More LPG supply - is this a concern?

Investment Analysis Clubs Hohum's RollerCoaster Ride
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Saudi Aramco announced price cuts on the price of propane and butane to Asian customers. The price cuts themselves are in the 3.25% - 4.2% range.

Are the industrial customers and processors very sensitive to price changes? No idea. A bunch of other factors come into play - how much the shipping market reacted to the port fees issue? where laden spot trading vessels happen to be currently? Panama canal fees?

As mentioned in other threads, BW LPG is a combination industrial player, LPG trader and LPG shipper. I have found BW LPG (BWLP) management’s perspectives on the LPG shipping market quite useful. I know Q3 2025 was looking reasonable well for LPG shipping. Does it continue with some strength thru Q4 2025?

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On a second read, I realize I only factored one price cut round. Apparently, there was a similar $15 - $20 per ton cut for the LPG products in Oct 2025. I guess, double the % I quoted - 6.5% - 8.5%. And there are a few other nuances e.g. US having richer propane content. In any case, BW Group, as the larger entity, has vessels - large (BWLP) and small (Epic Kosan), for shipping and trading.

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