Fuel in Mexico after Harvey
Since Mexico is importing about 55% of its fuel right now, I am thinking a couple of gerry cans may be in order since I am crossign in mid Oct. I remember the closures last December
Forum Discussion
NAFTA effectively confuses the crude export import ratio to the point of utter nonsense. For instance SHELL OIL counts Mexican crude oil as IMPORTS while not counting millions of barrels of refined product exported to Mexico as "Exported".
Why?
Shell Oil owns the crude wharf receiver and tankage at Deer Park Texas. Everything pumped off the tankers is counted as imported crude. But because the refinery itself the process units are a Shell/Pemex joint venture, product shipped out of Houston is not counted as Export.
Mexico has tons of sour dense Maya crude. But it's hard on old-fashioned refineries. And light-ends production is small percentage wise.
The USA has an abundance of Fracked crude. Sweet and light. So bring out Monte Hall for Let's Make A Deal...
Mexico swaps two barrels of Maya sour for one barrel of Fracked crude. This arrangement was publicized about two years ago. The Frack does not go to Mexico. It stays in the USA and is part of the feedstock for Mexican refined comistibles.
I last visited a new plant at the MTZ refinery several years ago. The Process Operator at the new Delayed Coker plant, told me over 90% of the plant's feedstock was "Maya Heavy". The Delayed Coker plant is a miracle in extracting carbon and sulfur from crude oil and guess what...Mexico does not have a Delayed Coker plant in any of it's refineries.
The gasoline price jump down here, called the gasolinaza by Mexicans, was necessary to meet the price of USA refined fuel. Because commodities brokers pay oops I mean influence, the congress of the USA, pressure was put on Mexico to purchase gasoline with 10% alcohol content. I haven't a clue as to the extent or coverage of laced gasoline imports to Mexico. But they are coming for sure.
The imports allowed Mexico to back down domestic refining by 30% averting disaster at under maintained ancient Mexican refineries.
Thanks to pipeline theft, the scheduling of UBA diesel to Mexico City has been set back. Pemex is having a hell of a time trying to make delivery of UBA as incorruptable as possible. But ten thousand pesos slipped in the pocket of a pipeline pumper, can make his memory go bad. Therefore a "pig" which is a plug separator between pumped shipments through the pipe, may get "forgotten" in all the "confusion".
All the "pipas" (truck tankers) in the entire country would have a hard time keeping up with delivering enough UBA diesel to Mexico and Edo de Mexico.
It would be one thing if destitute poverty-stricken people were taking fuel for their cars. But pipeline theft is organized crime and the thieves will murder at the drop of the hat.
I look upon Pemex for fuel like I would if grocery shopping in the USA were a government agency instead of private enterprise. Only Mexico has to deal with a petroleum workers union that is so corrupt it makes the federal Mexican government look as pure as Mother Teresa.
Pobrecito Mexico
Why?
Shell Oil owns the crude wharf receiver and tankage at Deer Park Texas. Everything pumped off the tankers is counted as imported crude. But because the refinery itself the process units are a Shell/Pemex joint venture, product shipped out of Houston is not counted as Export.
Mexico has tons of sour dense Maya crude. But it's hard on old-fashioned refineries. And light-ends production is small percentage wise.
The USA has an abundance of Fracked crude. Sweet and light. So bring out Monte Hall for Let's Make A Deal...
Mexico swaps two barrels of Maya sour for one barrel of Fracked crude. This arrangement was publicized about two years ago. The Frack does not go to Mexico. It stays in the USA and is part of the feedstock for Mexican refined comistibles.
I last visited a new plant at the MTZ refinery several years ago. The Process Operator at the new Delayed Coker plant, told me over 90% of the plant's feedstock was "Maya Heavy". The Delayed Coker plant is a miracle in extracting carbon and sulfur from crude oil and guess what...Mexico does not have a Delayed Coker plant in any of it's refineries.
The gasoline price jump down here, called the gasolinaza by Mexicans, was necessary to meet the price of USA refined fuel. Because commodities brokers pay oops I mean influence, the congress of the USA, pressure was put on Mexico to purchase gasoline with 10% alcohol content. I haven't a clue as to the extent or coverage of laced gasoline imports to Mexico. But they are coming for sure.
The imports allowed Mexico to back down domestic refining by 30% averting disaster at under maintained ancient Mexican refineries.
Thanks to pipeline theft, the scheduling of UBA diesel to Mexico City has been set back. Pemex is having a hell of a time trying to make delivery of UBA as incorruptable as possible. But ten thousand pesos slipped in the pocket of a pipeline pumper, can make his memory go bad. Therefore a "pig" which is a plug separator between pumped shipments through the pipe, may get "forgotten" in all the "confusion".
All the "pipas" (truck tankers) in the entire country would have a hard time keeping up with delivering enough UBA diesel to Mexico and Edo de Mexico.
It would be one thing if destitute poverty-stricken people were taking fuel for their cars. But pipeline theft is organized crime and the thieves will murder at the drop of the hat.
I look upon Pemex for fuel like I would if grocery shopping in the USA were a government agency instead of private enterprise. Only Mexico has to deal with a petroleum workers union that is so corrupt it makes the federal Mexican government look as pure as Mother Teresa.
Pobrecito Mexico
