GLG News by Ethylene Crackers Experts

Kevin BoyleConsultantKEVIN L BOYLE

Ethane looks even better for petrochemicals in the long run

November 4, 2011

Analysis of:Another Oil Shock? | www.mckinseyquarterly.com

McKinsey poses a scenario where crude oil rises to $125 to $175 per barrel, forcing fundamental structural changes.  One of those changes is reduced consumption of oil in petrochemical production.  This is more good news for additional ethane-based petrochemical capacity.

Kevin BoyleConsultantKEVIN L BOYLE

The Startup That's Working On a Real Petrochemical Game-Changer

October 5, 2011

Analysis of:Ethylene Production Technology | www.technologyreview.com

A startup called Siluria has developed catalysts that can convert methane (natural gas) directly and selectively to ethylene. The technology is said to be a vast improvement over the existing MTO (methane to olefins) technology, which is expensive and not very selective. If economically viable, this technology would have a significant impact on both the ethylene industry and stranded gas.

Paul HodgesChairmanInternational eChem

Boom, Gloom and the New Normal

August 13, 2011

Analysis of:This Time, Maybe the U.S. Is Japan | online.wsj.com

The USA and other Western nations are following the path of Japan's economy post-1990 and the ending of its housing/stock market boom. Our detailed new analysis, Boom, Gloom and the New Normal - how the Western BabyBoomers are Changing Global Demand Patterns, Again shows why. It argues, contrary to conventional economic opinion, that demand is falling in the West due to the ageing of the BabyBoomers. 29% of the Western population is now 55+, and older people spend less, and save more.

Paul HodgesChairmanInternational eChem

Q2 Chemicals Results raise Concerns about the Outlook

August 5, 2011

History shows that a sustained rise of oil prices to current levels has always led to a recession.Chemical company results for Q2 do nothing to suggest that 'this time is different'.

Paul HodgesChairmanInternational eChem

European Petchem Cracker Margins at 'Top of Cycle Levels' on Supply-Side Issues

July 27, 2011

European petchem cracker margins are at top of cycle levels. But they have been driven by a series of positive impacts on the supply side, not by strong European demand. This makes the outlook more unstable than most investors may realise.

Paul HodgesChairmanInternational eChem

Sinopec's Petrochemical Business 1998 - 2010

July 13, 2011

Chinese company Sinopec will be the world’s largest ethylene producer by 2014. Our new report (available via GLG Research), based on in-depth analysis of its historical performance, demonstrates that its key role is instead to maximise domestic employment by being a reliable supplier of raw materials to manufacturers down the value chain. It is essential reading for anyone wishing to understand how ‘the China factor’ will impact Asian and global petrochemical markets over the next few years.

Kevin BoyleConsultantKEVIN L BOYLE

New Wave of Ethylene Crackers -- This Won’t Happen

July 7, 2011

Analysis of:POLL FINDINGS: Industry forecasts wave of new North America crackers by 2020 | www.hydrocarbonprocessing.com

Hydrocarbon Processing conducted a poll with results finding that 77% of respondents think four or more new ethylene crackers will be built by 2020. An amazing 31% think eight or more will be built. This won’t happen!

Kevin BoyleConsultantKEVIN L BOYLE

Demand Destruction of Butadiene

June 29, 2011

Analysis of:Asia tyre makers may opt to switch to NR on spiking BR prices | www.icis.com

The reduction in SBR in tire formulations probably represents real demand destruction for butadiene as the minimization has been in place for years. The reduction in butyl rubber could represent further real demand destruction for butadiene. However, this is still flexible, depending on prices. It is not easy to add supply of natural rubber as you have to wait for a tree to grow. Therefore, the give/take of butyl rubber versus natural rubber may go on for some time.

Paul HodgesChairmanInternational eChem

Western BabyBoomers are Changing Chemical Demand Patterns, Again

June 29, 2011

Economists and demographers have failed to talk to each other over the past 20 years. If they had, we would all understand why global growth has recently been slowing. My new eBook, Boom, Gloom and the New Normal – How Western BabyBoomers are Changing Chemical Demand Patterns, Again will help investors make up for lost time.

Kevin BoyleConsultantKEVIN L BOYLE

Butadiene Continues to be Too Tight

June 15, 2011

Analysis of:US Goodyear declares force majeure on SBR | www.icis.com

The butadiene problem is endemic in the U.S. Crude C4 is produced as a coproduct of ethylene when heavier feedstocks are cracked. The easy availability of relatively cheap ethane, enhanced by the new shale gas has driven feedstock slates to ethane, producing very little crude C4 for processing into butadiene.

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