China’s Coal-to-Chemicals Quest Could Threaten Ethane Exports
China in February and June commissioned more petrochemical plants able to use coal to produce polymers. These massive complexes sprawl…
Ethane Data Revisions Highlight Growing Petchem vs Export Competition
The Energy Information Administration (EIA) has revised upward its 2024 ethane data, confirming that supply growth was stronger than previously…
Petchem Industry Grapples With Global Overcapacity
Low margins and excess capacity have led to a reckoning in the global petrochemical industry. Companies in Europe and Asia…
How the NGL Overbuild Benefits Ethane Exports
The industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…
Canada’s Propane Moment in the Sun
Escalating US-China trade tensions have disrupted one of the fastest-growing lanes for the propane trade, and Canada is taking advantage.
Enterprise Starts Neches River Terminal in New Market Flex
Enterprise Products (EPD) has started service at the Neches River Terminal near Beaumont, TX, marking the start of a new…
Enterprise Confirms LPG Dock Space is Loosening
Enterprise Products (EPD) confirmed a key point East Daley Analytics has flagged: NGL export markets are loosening as new expansions…
Propane Exports Fall Victim to Trade War
US propane exports have seen relatively steady growth, and East Daley forecasts growth to temper but continue trending higher. However,…
Ethane Projects Face Challenges in Fragmented Global Market
US ethane has quietly powered the next generation of plants feeding the global plastics boom — cheap, abundant and unchallenged.…
A New World Order For Ethane
Ethane exports have resumed to China, but that doesn’t mean the industry will return to business as usual. For years,…
From the Dragon to the Elephant: India Soaks Up Ethane Cargoes Amid Trade War
The Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the ethane…
Market Has Options to Absorb Unwanted Ethane
Executive Summary: Infrastructure: Keyera becomes an NGL powerhouse after acquiring Plains All American’s (PAA) Canadian assets. Exports: LPG exports surged…