Survivor Latin America: Small polymer makers ponder moves ahead of US...
The US petrochemical renaissance could spell the death of the small polymer producer in Latin America. Or not. But there’s no denying that the threat facing these companies is quite real and quite easy...
View ArticleLost in translation? Why the US feedstock advantage might not mean lower...
Talk to a plastics processor or buyer in South America, and watch their eyes light up when the subject turns to the shale gas boom and resulting petrochemical renaissance to their north. For the better...
View ArticleEnergy Economist: South American hydropower fluctuates, and LNG markets feel...
A butterfly flapping its wings in the Andes may or may not have some unforeseen global consequence, but the falling of a raindrop will. South America has a natural gas deficit and a highly variable...
View ArticleThe dollar’s impact on US polyethylene
The US dollar has fallen sharply over the past few months following an impressive push upward for nearly a year. This reversal has helped propel crude prices upward and, in turn, petrochemical prices —...
View ArticleStruggles to cut cost delay oil play production in Argentina: At the Wellhead
There are always myriad reasons why vast oil resources worldwide may not be produced, and in this week’s Oilgram News column, At the Wellhead, Charles Newbery digs into challenges facing the biggest...
View ArticleUS shale oil rebound shakes OPEC
How low can the costs of US shale oil production go? Even with oil prices hovering around the $50/b mark, the US rig count has increased rapidly while E&P companies continue to record substantial...
View ArticlePolitical, economic woes loom large for Latin American polymer markets in H2
After opening 2017 with renewed optimism amid signs of economic recovery and an improved political landscape, Latin American polymer market participants now find themselves stuck with some of the same...
View ArticleJKM reveals three LNG surprises in three years – tightness, correlations and...
Platts JKM, the benchmark LNG spot price, has revealed three important surprises over the past three years. In 2015, most analysts expected the LNG market to weaken considerably, increasingly...
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