A Comprehensive Analysis of Marathon’s Business for IMO 2020

Capt. John
  • The first signs of IMO 2020 are affecting the oil market leading MPC to invested in complex refineries.
  • High sulfur residual fuel estimated to become nearly worthless as the transition of marine fuels to low sulfur fuel oil. However, straight run fuel oil with 0.5% sulfur is now more expensive than Brent crude in northwest Europe for the first time in five years.
  • Refiners operating complex plants with hydrocrackers and hydrotreaters can remove the high sulfur to produce IMO-compliant marine...

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