Asia’s Naphtha Prices Jump After Attack on Russian Fuel Tanker

  • Margins reach highest since May 2022 in Monday trading
  • Rising costs of the fuel will harm petrochemical profits

The oil tanker Marlin Luanda on fire after an attack in the Gulf of Aden. 

Source: Indian Navy

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Refinery margins for processing naphtha — a vital feedstock for the petrochemical industry - jumped to the highest level since May 2022 in Asia as traders recalibrated risks surrounding Russian shipments following an attack on a tanker carrying the fuel from the country.

The strike on the Marlin Luanda, which was hauling a shipment of naphtha on behalf of trading giant Trafigura Group, signals a growing threat to Russia’s shipments through the Red Sea. The Iran-backed Houthis had previously signaled that Russian ships had nothing to fear.