Hello, Goodbye: New US ethane exports vs. third wave of US crackers?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
-
Executive Summary
- Our view: Orbit export terminal – What it means for US petrochemicals?
- The bigger picture: How much will US ethane demand grow?
- Steam Crackers
- Exports
- How much ethane can the US sustainably supply and at what cost?
- Does it makes sense for any more crackers to be built off US ethane?
- Final Thoughts
Tables and charts
This report includes the following images and tables:
- 2019 Permian presence by midstream company
- US ethane export capacity growth
- US ethane demand growth
- US ethane supply forecast
- Mont Belvieu ethane price scenarios (real)
- China naphtha vs. imported US ethane costs
What's included
This report contains:
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