Archive for category: Market Research Commentary

International Market Highlight – March 12, 2026

The March 12, 2026 International Market Highlight focuses on a possible LPG shipment to Cuba, while also emphasizing the continuing effects of the conflict in Iran on the Middle East, Asia, and India.

India’s Fuel Revolution: Part Three

Our journey through India’s Fuel Revolution continues. Part One examined the "Kitchen Revolution". Part Two explored the challenges of "Heating in a Warming Climate." In Part Three, we take a look at the "Railway Revolution," examining the transformation of world’s fourth-largest railway network from steam to electricification.

International Market Highlight – March 5, 2026

The International Market Highlight for March 5, 2026 features news of how the joint US-Israel conflict with Iran is impacting oil prices in the US; exports in the Middle East; the widening US-Asia LPG arbitrage; and forcing South Korea to tap strategic petroleum reserves.

Current Events – March 2026

Over the past weekend, a joint operation between the U.S. and Israel killed the Supreme Leader of Iran. Will this result in a regime change for Iran? And how will this conflict impact oil prices and the global energy markets? Our March 2026 Current Events post examines possible immediate and long-term effects of this conflict, while exploring some important points to consider when thinking about these events.

International Market Highlight – February 26, 2026

The International Market Highlight for this week centers news of increased LPG exports from Argentina; a tightening LPG market in the Middle East; rising cost pressures in the US market; and new requirements from Colombia’s government relating to imported gas or LPG from Venezuela.

International Market Highlight – February 19, 2026

The International Market Highlight for February 19, 2026, features news that the 39th AIGLP Congress will be in Argentina in March; a new shallow-water drilling unit has arrived in Venezuela; slowing US propane production growth; and the widening spread between CFR Japan vs. Mont Belvieu Delivered.

International Market Highlight – February 12, 2026

The International Market Highlight for this week focuses on increasing annual LPG demand in Brazil; Germany’s attempts to diversify oil and gas supplies away from the US; Venezuela’s operational fragility; and current warmer weather forecasts for the South and Central US.

Westlark Advisors: Thoughts on the Current Market

Westlark Advisors Team Member, Allan Degenhardt, shares his thoughts on the current market. Some of the important issues we are monitoring currently include geopolitical events and the basic fundamental trends we, as energy professionals are very familiar with.

International Market Highlight – February 5, 2026

This week’s International Market Highlight spotlights the fragility of Cuba’s energy system; while also shining a light on Brazil’s increased logistical efficiency; Ecuador’s investment in LPG infrastructure; and Colombia’s increased LPG imports.

Current Events – February 2026

A recent trade agreement between India and the United States could cause a shift in the global oil flow, changing the overall energy landscape and impacting the greater energy markets.

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