In our monthly service, we provide detailed information on East of Suez focused condensate export supply and import demand and West-East arb, alongside grade-by-grade trade balances of naphtha in the Asia Pacific region. This comes with and outlook for key prices, spreads and margins (e.g. key condensate differentials, key petrochemical-naphtha spreads, LPG-naphtha spreads and key naphtha grade differentials. Included within the data pack, is outage data for condensate splitters, steam crackers and PX unit. This data pack includes forecasts that span the next 6-months.
In our long-term condensate annual report you will also receive access to global condensate supply and demand projections to 2040, petrochemical trends in Asia, condensate trade flows into Asia, US and West of Suez condensate outlook, naphtha long-term outlook, regional condensate market dynamics, Middle East condensate outlook, dynamics between crude, condensate, naphtha and petrochemicals.
For Naphtha, the annual report would include a trade focused global balance projections to 2040 which takes into account grade-by-grade supply and sectoral demand breakdowns. The report taps on FGE’s internal capabilities to highlight trends in refinery capacity, configurations and integrations and the impacts on the naphtha fraction, alongside trends in aromatics, olefins, petrochemical feedstocks. This culminates in a long run view of the global dynamic surrounding naphtha trade and pricing.