GLG News by Natural Gas Experts (North America)

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.

Hans LinhardtPresidentLTDI, Inc.

Shell plays in the Global GTL and LNG Markets

June 13, 2011

Analysis of:Qatar Petroleum, Shell ship first cargo of GTL gasoil from JV plant | Hydrocarbon Processing | June 2011 | www.hydrocarbonprocessing.com

Hydrocarbon Processing reported today that Shell is shipping the first GTL cargo from Qatar.   A significant step. 

Hans LinhardtPresidentLTDI, Inc.

Refining to be Inventive

June 7, 2011

Analysis of:Refining margins under pressure to 2015 | Hydrocarbon Processing | June 2011 | www.hydrocarbonprocessing.com

Hydrocarbon Processing reports today that Refining will be under pressure up to 2015.

Hans LinhardtPresidentLTDI, Inc.

Alaska Pipeline has to be Kept Flowing

June 7, 2011

Analysis of:Alaska's Ebbing Oil | online.wsj.com

The WSJ Review and Outlook of today focuses on "Alaska's Ebbing OIl".  While the Obama Administration is publicly pushing for "independence" from foreign oil, the environmentalists have continuously defeated further exploration and oil development in Alaska in order to further starve the Trans-Alaska Pipeline and thereby  force it to shutdown and then be dismantled as required by law.

Kevin BoyleConsultantKEVIN L BOYLE

Ethane from Marcellus—At What Price

June 7, 2011

Analysis of:Shell Plans to Build Ethylene Cracker in Marcellus Region | www.industryweek.com

The pricing of ethane from the Marcellus Shale Play will be a complex mix of interests. Gas producers will welcome the offtake of ethane, but need frac spreads that meet commercial thresholds as a whole. However, to justify the $1-1.5 billion investment in an ethylene cracker, secure supply of ethane and advantaged prices will be necessary. Otherwise, ethylene producers would undertake less capital intensive expansions at U.S. Gulf Coast facilities.

Hans LinhardtPresidentLTDI, Inc.

Petrochemicals in Focus for IOCs

June 6, 2011

Analysis of:Shell plans world-scale US ethylene cracker near Marcellus shale region | Hydrocarbon Processing | June 2011 | www.hydrocarbonprocessing.com

Hydrocarbon Processing reported today that Shell plans a world-scale US ethylene cracker in the Marcellus shale region.  The IOCs are now focusing on petrochemicals in growing markets and areas with plenty of NG supply. 

David FreemanPrincipal and PresidentTeamOne Energy, Inc.

Nuclear is mostly dead but it has little to do with Japan

May 27, 2011

Analysis of:Nuclear Power is Dead - Parts 1 & 2 | www.energycentral.com

The costs for new nuclear plant construction were non-economic well before TEPCO's Fukushima  disaster. Clearly most new USA generation will be gas fired combined cycle turbines. Renewables continue improve economically. However, they will only be niche contributors do to poor capacity factors and ancillary infrastructure costs (ie; transmission and back up power). ERCOT Texas will be an interesting early test of these dynamics.

Hans LinhardtPresidentLTDI, Inc.

Coal Gasification moves to Center Stage

May 2, 2011

The nuclear power plant issues presented by the Japanese reactor problems due to a very large earthquake, not foreseen during the plant permitting,  and resulting tsunami flooding and todays mercury restrictions by EPA for coal fired power plants put the coal gasification technology on the front line for filling the power vacuum and also improving transportation fuel developments from coal.  China is leading the gasification trend.

Doug HousemanVice President Technical InnovationEnerNex, LLC

Shale Gas ills depend on what you measure

April 13, 2011

Analysis of:Shale gas 'worse than coal' for climate | www.bbc.co.uk

The Issue with Shale gas, is the same as any natural gas and depend on how much of the life cycle you measure. Neither of the two new studies do an apples to apples comparison.

Jose ZadezenskyPresident/CEOVentraco Corporation, Inc.

An industrial type revolution that lowers the cost, and improves performance

April 10, 2011

Analysis of:Wind Power Hits a Trough | online.wsj.com

The growth of the auto industry did not happen because of subsidies or Govt. edicts. It happened because Henry Ford developed the technology necessary to lower the costs of production to the point that autos became accessible to the masses.

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