COMMODITY ADVISORS
Fundamental Insights. Strategic Advantage.
ESI ADVISORY SERVICES
ESI delivers insights across key energy and petrochemical markets, using fundamental market research from Oil/Gas Wellhead to International Polyethylene (PE) Markets. Our deep-dive research helps clients leverage both short- and long-term trends to reduce margin risk and improve profitability.
Management Training
Improve understanding of market fundamentals and drivers impacting margins and prices.
On-going in-depth training for our client’s teams and new team members
ESI OLEFINS
A collection of detailed ESI reports/services (listed below) is provided to educate clients to understand ESI’s view of the market so clients can confidently discuss/debate and execute ESI recommendations to reduce market price risk and/or improve profitability based on ESI deep research into market trends. ESI also does project economics, single client requested market research, and other individual client requested project work for advisory clients at an additional cost.
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Daily Quick Look Report (Ethylene Cash-cost & Margins) (daily)
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Ethylene Market Report (weekly)
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Cracker Cash Cost and Feedstocks Optimization Report (weekly)
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Energy/Cracker Feedstock Report (quarterly)
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ACC Polymer Statistics Analysis (monthly): US/Canada domestic/export markets and includes analysis on China’s ethylene/PE markets, PE imports and market activity.
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Ethylene Chain Margin/Price Forecast (monthly): Monthly margins and prices for 24 months and annual margins and prices through 2035. Covers Global Crude & Natural Gas plus U.S. & Asia cracker feedstocks, Gasoline co-products, Propylene, Butadiene, and other co-products impacting Ethylene cash costs. U.S. and Asia PE chain margins and prices are forecasted based on international PE trading patterns.
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AFPM Petrochemicals Statistics Report (Quarterly)
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ESI ENERGY
The Weekly ESI Energy Report provides a broad analysis of the latest developments in global energy markets, economic trends, and geopolitical factors shaping supply and demand dynamics. The report covers key economic indicators and policy shifts, assessing their impact on market sentiment and future outlooks. In the crude oil section, it examines price fluctuations, inventory changes, and production trends, offering insight into whether the market is leaning bearish or bullish.
The natural gas section highlights pricing movements, storage levels, and shifts in supply and demand, including potential changes in export capacity. For NGLs and processing, the report tracks pricing trends, inventory shifts, and trade flows, assessing market conditions and future expectations. By integrating these insights, the report provides a comprehensive view of energy market trends, helping clients navigate volatility and make informed decisions.
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FLYOVER REPORTS
Our Flyover Report provides unparalleled insights into the energy and petrochemical sectors by leveraging advanced thermal imaging technology to assess real-time operational activity. We track capital project progress and startups, offering a detailed analysis of midstream and derivative operations. Our research delivers precise data on cracker and PDH unit operating rates, enabling clients to make informed strategic decisions.
Additionally, we conduct specialized projects, including competitor intelligence, LNG terminal startups, and infrastructure assessments, ensuring a comprehensive understanding of market dynamics. By combining cutting-edge technology with in-depth industry expertise, our Flyover Report delivers actionable intelligence to help clients stay ahead in an evolving energy landscape.