9 million barrels). By comparison, Pemex imported more than 150 million barrels of gasoline and 50 million barrels of diesel last year, according to energy ministry data.

The companies must also reach an agreement to use Pemex’s existing infrastructure to distribute within the country, said Rosanety Barrios, head of the energy ministry’s Industrial Transformation Policies Unit. Pemex is expected to allow private companies to use its infrastructure for fuel transportation in the upcoming months, she said.

“If Puma Energy is requesting to import gigantic volumes, at this point it is just a preliminary permit,” Barrios said in a phone interview from Mexico City. It is “brutally optimistic” to think that the companies will be able to transport such a large amount of fuel within Mexico in a year’s time, she said.


Commodity trader Koch Supply & Trading LP was also granted permits to import 2.7 billion liters of gasoline (17 million barrels) and 1.6 billion liters of diesel (10 million barrels). U.S. rail company Kansas City Southern and Mexican mining firm Cobre del Mayo SA de CV also received fuel import permits.


The first volumes will likely move by truck to retail stations on the U.S. border since Pemex hasn’t yet allocated space on its logistics systems and companies haven’t built out their own infrastructure, said Andrew Shepard, refining and oil products market research analyst at Wood MacKenzie. Companies are hesitant to enter the Mexican market before fuel prices are fully liberalized in 2018, Shepard said in an e-mailed response to questions.