Industry: Midstream & NGLs

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 […]

Chemical industry summary The anticipated secular recovery of the global crude oil market appears to be faltering under the pressure of strong production output and sustained high inventory levels. In July, Saudi oil output rose 123,000 barrels per day to hit a level of 10.67 million bpd. Russian crude exports are up nearly 5% to […]

The Panama Canal expansion now accommodates post-Panamax vessels, potentially impacting crude oil, LPG, and LNG trade markets.

Bolivia’s YPFB employs an LNG virtual pipeline system, transporting LNG via tanker trucks from the Rio Grande liquefaction plant to supply natural gas to the remote towns of San Julian, San Jose de Chiquitos, and Tupiza, bypassing existing pipeline networks.

Chemical industry summary  With the Q2 earnings season in sight, financial analysts are forecasting flat year-on-year earnings results from any chemical companies, with a relative balance of puts and takes from last year’s performance. However, it is likely that industry leaders will note some encouraging signs on the horizon, with several industries seeing modest improvement […]

Pipeline corrosion management is being improved through advanced operational practices and technologies, as demonstrated in this case study.

Chemical industry summary Recent news for global chemicals has been dominated by M&A. This week, Westlake Chemical announced that the board of its acquisition target Axiall has agreed to sell the company for the significantly improved offer of US$33 per share representing an enterprise value of US$3.8 billion. This valuation is a 31% increase from […]

In April of 2016, ADI Analytics presented at the GPA convention in San Antonio, Texas. The convention featured forums over LNG, safety, midstream operations, midstream technology, project economics, and navigating regulatory environments. Uday Turaga, CEO of ADI Analytics, presented “New Technologies to Reduce Natural Gas Flaring”. The presentation can be found below. Please fill form […]

Declining oil prices have diminished the profitability of previously viable FLNG projects.

Chemical industry summary The first quarter of the 2016 financial reporting season has been concluded with results generally consistent with forecasts. US-based paint and home supply companies generally reported improved results on a year-on-year basis, with high gross margins due to a benign raw material cost environment. Commodity chemical producers report softer year-on-year revenues but […]

Chemical industry summary Mergers and acquisitions and cost savings activities dominate the chemical industry as companies continue to grapple with shrinking demand and softening chemical margins. The proposed merger of US chemical giants DuPont and Dow Chemical appears to be proceeding well with minimal significant anti-trust issues. There are reports that BASF will make a […]

Chemical industry summary Chemical companies are currently releasing quarterly and full-year 2015 earnings results. Thus far, earnings reports have been a mixed bag as viewed with last year’s results. All companies are reporting year-on-year decreases in revenue as a consequence of the global energy price deflation. However, different sectors of the industry are reporting earnings […]