Managing supply price risk in the second half of winter
January 2, 2024 By Mark Rachal
This week, Mark Rachal, director of research and publications, analyzes the risk of higher prices in the second half of winter.
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This week, Mark Rachal, director of research and publications, analyzes the risk of higher prices in the second half of winter.
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This year’s Trader’s Corner reports featured records, refreshers and other market insights from Mark Rachal of Cost Management Solutions.
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This week, Mark Rachal, director of research and publications at Cost Management Solutions, analyzes propane demand and the current weather forecast for this winter.
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The LPG industry’s supply leaders and market insiders looked at propane supply and demand dynamics in 2021 during LPG Week in Dubai.
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Mark Rachal looks at the relationship between propane and crude, and what to expect going forward based on that relationship.
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Propane industry leaders are beginning to take notice and consider what recent market dynamics might mean for propane supply this winter.
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Propane’s more supportive fundamental picture will keep it from falling to the extremely low values witnessed at the beginning of the year.
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As citizens sheltered in place, there was a dramatic shift in crude demand, leading to an extreme oversupply that has most available crude storage nearing capacity.
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Weekly estimates from the Energy Information Administration show a robust U.S. propane export market. Exports have been above…
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Additional NGL takeaway capacity delays in the Northeast are creating a ceiling for wet gas production and putting downward pressure on earnings for the operators in the region, East Daley Capital Advisors reports.
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