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    Latest Analysis / Condensate and Naphtha Monthly

    Condensate & Naphtha Report Monthly - Brothers in arms—does the arrival of an Iranian tanker carrying SPC in Venezuela pave the way for a new trade of Iranian condensate?

    Published: 9 October, 2020

    Highlights:

     Condensate
    • Market Feature: Brothers in arms—does the arrival of an Iranian tanker carrying SPC in Venezuela pave the way for a new trade of Iranian condensate?
    • Supply: Supply in EoS to be relatively flat in the near term due to potential delay to Prelude’s return
    • Demand: Sluggish ...

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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?

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    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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