
The episode discusses the surge in US butane demand in Asia and its implications for prices and trade flows amidst geopolitical tensions.
Why US butane is in high demand across Asia and what growing export volumes mean for prices, trade flows and infrastructure plans. The war in Iran and the Strait of Hormuz blockade have shaken LPG trade flows, sending delivered butane prices in Asia to multi-year highs and leaving buyers racing to secure alternative supply. US producers and exporters are stepping in fast—but can export capacity and logistics keep up with this unprecedented demand? Host Anu Agarwal (Vice President, Business Development, Argus Oil in Asia) is joined by Amy Strahan (Editor, LPG North America) to examine how Gulf Coast terminals and Mont Belvieu storage are operating at full capacity to keep cargoes moving, and why looming bottlenecks could reshape prices and trade flows in the months ahead.
Explore listener stats, chart rankings, contacts and more on the Argus Media podcast page.