Fitch: Stable Outlook for European Refining
The longer-term sector outlook is more uncertain. Excess refining capacity, the structural decline in fuel consumption because of growing engine efficiency and environmental policies coupled with stronger competition from new refineries in emerging markets are likely to put pressure on the European refining sector.
Exceptionally high refining margins in 2015 helped pure European refiners improve cash flow and credit ratios after difficult years in 2013 and 2014and partly offset declines in upstream results for integrated companies. Sound refining margins that are expected in 2016 compared with the average in 2013 and 2014 will support the credit profiles of European refiners.
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