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    Latest Analysis / Condensate and Naphtha Monthly

    Condensate & Naphtha Report Monthly - COVID-19 impact on refining sees greater thirst for imports into Chinese crackers

    Published: 11 September, 2020

    Highlights:

    Condensate
    • Term Feature: Cracker startup in late 2022 to prompt more regular condensate buying from Hengyi
    • Supply: Condensate supply to gradually rise as production in Australia normalizes and arbitrage flows pick up
    • Demand: Slow recovery in splitter demand due to weakness in downstream sectors ...

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    Previous Issues

    April 15, 2024

    Condensate & Naphtha Report Monthly - Everyone’s been waiting on a dip in Russia’s naphtha exports / Will increasing crude imports from Canada drive more condensate demand from Chinese refiners?

    March 15, 2024

    Condensate & Naphtha Report Monthly - More volatility to come with Russia’s naphtha supply disruptions while South Korean buyers likely to take more caution amid probe

    February 8, 2024

    Condensate & Naphtha Report Monthly - Weak petrochemical complex and increased LPG substitution in Asia cushion impact of relentless spate of naphtha supply disruptions

    January 12, 2024

    Condensate & Naphtha Report Monthly - Next overhang of condensates in May-June to have stronger downward impact on condensate differentials due to naphtha tightness easing through 1H 2024.

    December 15, 2023

    Condensate & Naphtha Report Monthly - Strong pull of diluent from Canada expected through the mid-2020s with higher oil sands output expected

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