Sunday Executive Summary Free Ethylene – May Be the Real Competition Eventually At several points over the last 40 years, ethylene co-products have been so valuable relative to feedstocks that ethylene has been free – US propane October 6, 2024 No Comments
Sunday Executive Summary Power Problems – Real or Exaggerated? We see an increasing amount of concern around power (and energy) availability and our work with Issaquena Green Power has put us right at the September 1, 2024 No Comments
Sunday Executive Summary Boosting US Hydrocarbon-Based Products Looks Very Profitable: Be Careful with Trade Barriers We see expanded NGL and ethylene terminal plans, plenty of people ordering new ships, and (the first of) a new round of North America ethylene August 25, 2024 No Comments
Global Market Analysis All Along The Watchtower – Cost Position & Integration Gain Focus Amid Globally Embattled Commodity Markets General Thoughts: The substantially advantaged US ethylene cost position and recent production issues impacting domestic merchant ethylene supplies favor US ethylene capacity expansions and value-chain August 22, 2024 No Comments