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Latest Reports and Analysis

LPG Confidential Report Issue 19 - Enterprise earnings—the “invisible enemy” (COVID-19) breathes an air of rationality in North America

Published: 30 April, 2020

Highlights:

Market Feature: Sibur plays on the demand see-saw (East/West) for LPG exports
Term Feature: Enterprise earnings—the “invisible enemy” (COVID-19) breeds an air of rationality in North America

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Previous Issues

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LPG Confidential Report #17 - Norway’s NGL output maintains strong momentum on TTF slump – will this continue?

April 18, 2024

LPG Confidential Report #16 - Will FEI-MOPJ turn out to be (a whole lot) more bearish than what the forward curve currently suggests?

April 11, 2024

LPG Confidential Report #15 - A story of crude oil prices, OPEC+ policy, and associated LPG production

April 4, 2024

LPG Confidential Report #14 - Thailand’s LPG production comes roaring back, but at the expense of imports?

March 28, 2024

LPG Confidential Report #13 - How high can butadiene prices go?

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