Insight
Making American (ethane) great again – Did Trump wave goodbye to the next wave of US steamcracker capacity?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
AEC has partnered with Amshale and TSG Global Holdings to build a 10 Mtpa (485 kb/d) ethane export terminal in Port Arthur, Texas. This terminal's capacity is twice the size of Enterprise's Morgan's Point terminal, and is sized to export nearly a third of current US ethane production. Nanshan's 2.5 Mtpa contract is nearly twice as large as Reliance's existing deal with Enterprise.
Table of contents
- Ethane versus naphtha cash costs in China
- Why are Asian petrochemical companies interested in US ethane?
- Will AEC derail the next wave of US ethylene capacity?
- Our Views
Tables and charts
This report includes the following images and tables:
- Landed feedstock costs into China
- China ethylene cash costs
- US ethane export capacity
- AEC impact on USGC ethane balances
- US LPG export capacity
- Asia and US PDH capacity
What's included
This report contains:
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