The Circular Economy Explained Imagine you need a new pair of Adidas® athletic shoes. When you buy them, the clerk tells you they come with the following promise — after you’ve worn them out, bring them back and they can be traded for a new pair. Meanwhile, the store sends your old shoes, made of […]
E-Commerce Boom Drives Warehouse and Logistics Gold Rush Amazon defined e-commerce; Covid-19 accelerated the trend’s growth. That’s spurring a warehousing and logistics “gold rush”, says PLG Consulting. Even amid a frenzy of development “we’re still on the front end of that runway.” PLG estimates there’s another 5x of current warehousing demand to play out over […]
The Un-balanced Circular Economy – Demand for Waste Plastic Seen Outpacing Supply The circular economy – the use of recycled plastics to create basic materials and energy – is a key developing supply chain identified by PLG Consulting for the 2020s. But the circle is more ovoid – as demand for waste plastics will outpace […]
Introduction “How many cars do I need for my fleet?” That’s question heard from a rail shipper. While every situation seems unique, you can build a simple rail car calculator model that will give a good approximation of your rolling stock needs. The Tool of the Trade – The Rail Car In starting this process […]
US Polyethylene Production Expected to Exceed 25,000 KTPA by 2030 Today, the U.S. produces about 6 million tons more of plastic resin polyethylene (PE) per year than it did five years ago. Yet, there is still room to grow 2020’s volume of 21,500 Kilo-Tons per Annum (KTPA), judging by resin producers’ expansion plans. By 2030, […]
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 […]
The Circular Economy Explained Imagine you need a new pair of Adidas® athletic shoes. When you buy t...
E-Commerce Boom Drives Warehouse and Logistics Gold Rush Amazon defined e-commerce; Covid-19 acceler...
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