Propane rallies amid crude pricing struggles
April 23, 2020 By Mark Rachal
The oversupply in crude is leading to reduced propane supply, which is causing the value of the two commodities to separate.
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.
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Strategies for playing the current market
February 10, 2020 By Mark Rachal
In recent editions of Trader’s Corner, we discussed the ultra-low price environment for propane, how propane fundamentals have driven prices lower and more.
Read More Has the change in price trend begun?
February 3, 2020 By Mark Rachal
In this issue of Trader’s Corner, Cost Management Solutions takes a look at how and why propane prices rebounded from January 2016 through October 2018.
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Prices and inventory inversely correlated – with exceptions
January 13, 2020 By Mark Rachal
Propane inventory positions are a reflection of all underlying fundamental conditions, such as production, imports, exports and domestic demand.
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Propane prices fall mid-winter
December 30, 2019 By Mark Rachal
It is the middle of winter, yet propane prices are falling even as crude prices rise.
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Dissecting EIA’s latest report
December 16, 2019 By Mark Rachal and Dale Delay
This past Wednesday, the Energy Information Administration released its Weekly Petroleum Status Report, showing data collected for the week ending Dec. 6.
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Hedging within the current propane market
December 9, 2019 By Dale Delay
Most readers of this report know Cost Management Solutions is a company that provides support to retailers that want to hedge. Hedging is often misunderstood as to what it is supposed to accomplish.
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Reviewing natural gas’ relationship to propane
December 2, 2019 By Mark Rachal
Natural gas fundamentals are very important for propane retailers to monitor, since 80 percent of propane supply comes from natural gas processing.
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Drilled/uncompleted well inventory drops as drilling activity slows
November 25, 2019 By Mark Rachal
Drilled/uncompleted well inventory drops as drilling activity slows. U.S. producers have been drilling oil wells faster than they could complete them.
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