Tag
refining
Everything xin.bz has published on this topic — news, commodity deep dives, and future insights.
News ·
The Fuel Dock Becomes the Next Shipping Chokepoint
Large-vessel bunker constraints are moving from refinery systems into global freight economics — a 218,000 b/d fuel-oil deficit, 12–15-day Singapore lead times, and the routes, industries and carriers that pay first.
News ·
The Saudi Bypass Is Gone
Drones from Iraq shut the East-West pipeline, the only overland route around Hormuz. The line took two years to build and a decade to reach 7 million barrels a day. Rapid-repair claims meet parts, people, and security limits, and European refiners have lost their October Saudi crude.
Commodity Deep Dive ·
Lithium Is the Battery Metal Mined on Four Continents — and China Holds 70% of the Refining Capacity
Lithium deep dive — 290,000 t of 2025 mine supply after a 31% jump in one year, Australia at 92,000 t, roughly 70% of refining in China, and carbonate at $19,750/t after a 170% rally off the 2025 trough.