Global Petrochemical Dataset

Since 1984, ESAI has been helping industry leaders and governments navigate critical transitions in the liquids energy markets. Trained in quantitative analysis, economics, political science, finance, and industrial policy—our team tracks supply, demand, price, regulation, and policy to provide timely insight on developments impacting the legacy and emerging energy markets.

ESAI Energy analyzes the petrochemical industry using a holistic approach that encompasses our expertise in the upstream oil market, geopolitical trends, petrochemical projects, industry and climate policies, as well as global and regional macroeconomics. Our comprehensive strategy allows us to leverage our vast database in combination with our forecasting expertise, providing clear insights to past, present and future interactions between feedstocks in response to market trends.

The dataset includes global and regional data for prices, supply, and demand for each feedstock, with selected country level data for supply, demand, inventories, and trade. Moreover, we collect and estimate monthly and annual production data on primary petrochemicals, such as ethylene and propylene, with data added on a consistently, ongoing basis.

Based on our proprietary petrochemical dataset, we also present historical and future capacity by region and selected countries for ethylene and PDH. We break down ethylene capacity by regional/country and by feedstocks and update the capacity datasets by diligent tracking of global project & development information.

ESAI Energy additionally follows developments beyond the petrochemical industry for LPG and naphtha. This includes consumption in the residential, commercial, and transportation sectors, in consideration of consumer behavior and seasonal patterns. These factors affect pricing and petrochemical production margins.

Dataset Contents:
NGL Summary – Global balance for natural gas liquids, includes supply (fractionation/refinery) and demand of ethane, LPG, and pentanes plus.

NGL Prices – Ethane, Propane, Butane, Naphtha, Natural Gasoline, Condensate; Prices and spreads in relevant regions, including the US Gulf Coast, Canada, Asia, Europe, and the Arab
Gulf.

Ethane – Global, regional, selected-country levels of demand, supply, and balance; US Stocks,
US exports by destination.

Propane – Global, regional, and selected-country levels of demand, supply, and balance; US Stocks, US exports by destination.

Butane – Global, regional, and selected-country levels of demand, supply, and balance; US Stocks, US exports by destination.

LPG – Global, regional, and selected-country levels of demand, supply, balance, and stocks; Monthly and annual

Naphtha – Global, regional, and selected-country levels of demand, supply, balance, and stocks; Monthly and annual

Pentanes Plus – North America demand, supply, and balance.

Ethylene Production – Global, regional and selected-country levels of production based on reported data and ESAI estimates.

Ethylene Capacity – Monthly and prorated annual capacities according to the ESAI petrochemical project database. The data is presented as total ethylene capacity by
region/selected countries, as well as global and regional capacities by feedstocks (ethane, naphtha, propane, butane, and other). ESAI Energy maintains the capacity datasets by updating project information regularly.

PDH Capacity – Monthly and prorated annual capacities according to the ESAI petrochemical project database. ESAI Energy maintains the capacity datasets by updating project information regularly.

Petrochemical Projects – Global projects of ethylene crackers, PX, and PDH in 2023-2030

自1984年起，ESAI便助力行业领军企业与政府部门应对液态能源市场中的关键性转型。我们的团队具备定量分析、经济学、政治学、金融学及产业政策领域的专业积淀，通过追踪供应、需求、价格、监管与政策动态，为影响传统及新兴能源市场的各类发展态势提供及时洞见。

ESAI能源（ESAI Energy）采用整体化研究框架分析石化行业，涵盖我们在石油上游市场、地缘政治趋势、石化项目、产业与气候政策以及全球及区域宏观经济领域的专业能力。依托全面的研究策略，我们可结合海量数据库与预测专长，清晰阐释各类原料在响应市场趋势过程中所发生的过往、当下与未来联动关系。

本数据集涵盖各类原料的全球及区域价格、供应与需求数据，并包含部分国家层面的供应、需求、库存与贸易数据。此外，我们持续收集并估算乙烯、丙烯等主要石化产品的月度及年度产量数据，且始终保持数据的常态化更新。

依托我们专属的石化数据集，我们还可提供乙烯及PDH（丙烷脱氢，Propane Dehydrogenation）按区域及部分国家划分的历史与未来产能数据。我们可按区域/国家及原料类型拆解乙烯产能，并通过持续追踪全球项目与开发信息，及时更新产能数据集。

ESAI能源还会追踪石化行业之外的液化石油气（LPG，Liquefied Petroleum Gas）与石脑油（naphtha）发展动态，涵盖住宅、商业及交通运输领域的消费情况，同时考量消费者行为与季节规律。上述因素均会对定价及石化产品生产利润率产生影响。

数据集内容：
NGL概览——全球天然气液供需平衡表，涵盖乙烷、液化石油气（LPG）及戊烷以上组分的供应（分馏/炼油厂产出）与需求。

NGL价格——乙烷、丙烷、丁烷、石脑油、天然汽油、凝析油的价格及区域价差，覆盖美国墨西哥湾沿岸、加拿大、亚洲、欧洲及阿拉伯海湾地区。

乙烷——全球、区域及部分国家层面的需求、供应与供需平衡；美国库存及按目的地划分的美国出口数据。

丙烷——全球、区域及部分国家层面的需求、供应与供需平衡；美国库存及按目的地划分的美国出口数据。

丁烷——全球、区域及部分国家层面的需求、供应与供需平衡；美国库存及按目的地划分的美国出口数据。

液化石油气（LPG）——全球、区域及部分国家层面的需求、供应、供需平衡与库存；涵盖月度及年度数据。

石脑油——全球、区域及部分国家层面的需求、供应、供需平衡与库存；涵盖月度及年度数据。

戊烷以上组分——北美地区的需求、供应与供需平衡。

乙烯产量——基于公开报告数据及ESAI估算的全球、区域及部分国家层面的产量数据。

乙烯产能——基于ESAI石化项目数据库的月度及按比例折算的年度产能数据。该数据按区域/部分国家划分乙烯总产能，同时按原料类型（乙烷、石脑油、丙烷、丁烷及其他）划分全球及区域产能。ESAI能源通过定期更新项目信息来维护该产能数据集。

PDH（丙烷脱氢，Propane Dehydrogenation）产能——基于ESAI石化项目数据库的月度及按比例折算的年度产能数据。ESAI能源通过定期更新项目信息来维护该产能数据集。

石化项目——2023-2030年全球乙烯裂解装置、对二甲苯（PX）及PDH项目。

搜集汇总

背景与挑战

背景概述

该数据集提供全球及区域石化产品的价格、供需、库存和贸易数据，涵盖乙烯、丙烯等多种产品，并包含历史和未来产能预测。数据更新及时，来源可靠，适用于石化行业市场分析和预测。