Can the US replace Russia’s oil and gas supply to Europe?
March 15, 2022 By Mark Rachal
Mark Rachal, director of research and publications at Cost Management Solutions, examines the ability of the U.S. to supply Europe with oil and gas.
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Can the US stop Russian energy imports and supply Europe?
March 8, 2022 By Mark Rachal
Mark Rachal, director of research and publications for Cost Management Solutions, examines the U.S. energy position in light of the events in Ukraine.
Read More Benchmarks and deciding when to ‘look before you leap’
August 3, 2020 By Mark Rachal
Over the last few Trader’s Corners, we have established some benchmarks for crude and propane. We have discussed…
Read More Expectations for propane pricing relative to crude
June 10, 2020 By Mark Rachal
Mark Rachal looks at the relationship between propane and crude, and what to expect going forward based on that relationship.
Read More Trajectory of refinery throughput to impact propane production
April 14, 2020 By Mark Rachal
Under the current situation where crude is oversupplied on a global basis, U.S. propane supply fundamentals are becoming more price-supportive.
Read More Supply keeping crude markets calm
June 17, 2019 By Mark Rachal
Recently, there have been significant threats to crude supplies, but crude markets have remained relatively calm. Crude prices…
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Growth in US propane supply exceeding demand
February 18, 2019 By Mark Rachal
Propane’s relative value to WTI crude has been falling this year. Comparing propane’s value to crude’s value is…
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Propane prices are riding the crude wave
September 4, 2018 By Mark Rachal and Dale Delay
All of the gain in U.S. propane’s value in 2018 can be attributed to the stronger pricing environment for crude.
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US challenged to disrupt Iranian crude exports
August 13, 2018 By Mark Rachal and Dale Delay
Aug. 7 began the first phase of U.S. sanctions against Iran.
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Crude drilling slowdown could support propane prices
July 30, 2018 By Mark Rachal and Dale Delay
Last week, U.S. crude production hit 11 million barrels per day for the first time ever.
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