Online Encore Session
Propane is one of the most seasonally sensitive commodities, with weather, exports, and logistics able to swing balances and pricing in a matter of weeks. Its fundamentals ripple across the NGL value chain and global markets, making it critical for commercial and analytical teams to connect supply dynamics with demand shifts and anticipate how local trends can influence global outcomes.
RBN’s Propane Master Class was a one-day online program that examined how propane fundamentals shape market economics and commercial outcomes. The curriculum followed propane’s “long and winding road” from the wellhead to the retailer, covering supply, transportation, storage, and distribution, as well as propane’s growing role in international trade.
During these sessions, we discussed NGL takeaway capacity from the Permian, propane economics, and wholesale/retail contract pricing. The program also highlighted how wholesale and retail structures function, from terminals and bulk plants to contract provisions and price formation. The sessions concluded by applying propane’s fundamentals to valuation and demand across petrochemical, agricultural, industrial, and residential/commercial markets.
By bridging supply, flows, demand, and distribution, the Propane Master Class offers a practical approach for interpreting propane’s signals and applying them to commercial strategies.
What to Expect
The Propane Master Class is designed to give participants a fundamentals-driven understanding of propane markets, combining expert presentations with practical modeling exercises and discussion. The program will follow propane from the wellhead through midstream infrastructure, storage, and distribution, highlighting how supply connects to demand across domestic and international markets.
Attendees can expect to explore:
Supply and Midstream Dynamics
How propane is produced, processed, transported, and stored in key U.S. regions.
U.S. Exports and Trade
The growing role of exports, terminal infrastructure, and global pricing relationships.
Demand Sectors
Residential/commercial, petrochemical, industrial, and agricultural markets, and the economic indicators that drive each.
Wholesale and Retail Structures
How propane moves through wholesale channels to retailers and end users, including contracting and pricing mechanisms.
Market Economics
The seasonal, weather-driven, and logistical factors that influence propane’s value in North America and abroad.
