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Strong gasoline margins supported by supply-side outages and shutdowns
Naphtha supply anxieties from Asia abounds as Ust-Luga naphtha exports remain muted and as MEG refinery works loom
Late summer data shows us that the Wider Arabian Sea middle distillates keep moving West, but several factors are likely to cap export capacity in Q4.
Naphtha supply anxieties from Asia abounds as Ust-Luga naphtha exports remain muted and as MEG refinery works loom
Global butane prices are exhibiting strength relative to their regional propane counterparts, but robust exports could cap this strength
In this piece, we take a look at Atlantic and Pacific basin crude export dynamics, the state of OPEC+ and South America exports, and price dynamics.
