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    Latest Analysis / LPG Confidential

    LPG Confidential Report Issue 20 - Eyes too big for their stomachs?—India overbuys LPG for May & June

    Published: 8 May, 2020

    Highlights:

    • Market Feature: Eyes too big for their stomachs⁠—India overbuys LPG for May & June
    • Term Feature: A cracking good time for olefins margins in 3Q? Less than likely

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    Previous Issues

    April 25, 2024

    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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