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Solving the mystery of propane forwards

November 27, 2023 By Mark Rachal

Mark Rachal, director of research and publications for Cost Management Solutions, describes how propane forwards function.

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This article is tagged with Cost Management Solutions, exports, inventory, Mark Rachal, Mont Belvieu, pipeline, propane demand, propane exports, propane fundamentals, propane inventories, propane inventory, propane price, propane prices, Trader's Corner, U.S. Energy Information Administration (EIA), winter and posted in Blue Flame Blog

Photo: tttuna/E+/Getty Images

EIA to provide new propane data point

November 20, 2023 By Mark Rachal

The Energy Information Administration will provide a new data point in its Weekly Petroleum Status Report that will benefit those in the propane industry.

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This article is tagged with Conway, Cost Management Solutions, exports, inventory, Mark Rachal, Mont Belvieu, propane demand, propane exports, propane fundamentals, propane inventories, propane inventory, propane prices, Trader's Corner, U.S. Energy Information Administration (EIA), winter and posted in Blue Flame Blog

Chart 1: Crude Weekly Commercial Inventories (Chart: Cost Management Solutions)

Weaker crude puts propane into counter-seasonal pricing trend

November 13, 2023 By Mark Rachal

Cost Management Solutions encourages caution about the second half of this winter given the high inventory positions and concerns for propane demand.

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This article is tagged with Cost Management Solutions, exports, inventory, Mark Rachal, propane demand, propane exports, propane fundamentals, propane inventories, propane inventory, propane prices, Trader's Corner, U.S. Energy Information Administration (EIA), winter and posted in Blue Flame Blog

Chart 2: US Propane/Propylene Production 2018 Forward (Chart: Cost Management Solutions)

Propane exports key to winter pricing

November 6, 2023 By Mark Rachal

Mark Rachal, director of research and publications for Cost Management Solutions, examines various scenarios for propane exports that could happen this winter.

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This article is tagged with China, Cost Management Solutions, domestic demand, exports, inventory, Mark Rachal, Mont Belvieu, propane dehydrogenation (PDH), propane demand, propane exports, propane fundamentals, propane inventories, propane inventory, propane prices, Trader's Corner, winter and posted in Blue Flame Blog

Chart 2: Total US Propane/Propylene Inventory (Cost Management Solutions)

Propane is a cheap Btu

October 30, 2023 By Mark Rachal

Cost Management Solutions’ Mark Rachal, director of research and publications, discusses propane’s relative value to crude and inventory options this winter.

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This article is tagged with Cost Management Solutions, crude, crude inventory, financial hedging, inventory, Mark Rachal, Mont Belvieu, propane fundamentals, propane inventories, propane inventory, propane prices, Trader's Corner, weather, West Texas Intermediate (WTI), winter and posted in Blue Flame Blog

Photo: tttuna/E+/Getty Images

Potential end-of-winter inventory positions

October 23, 2023 By Mark Rachal

This Trader’s Corner reviews end-of-winter inventory positions since 2015 and evaluates possibilities for inventory at the end of winter 2023-24.

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This article is tagged with Cost Management Solutions, crop drying, Department of Labor (DOL), El Niño, Mark Rachal, Mont Belvieu, propane fundamentals, propane inventories, propane inventory, propane prices, Trader's Corner, West Texas Intermediate (WTI), winter and posted in Blue Flame Blog

Chart 1: Total US Propane Exports 2018 Forward

Weak propane prices expected despite strong export activity

October 16, 2023 By Mark Rachal

Cost Management Solutions’ bias toward a weaker propane prices is based primarily on its outlook for domestic propane demand.

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This article is tagged with Cost Management Solutions, crop drying, Department of Labor (DOL), El Niño, Mark Rachal, Mont Belvieu, propane fundamentals, propane inventories, propane inventory, propane prices, Trader's Corner, U.S. Energy Information Administration (EIA), winter and posted in Blue Flame Blog

Chart 3: Current - Total U.S. Propane/Propylene Inventory

Propane inventory starts winter at record high

October 9, 2023 By Mark Rachal

Cost Management Solutions’ Mark Rachal revisits the latest propane inventory position and how it might impact the 2023-24 heating season.

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This article is tagged with Cost Management Solutions, Mark Rachal, Mont Belvieu, propane fundamentals, propane inventories, propane inventory, propane prices, Trader's Corner, U.S. Energy Information Administration (EIA) and posted in Blue Flame Blog

Chart 1: Belvieu Propane Percent of Crude (High Low Percentage 2018-2023) Chart: Cost Management Solutions

Potentially weak winter demand

September 18, 2023 By Mark Rachal

In this week’s Trader’s Corner, Mark Rachal, director of research and publications for Cost Management Solutions, discusses propane demand for the upcoming winter.

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This article is tagged with Cost Management Solutions, crude prices, crude production, El Niño, Mark Rachal, propane fundamentals, propane prices, Trader's Corner, U.S. Energy Information Administration (EIA), West Texas Intermediate (WTI) and posted in Blue Flame Blog

Chart 2: Crude Weekly Commercial Inventories Click to enlarge

Revisiting the state of crude prices

September 11, 2023 By Mark Rachal

Mark Rachal, director of research and publications with Cost Management Solutions, revisits the current state of crude prices through 2024.

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This article is tagged with Cost Management Solutions, crude prices, crude production, Mark Rachal, propane fundamentals, propane prices, Trader's Corner, U.S. Energy Information Administration (EIA), Ukraine, West Texas Intermediate (WTI) and posted in Blue Flame Blog