

OPIS Energy Insights - The Outlook for Home Heating Costs
Sep 29, 2023
Journalist Jessica Marron and analysts Denton Cinquegrana and Tom Kloza discuss the outlook for home heating costs. They explore the impact of rising crude oil prices on natural gas, heating oil, and propane prices. Topics include propane supply gaps, high propane inventories, record-breaking exports, and uncertainties in the heating oil markets. They also delve into factors influencing propane production growth, such as the shale revolution and advancements in drilling. Additionally, they discuss the consequences of fewer distillate wholesalers for retailers and consumers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Impact of Crude Oil Production Cuts on Propane Supply
04:09 • 17min
Propane Inventories and Record-breaking Exports
21:11 • 6min
Uncertainties and Wild Cards in Heating Oil Markets
27:36 • 2min
Factors Influencing Propane Production Growth by US Refiners
29:57 • 3min
Impact of Fewer Distillate Wholesalers on Retailers and Consumers
32:33 • 7min