Qu’ont en commun Joe Biden et Harry S. Truman ?
Les deux présidents ont dirigé les États-Unis à une époque où les stocks américains de carburant distillés étaient exceptionnellement bas. Actuellement, les États-Unis ne disposent que de 106 millions de barils de gazole et de fioul domestique dans leurs stocks commerciaux ; la dernière fois que les stocks étaient aussi bas à la mi-octobre, c’était en 1951, lorsque Truman était à la Maison Blanche. Normalement, les stocks devraient être supérieurs de 30 % à cette période de l’année.
Et les réserves baissent alors que les capacités de raffinage baissent structurellement. Et c’est logique. L’Occident ne veut plus de voitures thermiques, donc il y aura de moins en moins d’investissement dans les capacités de production de carburant et logistiques pour les acheminer. A cela s’ajoute le fait que la demande est très forte partout dans le monde et que la Russie est sortie du marché du raffinage…
Charles SANNAT
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