{"podcast":{"title":"EnergyCents","slug":"energycents-231593","podcast_index_feed_id":231593,"rss_url":"https://feeds.libsyn.com/477543/rss","website_url":"http://www.ihsmarkit.com/energyblog","image_url":"https://static.libsyn.com/p/assets/3/3/6/5/336528da6e747fc888c4a68c3ddbc4f2/EnergyCents-1_3000x3000_copy-20240125-7ie2a2mptb.png","author":"EnergyCents & Upstream In Perspective | SPGCI","episode_count":300,"summary":"IHS Markit is now part of S&P Global. Hear exclusive energy insights and analysis, and engage with our experts as we explore the complex environment that shapes global energy markets. Follow EnergyCents, featuring our experts discussing the intersection of the financial and energy industries.","last_synced_at":"2026-09-17T22:22:36.092453+00:00","page_url":"https://stenobird.com/podcast/energycents-231593"},"episode":{"title":"Marginal utility: Lack of new capacity leads to boom time for North America refining (Ep. 256)","slug":"marginal-utility-lack-of-new-capacity-leads-to-boom-time-for-north-america-refining-ep-256","published_at":"2026-08-06T13:09:00+00:00","page_url":"https://stenobird.com/podcast/energycents-231593/marginal-utility-lack-of-new-capacity-leads-to-boom-time-for-north-america-refining-ep-256","show_page_url":"https://stenobird.com/podcast/energycents-231593","url":"https://3671a946-93e7-4b5e-9970-a632dbe13461.libsyn.com/marginal-utility-lack-of-new-capacity-leads-to-boom-time-for-north-america-refining-ep-256","audio_url":"https://traffic.libsyn.com/secure/3671a946-93e7-4b5e-9970-a632dbe13461/EnergyCents_refining.mp3?dest-id=4056072","summary":"Fresh investment in North American refining infrastructure stalled in prior years as the sector braced for long-term demand destruction. However, capacity has fallen faster than demand and profit margins are now healthier than many expected. Refining expert Debnil Chowdhury joins hosts Hill Vaden and Sam Humphreys to discuss the North American refining landscape and how disruptions in the Strait of Hormuz and Russia are contributing to high utilization and profitability for the sector. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en","meta_description":"Fresh investment in North American refining infrastructure stalled in prior years as the sector braced for long-term demand destruction. However, capacity…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1974,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/energycents-231593/episodes/marginal-utility-lack-of-new-capacity-leads-to-boom-time-for-north-america-refining-ep-256/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/energycents-231593/marginal-utility-lack-of-new-capacity-leads-to-boom-time-for-north-america-refining-ep-256.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}