Description
ADI has launched a new monthly subscription service covering the North American downstream market. Our research service provides a monthly report comprising two parts. Our goal is to provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets, operations, assets, and supply chain.
The first part reviews historical data and forecasts on key downstream industry metrics including oil and gas prices, domestic and export demand for fuels, capital spending, refining margins, turnaround activity, and 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 ADI January Downstream Market Advisory 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.
