BPMA and PGE resume lifting 86 thousand barrels of condensate after a disaster
Condensate lifting has resumed after a disaster, restoring supply of crude condensate to the market.
Source →The trace
How it reaches your house.
Starting from Propylene Glycol (PG) Cosolvent, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Propylene Glycol (PG) Cosolvent →supply upPaint and architectural coatings
PG is a critical input here, so a recovery in PG availability should make coatings supply more abundant.
56% confidencePropylene Glycol (PG) Cosolvent →Stands to benefitDow ChemicalDOW
Dow's 18% share and 12-month replacement lead make it a meaningful producer-side beneficiary if PG availability improves.
49% confidencePropylene Glycol (PG) Cosolvent →Stands to benefitLyondellBasell Industries N.V.LYB
LyondellBasell's 15% share and long replacement lead times make it a clear beneficiary of improved PG availability.