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    Latest Analysis / LPG Confidential

    LPG Confidential Report Issue 9 - Crude rally to US$70/bbl in sight as OPEC+ keeps output unchanged for April—Will we see a swing towards max cracking?

    Published: 5 March, 2021

    Highlights:

    • Market Feature: Crude rally to US$70/bbl in sight as OPEC+ keeps output unchanged for April—Will we see a swing towards max cracking?
    • Term Feature: Australian refinery closures to upturn the country’s LPG supply chain

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    Previous Issues

    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?

    March 21, 2024

    LPG Confidential Report #12 - Supply disruptions continue, keeping naphtha out of the cracking pool

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