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Condensate and Naphtha Monthly


 

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 trading market has been thrust increasingly into the spotlight this year with the looming US sanctions on Iran in November 2018. This has pushed differentials for DFC condensate to highs not seen since early 2016. It has also opened the arb for greater volumes of condensates from the west to flow east. This has come at a time when US condensate production has rebounded.

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

This year, the relationship between condensate and naphtha has also been closer than usual. The tight condensate market has prompted splitters in Asia to switch to running full-range naphtha. How long will this continue? We discuss the dynamics between both 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 Markets

Discussion on new and upcoming condensate streams and likely buyers. 

Complete Condensate Data Analytics

Analysis on key buyers and sellers in the condensate market.

Rapid Assessment of Events

Utilization 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.

Access to FGE's Oil Team

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.

Scope of Coverage

Data

  • Condensate supply and imports (actuals & forecasts)
  • Naphtha imports and exports to Asia (actuals & forecasts)
  • Naphtha imports and exports to Asia by grade (actuals & forecasts)
  • 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.
  • Cracker maintenance schedule

Deliverables

  • PDF Report – Monthly PDF copy of the report, providing in-depth analysis of the short-term condensate and naphtha markets.
  • Excel File – 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.
  • Consulting Hours – Alongside the report, clients will have access to 3 hours of free consultation on the driving factors behind the report.

In-Depth Focus

  • Countries Covered: Iran, Qatar, Saudi Arabia, UAE, Bahrain, Kuwait, Oman, India, South Korea, Japan, Taiwan, China, Singapore, Indonesia, Malaysia, Pakistan, Bangladesh, Thailand, Philippines, and relevant exporters in West of Suez
  • Products Covered: Condensate & Naphtha

Interested in finding out more?

Further information on our Condensate & Naphtha Monthly report can be found by downloading our latest brochure.

 

Download Brochure
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This Service Will Add Value To:

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

Research & Analysis

  • Short-Term Global Oil

    FGE's Short-Term Global Oil Market Service provides up-to-date fundamental analysis of the key events and data affecting the oil markets, together wtih consistent forecasting of future trends.



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  • World Oil Market Reports

    FGE’s World Oil Market Reports, part of the core Short-Term Global Oil Market Service, encompasses the key elements of FGE’s global oil service.



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  • East of Suez Oil Service

    FGE's leading East of Suez Oil Service provides clients with the very best research and analytics, information, and insights on the Asia Pacific and Middle East oil markets.



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Briefings/Events

  • Middle East Petroleum Insiders (MPI)

    FGE's annual Middle East Petroleum Insiders (MPI) briefing offers authoritative and insightful analysis regarding the outlook for this crucial region. It will be an opportunity to hear from FGE personnel and discuss issues that are fundamental to how the oil markets evolve with industry leaders.



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  • Pacific Petroleum Insiders (PPI)

    FGE's long-running annual Pacific Petroleum Insiders (PPI) Briefing, trusted by senior management and corporate planners responsible for business development and strategic direction seeking an insightful vision of the Asia Pacific downstream market.



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Further Information

If you require additional information on this or any FGE service, including requesting a trial, or you would like to discuss ways in which FGE can assist you further, please contact a member of our sales team:


Mr. Robert Beckmann - Singapore

Head of Business Development
Tel: +65 6222 0045

Email Robert

Mr. Edo Ndeke - London

Business Development Manager
Tel: +44 (0) 20 7726 9570

Email Edo

Mr. Farhan Sulaiman - Singapore

Business Development Manager
Tel: +65 6222 0045

Email Farhan

Mr. Lance Ruxton - London

Business Development Manager
Tel: +44 (0) 20 7726 9570

Email Lance

Ms. Iren Naseri - Dubai, UAE

Business Development Manager
Tel: +971 4 457 4270

Email Iren

Mr. TJ Braziel - Houston, TX

Business Development Manager
Tel: +1 (281) 819 1983

Email TJ