In episode three of Back to Fundamentals, Energy Aspects’ Head of NGLs, Samantha Hartke, is joined by oil products analyst, Ciaran Tyler, to discuss the feverish near-term dynamics that kicked off 2021’s LPG markets with a bang.

As the market undergoes some price corrections, we look at what awaits the March restocking period and discuss the risks to feedstocks and downstream petrochemical markets from ongoing—and possibly extended—lockdowns. We also look at the dominance of VLGC freight rates in dictating price action and how long that influence will last.