Oriental Energy Co Ltd
002221 · Oil, Gas & Consumable Fuels · China
Oriental Energy Co Ltd is a China-based company, principally engaged in the distribution of liquefied petroleum gas (LPG) and chemicals. The Company's LPG products include high purity LPG, used as automotive fuels and basic chemical raw materials. The Company and its subsidiaries also are engaged in the chemical storage business, transportation business, automobile gas equipment modification, vehicle filling business, LPG cylinders retail business and others. The Company operates its businesses mainly within domestic markets.
- Feedstock spread (price - input cost) (leading)
- Plant utilization rate (coincident)
- End-market demand (auto, construction, agri) (leading)
- Inventory destocking/restocking cycles (coincident)
- Specialty volume growth (trend)
- Energy/feedstock cost (Russia gas, Middle East oil) · exposure: high
- Trade tariffs on chemical exports/imports · exposure: medium-high
- Environmental regulation (EU REACH, US EPA) · exposure: high
- Agricultural policy (subsidies, fertilizer demand) · exposure: medium for agri-chem
- EBITDA margin % — 5-15% commodity; 15-25% specialty
- Capex/sales % — watch trough vs peak
- Plant utilization % — 82-92% healthy; <80% pressure
- ROIC — 10%+ specialty; 6-10% commodity through cycle
- Net debt / EBITDA — below 3.0x healthy; cyclical buffer
Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.