Highlights Delek US Holdings sees Permian production activity picking up Permian crude exports seen growing as global demand rises Exports of American Gulf Coast Select crude are falling as high prices eat into margins, but rising global oil prices could entice US Permian producers to ease up on capital discipline and increase production more quickly than anticipated, an analysis from S&P Global Platts showed Nov. 8. Receive daily email alerts, subscriber notes & personalize your experience. Register Now In China, AGS margins fell for the week ending Nov. 5 to $5.02/b compared with the $5.67/b for the week ended Oct. 29, while Singapore margins fell from $6.11/b to $5.48/b in the same time period, S&P Global Platts Analytics margin data showed, despite increased regional demand for distillates due to cold weather. S&P Global Platts Analytics forecasts total US crude production to increase to 12.1 million b/d in 2022 from […]