US Ethylene Projected Growth Patterns Remain Impressive Through 2030 Cheap and abundant natural gas has fueled new investment in U.S. chemical production, including ethylene, a key plastics feedstock. U.S. Ethylene production grew approximately 10,000 Kilo-Tons Per Annum (KTPA) in the five years preceding 2020. PLG Consulting recently revisited its projections for ethylene. Ethylene production and […]
North America’s Newest No Interchange, No Problem Rail Network North America is about to have its first real transcontinental railroad – east-west and north-south. On March 30, 2021, Canadian Pacific (CP) and Kansas City Southern (KCS) announced plans to merge in a deal estimated to be worth $29 billion. If approved, the result could be […]
Commentary: Narrow Western Canada Select (WCS) and Western Texas Intermediate (WTI) spread pressures tank car lease rates It’s not profitable to ship crude oil by rail. The main driver of crude-by-rail shipments is the price difference between Canada’s benchmark Western Canada Select and Western Texas Intermediate, a U.S. benchmark. When the discount is wide, […]
Commentary: Lower LPG-by-rail volumes lead to lower leases LPG-by-rail shipment data from the Department of Energy shows just how much propane and butane rail volumes fell through 2020. The decline has its roots in a shift of shipments from rail to pipeline as Energy Transfer Partners’ Mariner East 2 (ME2) natural gas liquids pipeline came […]
Commentary: Five-year LPG Tank Car Lease Rates PLG Consultant, 30-year veteran business journalist and founder of an analytics firm that tracks tank car lease rates, Clifton Linton says: “Tank car leases trade like any other commodity. They have up and down cycles. As the nearby chart shows five-year LPG tank car lease prices are in […]
Introduction Since 2010, rail has played an increasingly vital role in the transportation of energy products across North America, however visibility had been limited into actual volume and key regional movements. That all changed in 2015 when a partnership between the Energy Information Administration (EIA) of the U.S. Department of Energy and PLG Consulting lead to the release of energy […]
Introduction Early 2020 warnings of a tightening freight market have proven to be remarkably prescient, even if the underlying reasons may have shifted. Deep into the COVID-19 crisis, the American freight economy remains surprisingly resilient and robust. Truckload (TL) carriers are back to turning-down loads, less-than-truckload (LTL) carriers are rejecting tenders and refusing volume shipments, […]
Introduction By the end of 2020, renewable diesel capacity is expected to reach 50,000 barrels per day according to Turner, Mason & Company (TM&C), a leading energy consulting and advisory firm, and is expected to grow at a 33% CAGR to over 300,000 barrels per day by the end of 2025. This growth projection is based […]
It’s been a decade since the shale gas boom started in the United States, positioning the country and its U.S.-based petrochemical companies as a top producer and one of the lowest cost players in the oil and gas chain. During this decade, many producers began planning and building new ethane/propane crackers to produce ethylene, mostly […]
Part 2: A Simple Supply Chain Written by Phil Fisher, PLG Senior Consultant. Dry Bulk Batch Production via Seller-Managed Trucking and Export Terminal Part Two of our blog series demonstrates a quite simple Supply Chain Optimization (SCO) example for a plant with truck deliveries of a batch-produced, dry bulk product to its own export terminal. This […]
US Ethylene Projected Growth Patterns Remain Impressive Through 2030 Cheap and abundant natural gas...
North America’s Newest No Interchange, No Problem Rail Network North America is about to have its fi...
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