I hope it’s been a good Thanksgiving for producers, mid-streamers, exporters, consumers, in fact anyone connected with the U.S. NGL business. I was pleased to see that I wasn’t the only one linking propane to Thanksgiving, as I came across a lovely website and a blog produced by Blue Rhino, who appear to be an “exchange of cylinder” driven retailer. Well they have published a blog called “The Beginner’s Guide to the Perfect Thanksgiving Meal”, and in the first paragraph they have mentioned the word “grill” 4 times, just to make sure I have an idea of what’s coming next.
I struggle sometimes when it comes to the Indian LPG market, especially explaining its true impact on the international seaborne trade. I think it mainly comes from spending far too long away from the LPG industry, just as India was starting to thrive, and then coming back to trading models geared predominantly to U.S. exports and FEI pricing, neither with any focus on India.