Archive | February, 2013

US LNG exports and the gasoline situation

Very interesting comment from Jim Cramer on CNBC’s Mad Money last night on US gasoline prices – that part of the reason they are high is because US refiners are choosing to export gasoline. The US LNG export debate is analogous to what’s happening with US gasoline. The US is producing much more oil from […]

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Middle East petrochemical producers move up the cost curve

Just how far up the global ethylene cost curve will Middle East crackers go? One Wall Street analyst sees dramatic cost escalation for producers in Saudi Arabia, Qatar and Iran as ethane supplies dry up and feedstock costs rise, especially for mixed feed crackers that use ethane as well as liquefied petroleum gas (LPG) – […]

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Planned US LNG export projects parallel cracker slate

As you look over the impressive list of planned projects for North American liquefied natural gas (LNG) exports, you can see a parallel in the heavy project slate for planned new world scale crackers in the US. Both are being driven by the US shale gas boom. Yet there is the potential for one to […]

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