US businessmen bring ethane project to China again

On October 8th, the chief operating officer of the US ONEOK Group, the senior vice president of NGL, the chief commercial officer of the ONEOK export facility partner, and the chief operating officer came to Beijing to introduce their ethane resources, facilities construction, export plans, etc. It was less than half a year since the ONEOK Group came to China to recommend ethane resources. So what new plans have they made and what progress has they made?

Kevin Burdick, chief operating officer of ONEOK Group, told reporters that they have announced a $5 billion natural gas condensate (NGL) investment plan, including the expansion of some pipelines and the construction of fractionation facilities. Now 9 projects are planned. : West Texas Liquefied Petroleum Gas (WTLPG) pipeline expansion, expected to be completed in the third quarter of 2018; Sterling III's 60,000 barrels per day NGL pipeline expansion, transportation capacity will increase to 250,000 barrels / day, is expected to be fourth in 2018 The quarterly production; the construction of the Daluxi Pipeline Project, from the Williston Basin to the Mid-Land, with a length of 900 miles, is expected to be commissioned in the fourth quarter of 2019; the Arbuckle II pipeline, from the Mid-Atlantic to the Gulf Coast, is 530 miles long. It is expected to be put into production in the first quarter of 2020; the MB-4 fractionation facility will be built in Montebell, Texas, and is expected to be put into operation in the first quarter of 2020; the expansion of the WTLPG pipeline and the connection with the Arbuckle II pipeline will increase the main line capacity by approximately 80,000. Barrel/day, expected to start production in the first quarter of 2020; MB-5 fractionation facility, expected to be put into operation in the first quarter of 2021; Arbuckle II pipeline expansion, increase pipeline capacity by 100,000 barrels per day by increasing pumping stations, etc. The total pipeline capacity is 500,000 barrels per day, which is expected to be put into production in the first quarter of 2021; the Arbuckle II pipeline extension project aims to extend the pipeline to the north and increase the NGL collection facility to increase the central market center and the Arbuckle II pipeline. The inter-conveying capacity is expected to be put into production in the first quarter of 2021.

When asked about the $5 billion source of funding, Kevin Burdick pointed out that this will be done through self-financing. They have already issued some stocks in January 2018 to ensure adequate funding needs. 'We are committed to passing the NGL pipeline. The continuous growth ensures the growth of NGL resources and ultimately guarantees the supply of ethane. The implementation of the above projects will also make us the second largest supplier of fractionation facilities in the United States. ' Kevin Burdick said.

The construction of export facilities is also critical for ethane exports. In response, the chief business officer of the ONEOK Group's export facility partners said that they plan to build an export facility in the Houston River and the ONEOK Group, geographically close to the Montebell market. Center, site selection is very conducive to shipping.

The company's chief operating officer added that it is exciting that they have obtained the land construction, air and water capacity licensing procedures for the export facilities from the government. The export facilities will have 4 to 6 berths, each with The capacity of 200,000 barrels per day of ethane can meet the export demand, and there will be more margin to meet other growth plans. From the port situation, the current water depth is 40 feet, and the future will Will be as deep as 45 feet, which is 15 meters deep.

When talking about the company's export ethane risk, Kevin Burdick said that he believes the project risk is very small. At present, the US ethane supply is quite sufficient, not only to ensure domestic demand, but also to have sufficient margin for export.

The ONEOK Group now has 20 ethane processing plants and is able to connect to more than 200 third-party processing plants across the US with an operating capacity of 800,000 barrels per day of ethane. The key is that these processing plants only have ONEOK pipes that can be connected to In order to ensure the source of sufficient ethane. In addition, they screened dozens of ethane facility construction companies, and selected existing partners from various aspects such as capital and land. From the perspective of the entire ethane export project, Exploration, pipeline, fractionation, export facilities, downstream users are complete, the industrial chain is complete, as long as all parties can stably promote the project, there is no risk.

The ONEOK Group is very optimistic about the Chinese market in the future. It believes that the global demand for ethane will increase mainly in the Chinese market. The increase in ethane brought by a series of projects of the ONEOK Group will be supplied to the Chinese market.

When asked if the current Sino-US trade friction has an impact on ethane exports, Kevin Burdick said that the impact of Sino-US trade friction on US ethane exports is difficult to estimate, but as long as the cooperation between the parties is stable, the project will not There will be too much impact. For example, there are some trade frictions between the United States and Mexico and Canada, but the energy sector has not been affected.

It is understood that the ONEOK Group and its partners have also visited Dalian Xizhongdao Petrochemical Industrial Park. At present, Dalian Xizhongdao Petrochemical Industrial Park is actively promoting the preliminary work of the ethylene cracking ethylene project. The work has received strong support from the Dalian Municipal Government.

The picture shows Kevin Burdick, Chief Operating Officer of ONEOK Group, introducing the US ethane export situation.

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