Linn Energy, LLC (LINE) Message Board

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  • norrishappy norrishappy • Oct 31, 2012 1:57 PM Flag

    Dow Chemical MLP?

    EPD is of course already on it.

    If you did not spend all your time on nonsense you might actually be up on industry plans.

    Do not count LINE out either. Vertical integration to capture the true economic value of natural gas and liquids is 100% logical. How to achieve it is open.

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    • rlp2451 rlp2451 • Oct 31, 2012 2:11 PM Flag

      If you were so "up on industry plans" why didn''t you post it? What has EPD announced that they plan differently since this was ruled upon last week?

      • 1 Reply to rlp2451
      • rrb1981 rrb1981 • Nov 3, 2012 1:16 PM Flag

        rlp2451,

        Exactly. EPD boldly stated they have absolutely no plans to move into cracker ownership. They stated they have no interest in jeopordizing their NGL business by going into competition with their customers.

        They are however moving forward with a PDH facility, the 2nd in the country behind PDH.

        In some ways, EPD's entrance into PDH is a reflection of their success in the nGL business. As more NGL's are produced, usurping naptha as a feedstock, it results in far lower propylene production. EPD is looking to step up and help fill that propylene void with a on purpose PDH facility

        As always, EPD manages to squeeze every penny out of their impressive collection of integrated assets and they have the almost unique ability to make markets. A beast that Dan Duncan would be proud of.

 
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