Hello, Goodbye: New US ethane exports vs. third wave of US crackers?

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Report summary

The expectation of a sea of never-ending US ethane has continued to change the landscape for US and increasingly, global petrochemicals. The latest project vying for US ethane supply is Orbit Gulf Coast NGL Exports LLC, Energy Transfer Partners' and China-based Satellite Petrochemicals' joint venture ethane export terminal at the US Gulf Coast. American Ethane's proposal for an ethane export terminal is also increasingly becoming a reality. The momentum of US ethane based projects is astounding especially considering that the US market has neither fully absorbed nor responded to the first big wave of ethane demand i.e., eight greenfield ethane steam crackers. How will new ethane export projects impact the US ethane cost advantage and the next wave of US steam crackers?

What's included

This report contains

  • Document

    Hello, Goodbye: New US ethane exports vs. third wave of US crackers?

    PDF 339.32 KB

Table of contents

    • 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 6 images and tables including:


  • 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

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