Industry: Midstream & NGLs

The event covered natural gas/NGL market dynamics and innovations: demand, supply, pricing, strategy, investment, regulation, small-scale LNG, gas-to-liquids, and Industrial IoT.

The U.S. shale boom spurred substantial NGL production growth, rising from 2,100 mbpd in 2010 to 3,300 mbpd in 2015. While further increases are projected through 2020, the rate of growth is expected to decelerate.

Chemical industry summary  After trading in a stable range of US$5/Bbl. for several months, the last week has seen global crude oil prices soften roughly 10% with WTI prices now trading below US$48/Bbl. The current weakness of pricing is related to recent inventory and production data that have cast doubt on the potential for global […]

At the 2017 ADI Forum, Tyler Wilson of ADI Analytics said the global LNG market was oversupplied, creating price pressure and uncertainty, yet U.S. LNG exports remained competitive due to low costs and a tolling model that reduced commodity price risk through stable liquefaction fees supported by redundant pipelines and diverse gas supply. He noted […]

Chemical industry summary The Q4 earnings reporting season is now more than halfway complete and reported earnings for US companies have either been near expected levels or have demonstrated some upside versus consensus estimates. Many companies are reporting positive earnings momentum and express cautious optimism for 2017 based on macro trends. While there is a […]

Chemical industry summary  The Q4 earnings reporting season will be in full bloom by the final week in January. While Q4 results will likely represent a mixed bag of year-on-year financial performance, the consensus is for 2017 to show improvement in key economic drivers and industry prices and volumes. Earnings growth estimates for US companies […]

This report summarizes ADI Analytics’ 2017 outlook webinar for the oil & gas, energy, and chemicals sectors. Presented by ADI Analytics’ CEO, Uday Turaga, it considers major impending shifts such as the OPEC deal, the U.S. election, Brexit, slowing emerging economies, electric vehicles, and new regulations. The outlook covers five key segments: This overview provides […]

The oil, gas, energy, and chemical sectors face significant uncertainties in 2017, including OPEC agreements, geopolitical shifts, economic slowdowns, and evolving regulations, which ADI has analyzed in its outlook.

Chemical industry summary  The conclusion of OPEC’s annual meeting in Vienna on November 30th has touched off a rally in the global crude oil market that has multiple implications for chemicals and regional competitiveness. WTI crude pricing has moved up about US$4/Bbl. on the speculation that an announced OPEC production cut of 1.2 million barrels […]

Chemical industry summary The US political election in November resulted in an outcome that was not predicted by most polls, with Republican Party presidential candidate Donald Trump winning a majority of the electoral college vote and becoming president elect. This election has widespread ramifications for the US chemical and energy industries, as important branches of […]

Chemical industry summary Global prices and trade for the major polyolefins reflect a reasonable balance of supply and demand that has been supported by a number of global outages, planned and unplanned, particularly in North America. Improved global growth will be required to maintain strong demand growth and chemical operating rates as new capacity in […]

Chemical industry summary Consolidation of the global agricultural chemicals sector is continuing as a brisk pace. On September 14, Monsanto accepted Bayer’s takeover bid, valued at US$66 billion. This included a stock price of $128 per share and the assumption of US$10 billion in debt. The final bid follows two previous bids, and reported talks […]