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    Latest Analysis / Condensate and Naphtha Monthly

    Condensate & Naphtha Report Monthly - Naphtha getting vertigo with all this vertical integration

    Published: 8 December, 2020

    Highlights:

    Condensate
    • Term Feature: Vietnam potentially a key condensate supplier during this decade?
    • Supply: Middle Eastern supply to rise with potential increase of Iranian exports
    • Demand: Petrochemicals demand is key to the recovery in margins and splitter runs. Positive vaccine development is fueling optimism

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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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