Canadian Energy Research Institute (CERI) Natural Gas Liquids (NGLs) in Canada Feedstock availability and outlook (focus on ethane (C2) and propane (C3)) Carlos A. Murillo Economic Researcher Canadian Energy Research Institute…
Canadian Energy Research Institute Overview Founded in 1975, CERI is an independent, non-profit research institute specializing in the analysis of energy economics and related environmental policy issues in the energy production,…
NGLs in Canada: Sources and End-Uses (2012 Figures) Domestic Natural Gas, Crude Oil, and Crude Bitumen Production Other Supply Total UPSTREAM Total Domestic US Imports Canadian Upgrader/Off-gas plants 218 kb/d (91% C5+) Gas…
Changing Natural Gas Market Dynamics in North America have resulted in increasing natural gas (NG) and NGLs availability in Canada LNG project opportunities Diversify markets: Opportunities to Look West and East (LNG), not increase…
NGLs Infrastructure and Investments in Canada Pipeline Est. Capacity (kb/d) Product 1 Raw Mix Pipelines to Ft. Saskatchewan (1) Robust midstream infrastructure including large natural Peace HVP System (NGLs) 128 C2+/ C3+ gas…
Petrochemical Industry in Canada: Snapshot Western Canada Eastern Canada ONTARIO ALBERTA Plant Plant Company Facility Location Main Product Capacity Feedstock Required Feedstock (kb/d) Capacity Required (kt/yr) Company Facility…
Ethane Overview: Alberta Ethane Supply & Disposition (S/D) Balance (2002 2012) 275 257 257 C2 Shipments to ON (Cochin)* 250 252 237 230 Estimated AB Demand 222 223 224 225 213 211 Inventory Changes: Used (Built) Field Plants…
Emerging Ethane Supply Sources in Canada Incremental ethane extraction program (IEEP) projects, import pipelines, off-gases, and LNG C2 Volumes Royalty Credits Expected Onstream Commissioned ALBERTA: Applicant Project Description (kb/d)…
Propane Overview: Canadian Propane S/D Balance (2002 2012) 300 2012 Domestic Demand: 147 kb/d Total Exports to US 244 248 Non-energy Use 250 229 220 220 Wholesale 2% 214 217 215 207 4% 3% 199 Retail 4% 189 200 Statistical…
Increasing Demand for Propane in North America Feedstock Competition 1 Propane Dehydrogenation (PDH) Projects in North America (1) Various PDH projects have been proposed in North America to take Company Location Start-up Year Output…
Natural Gas Outlook LNG Tsunami Scenario (Gas Pathways Project) 20,000 14,000 WCSB SUPPLY/DEMAND OUTLOOK Saskatchewan…
Canadian Ethane Outlook (LNG Tsunami Scenario) 450 1 Potential BC LNG Ethane (LNG Canada) Vantage: Bakken Imports (1) Western Canada S/D 400 341 350 359 369 Off-gas Plants Supply: 325 320 316 320 322 326 350 289 292 299 285…
Additional ethane could be extracted in Western Canada 1,200 60% Ethane in Williston Basin's (ND Bakken) Gas Ethane in SK Raw Gas 1,000 935 956 50% 894 915 850 867 825 826 829 841 Ethane in BC Raw Gas 767 800 40% 685 684…
Canadian Propane Outlook (LNG Tsunami Scenario) (1) Canadian Propane S/D 400 Statistical Adjustment 344 Stock Changes Supply: 350 322 328 336 305 311 US Imports 296 297 297 302 - Gas plant production fluctuates with overall…
Evolving Propane dynamics in Canada What is required for West Coast LPG exports Western Canada Eastern Canada 120 300 Est. Transfers to Eastern Canada 140 Western Canada Propane Supply/Demand 100 Eastern Canada Propane…
North America and Canadian Petrochemical feedstock price advantage 1,400 AECO-C NG (/t) (1) Regional disparities in commodity prices (crude oil/NGLs/NG) has HH NG (/t) 1,200 AB ETHANE (/t) resulted in North America having some of the…
Upside and Downside Risks to the Outlook Natural Gas Supply Ethane Supply Propane Supply Upside Potential Downside Risks Upside Potential Downside Risks Upside Potential Downside Risks CAD LNG projects go No CAD LNG projects More…
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