I’ve been on the road – on walkabout as the Australians would say – for the last four weeks, doing a number of speaking engagements and trips across America. As we all know, all paths lead back to energy, hence, on my travels I have seen a bunch of energy infrastructure that I normally just study on a screen. Hark, here are some of those places, and some corresponding insights via our ClipperData. A couple of weeks ago I was in Philadelphia. On the way from the airport to the southside of the city, you pass by PES’ Philadelphia refinery – the largest refinery on the East Coast with a capacity of 335,000 barrels per day. After crude imports to the refinery dropped to zero in early 2015 amid rising domestic production and crude-by-rail deliveries, we have seen a gradual rebound in imports over the last two years, with […]