Energy Transport Insider’s Quarterly Reports discuss the trends that shaped the previous quarter and look ahead at trends influencing the coming months. These updates dive deep into the numbers – lease prices, underlying commodity prices, currency and interest rate trends. Talking to respected industry analysts we give you a more complete look at the trends shaping the industry.
Quarterly reports are published in January, April, July, and October.
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October 2017: LPG Tank Car Lease Rates Weak, Expected to Stay That Way in 2018
• Pressure tank car outlook: short-term bullish, long-term bearish • Winter season outlook uncertain • Propane exports remain strong. Will we have enough? Hello Alberta!
July 2017: Market Unsure How Mariner East 2 Opening Will Play Out
The long-anticipated opening of Energy Transfer Partners’ Mariner East 2 natural gas liquids (NGL) pipeline linking the Marcellus and Utica Shale production region with its export terminal at Marcus Hook, Pennsylvania is expected to come this fall. The opening is likely to be the event of the season, if not the year.
April 2017: LPG Lease Rates Weak, Expected to Stay That Way in 2017
• Short-term lease rates bottom during warm winter • Tank car overhang keeps hangin’ on • Lower lease rates lead to search for creative ways to use cars • Propane export path uses rail to reach Mexico, Asia • Caution signals ahead: Uncertain U.S. trade policy, Mariner East 2 opening