Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

Bullboard - Stock Discussion Forum Cenovus Energy Inc T.CVE.WT


Primary Symbol: T.CVE Alternate Symbol(s):  CVE | CVE.WS | T.CVE.PR.A | CNVEF | T.CVE.PR.B | T.CVE.PR.C | T.CVE.PR.E | T.CVE.PR.G

Cenovus Energy Inc. is a Canada-based integrated energy company. The Company has oil and natural gas production operations in Canada and the Asia Pacific region, and upgrading, refining and marketing operations in Canada and the United States. The Company's segments include Upstream, Downstream, and Corporate and Eliminations. Its Upstream segment includes Oil Sands, Conventional, and Offshore.... see more

TSX:CVE - Post Discussion

Cenovus Energy Inc > CVE OPENING In USGC: Pemex CANCELS 436K B/d In EXPORTS ?
View:
Post by ztransforms173 on Apr 03, 2024 9:42am

CVE OPENING In USGC: Pemex CANCELS 436K B/d In EXPORTS ?

- with TMX OPERATING, CVE will be ABLE to TRANSPORT MORE WCS BARRELS to the US Gulf Coast USING the SPARE CAPACITY of the ENB Canada Mainline PIPELINES to TEXAS

^^^


Mexico’s Pemex to cancel up to 436,000 bpd of crude exports in Apr -document

 
 
 
 
Mexico’s state oil company Pemex has requested its trading unit to cancel up to 436,000 barrels per day (bpd) of crude exports this month as the company gets ready to begin processing domestic oil at the new Olmeca refinery, according to an internal document seen by Reuters on Tuesday.

 

The government has said it will begin processing crude at the Dos Bocas refinery this year, part of Mexican President Andres Manuel Lopez Obrador’s long standing goal of weaning the country off its dependence on foreign gasoline and diesel supplies.

Pemex said last month that its crude oil production in February fell to its lowest level in 45 years, curtailing available supplies.

There is not enough crude, they either refine it or export it. There is not enough crude for both,” a person familiar with the matter said.

The cancellations will reduce exports of Mexico’s flagship Maya crude by 122,000 bpd, Isthmus by 247,000 bpd and Olmeca by 67,000 bpd, according to the document. Term contract customers in Europe, the United States and Asia will be hit, two people said.

It was not immediately clear if more cargo cancellations will occur after April, but one of the people said availability of Maya crude has been dwindling and was unlikely to be resolved soon.

(Reporting by Stefanie Eschenbacher, Editing by Marianna Parraga)

https://boereport.com/2024/04/02/mexicos-pemex-to-cancel-up-to-436000-bpd-of-crude-exports-in-apr-document/

***

- the MEXICAN MAYA heavy sour crude oil blend is a PREFERRED DIRECT COMPETITOR to the DILUTED BITUMEN Western Canadian Select (WCS) crude oil blend by the US Gulf Coast {US GC} REFINERY COMPLEX

- UNLIKE TMX, ALL of the Enbridge EXPORT PIPELINE CAPACITY to the US is on a MONTHLY NOMINATION BASIS

- the ENB PIPELINE APPORTIONMENT will be VERY LITTLE {IF AT ALL ?} as SOON as the TMX STARTS OPERATING

- CVE has the FLEXIBILITY and BOP CAPACITY to FLOW WCS barrels to the US Gulf Coast IF the DEMAND and PRICE IS RIGHT as will be LIKELY with the MISSING MAYA barrels

z173
Comment by downwithdotcom1 on Apr 03, 2024 11:43am
all true BUT how much does CVE really gain with the new proposed TOLLs on the TMX???from whats already been talked about there is contract language that  will easily DOUBLE their TOLLs - maybe $14 bbl??  about the same cost as shipping via unit trains..dwdc
Comment by ztransforms173 on Apr 03, 2024 12:16pm
CVE BOOKED TMX capacity: 125,000 bbls./d CVE NOMINATED ENBRIDGE Canada Mainline pipeline ROUTE to TEXAS: DEPENDS on NOMINATIONS during the MONTH of shipping - both the TMX and ENB tolls are NOT a SIGNIFICANT FACTOR RIGHT NOW as WCS is being PRICED at USD 72+ per barrel - MEG pays about USD 8.50 - 9.50 per pipeline barrel from Hardisty AB to Nederland TX assuming the CONTRACTED 100,000 bbls/d  ...more  
The Market Update
{{currentVideo.title}} {{currentVideo.relativeTime}}
< Previous bulletin
Next bulletin >

At the Bell logo
A daily snapshot of everything
from market open to close.

{{currentVideo.companyName}}
{{currentVideo.intervieweeName}}{{currentVideo.intervieweeTitle}}
< Previous
Next >
Dealroom for high-potential pre-IPO opportunities