Downstream market advisory: Cracker cycle continues

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ADI has launched monthly subscription service covering the North American downstream market. Our research service provides a monthly report comprising two parts. We provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets. This includes operations, assets, and the supply chain.

The first part reviews historical data and forecasts on key downstream industry metrics. These include oil and gas prices, fuel demand, capital spending, refining margins, turnaround activity, and the near- to medium-term outlook.

The second part of the monthly report will feature insights and in-depth analysis of a topical downstream industry theme. This month’s insight provides a deep dive into the ethane market and North American cracker projects. Many ethylene cracker projects have been underway with most located on the U.S. Gulf Coast.  The first wave and an equally large second wave has been announced with half under FID or construction and uncertainties looming for rest including growing competition for polyethylene exports, rising steel prices, and labor shortages. Download the report for our detailed analysis of upcoming cracker projects, ethylene derivative projects, ethane supply and demand, ethane exports as well as, the 2020 North American Polyethylene outlook.

A downloadable PDF of the report is available for ADI Plus Enhanced and Enterprise subscribers.

Essential
$1,000/yr
Full article archives
Full video archives
ADI Forum pass discount
Individual license, 1 user
Enhanced
$6,000/yr
Everything in Essential plan
All PDFs incl. outlooks and decks
ADI Forum partner discount
Team license, 10 users
Enterprise
$15,000/yr
Everything in Enhanced plan
All data files and models
Quarterly outlook webinar
Team license, 30 users

About ADI Analytics

ADI is a prestigious, boutique consulting firm specializing in oil and gas, energy transition, and chemicals since 2009. We bring deep expertise in a broad range of markets where we support Fortune 500, mid-sized and early-stage companies, and investors with consulting services, research reports, and data and analytics, with the goal of delivering actionable outcomes to help our clients achieve tangible results.

We also host the ADI Forum that brings c-suite executives together for meaningful dialogue and strategic insights across the oil & gas, energy transition, and chemicals value chains. Learn more about the ADI Forum https://www.adi-analytics.com/forum/.


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