In the Know: State of the propane industry
December 29, 2022 By Marty Lerum
To round out 2022, Propane Resources’ Managing Partner Marty Lerum reviews the past 25 years and its impact on the propane industry.
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Expectations versus reality: How low propane prices dropped
December 27, 2022 By Mark Rachal
Our predictions were a little right and wrong. We saw the potential for lower prices, but we significantly underestimated the potential size of the drop.
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Propane price drop contributes to rejection conditions
December 20, 2022 By Mark Rachal
We are at the point of rejection occurring, but it has not been based on our premise that natural gas prices would rise faster than crude and propane’s price.
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Propane remains on the move, its inventory position robust
December 13, 2022 By Brian Richesson
The propane industry avoided what one leader called a “catastrophic” situation when Congress intervened to prevent a national rail union strike.
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A rising tide lifts all boats
December 6, 2022 By Mark Rachal
With propane at such a low value, any change in propane’s fundamentals will allow prices to rise with crude, and prices could rise with crude regardless.
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Propane inventory just keeps building
November 29, 2022 By Mark Rachal
Inventory is 9.7 percent above its five-year average. We have only seen inventory higher than this four times in the past 19 years, says Mark Rachal of CMS.
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Review of propane fundamentals shows strong inventory builds
June 7, 2022 By Mark Rachal
This week, Mark Rachal, director of research and publications for Cost Management Solutions, explores the strong inventory builds recently.
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What drives propane inventory levels?
August 3, 2021 By Mark Rachal
Mark Rachal, director of research and publications for Cost Management Solutions, addresses the fundamental drivers of propane inventory levels.
Read More Fundamentals point to higher propane prices this winter
January 12, 2021 By Mark Rachal
As long as export demand remains strong, there is likely to be continued pressure on inventory and thus support for propane prices.
Read More Propane fundamentals supportive of prices
May 5, 2020 By Mark Rachal
Propane is trading at a record high relative value to WTI crude, which suggests traders see propane fundamentals as more supportive of its price.
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