ⓘ About this map

The Oil & Gas Supply Chain

The listed majors get the coverage. The state oil companies get the leverage. Aramco's decisions set the price; Exxon's react to it.

ExxonMobil, Chevron, Shell, BP, TotalEnergies get the attention. They are not the biggest players. Saudi Aramco alone out-produces the western majors combined, and most days it is OPEC, not the majors, that sets the price.

The map splits the chain into three: pulling it out, refining it, exporting it. Aramco and Petrobras among the state firms. Marathon, Valero, Phillips 66 in refining. Cheniere in LNG. Put producers and refiners side by side and the relationship tells itself — cheap crude is a producer's problem and a refiner's gift, and they move apart.

The structural story underneath is US LNG export capacity. That is the part that compounds.

Companies & entities in this map

Crude oil, Natural gas / LNG, LPG, Gasoline, Jet / kerosene, Diesel / gasoil, Fuel oil / bunker, Bitumen / asphalt, Lubricants / wax, Petcoke / sulfur, Naphtha (feedstock), Ethylene, Propylene, Aromatics (BTX), Butadiene, Petrochemicals (mix), Polyethylene (PE · 폴리에틸렌), Polypropylene (PP · 폴리프로필렌), PET / polyester (폴리에스터), PVC (폴리염화비닐), Polystyrene / ABS, Synthetic rubber, Saudi Arabia (Ras Tanura/Abqaiq), Russia (Primorsk / ESPO Kozmino), US Gulf (Corpus Christi / Permian), Iraq (Basra), Qatar (Ras Laffan LNG), US Gulf LNG (Sabine/Calcasieu), Nigeria (Bonny), Brazil (Santos pre-salt), Jamnagar (Reliance), Port Arthur (Motiva), Baytown (ExxonMobil), Garyville (Marathon), Rotterdam (Shell Pernis), Ulsan (SK Energy), Yeosu (GS Caltex), Jurong Island (ExxonMobil), Zhoushan (Rongsheng ZPC), Dalian (PetroChina), Mailiao (Formosa), Ruwais (ADNOC), Jubail (SATORP), Al-Zour (KIPIC), Dangote (Lagos), Antwerp (TotalEnergies), Sines (Galp), Dow Freeport, LyondellBasell (Channelview), Westlake (Lake Charles), SABIC (Jubail), LG Chem (Daesan/Yeosu), Braskem (Camaçari), Sinopec (Nanjing/Shanghai), Road paving

Muad'Dib Capital, the Atlas of the Physical Economy. For information only — not investment advice. Company lists are representative selections curated from public sources.

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OIL & GAS › REFINING & EXPORT FLOWS

ALL CRUDE / LNG REFINERS PETCHEM

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● crude/LNG source ◆ refinery ◆ petchem producer ▲ market ⋯ domestic ⋯ export

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