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Condensate & Naphtha Monthly


FGE’s Condensate and Naphtha monthly dissects and examines the volatile short-term market for condensate, to deliver clear, concise and insightful views on the forward market.

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Overview

FGE’s Condensate and Naphtha Service dissects and examines the volatile short-term market for condensate, to deliver clear, concise and insightful views on the forward market.

The East of Suez condensate market is in a constant state of flux. Given the concentration of supply in the Middle East, condensate is often caught in the crossfire of regional geopolitical tensions.

On the demand side, condensate lies at the heart of Asia’s large aromatics industry. This has resulted in steady arbitrage flows from West to East.

In our monthly report, we look closely at both condensate supply and demand East of Suez and forecast Eastern balances. We factor-in regular flows from the West and how much more condensate may be needed based on Eastern requirements.

At times, the tight condensate market has prompted splitters in Asia to switch to running heavy full-range naphtha. How long will this continue? In this report we also discuss the dynamics between both feedstock markets and the eventual impact on naphtha prices.

Features & Benefits

  • Leading Fundamental Analysis Up-to-date comprehensive analysis of key fundamental drivers in the global condensate market.
  • Complete Coverage of the Global Condensate & Naphtha Markets Discussion on new and upcoming condensate and naphtha streams and likely buyers.
  • Market Analysis Analysis of key buyers and sellers in the condensate market.
  • Access to Regional Oil Analysts/Consultants Clients of our research, analysis, and data analytics can benefit from having consistent access to technical and/or commercial information about the condensate and naphtha markets.
  • Rapid Assessment of Events Utilisation of knowledge and experience which allows rapid assessment of current and future condensate and naphtha market happenings.
  • Accurate Price Forecasts Price forecasts for condensate and naphtha benchmarks East of Suez.

Scope of Coverage

  • Data
    • Condensate supply and imports (actuals & forecasts).
    • Naphtha imports and exports to Asia by grade (actuals & forecasts).
    • Short-Term forecasts (12-months) and 12-months history.
    • Prices (actuals & forecasts): Brent, Dubai, CFR Japan Naphtha, NWSC-Brent, Senipah-Brent, LSC-Dubai, DFC-Dubai, SPC-Dubai, DFC-Naphtha, NWSC-Naphtha, Propane-Naphtha, Butane-Naphtha, PX-Naphtha, Ethylene-Naphtha, EF-Dubai, Naphtha Crack vs. Brent, Brent/Dubai.
    • Naphtha imports and exports to Asia by grade (actuals & forecasts).
    • Cracker maintenance schedule.
  • Deliverables
    • Monthly Report providing in-depth analysis of the short-term condensate and naphtha markets.
    • Consulting hours - Alongside the report, clients will have access to three hours of free consultation on the driving factors behind the report.
    • Monthly data files which cover country-level export and import numbers for condensate and naphtha for key East of Suez countries, as well as price forecasts.
  • Products Covered
    • Condensate
    • Naphtha

This Service Will Add Value To

  • Traders developing trading and hedging strategies built on detailed fundamental research.
  • National Oil Companies undertaking research on key global trends and making strategic decisions.
  • Producers and marketers keen on getting a condensate demand outlook.
  • Midstream Companies formulating their future policy and hedging strategies.
  • Refiners making decisions on feedstock procurement.
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