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    Latest Analysis / Condensate and Naphtha Monthly

    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

    Published: 15 March, 2024

    Highlights:

    Condensate
    • Feature: Higher stock levels add pressure to aromatics. Tighter octane and PX heading into summer should provide some support, but with some caveats. Octane crunch may ease slightly with new streams but slowdown in PX capacity growth should keep aromatics supported in the medium term. ...

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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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