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Bob Burdett +1 415 369 1114 |
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These technology options will likely be linked to large-scale steam crackers whose primary product is ethylene. The economics are complicated by the fact that the secondary propylene technologies cost/revenue contribution to the entire olefin production process tends to be overwhelmed by standard steam cracking investment elements and operational costs. Nevertheless, it can be demonstrated that propylene-enhancing technologies such as metathesis and olefin interconversion reduce the cost of producing ethylene because of the increase in propylene production over the base medium severity naphtha cracker with propylene to ethylene (P/E) ratio of 0.50. A case can be made that though the decrease in ethylene production cost is small for the two add-on technologies, both technologies enable the production of additional higher-value propylene. For the catalytic pyrolysis process, the improved economics is a result of a higher value combined product slate. For these technologies, current economics in the U.S. Gulf Coast (USGC) show that upgrading refinery propylene to polymer grade propylene remains the lowest cost method of producing propylene. The next lowest cost method would be the metathesis process of converting ethylene and butenes to propylene. The high cost of the DCC process can be attributed to greater capital requirements when compared to other on-purpose technologies. One scenario that avoids this high capital expenditure is the conversion of an existing FCC unit to a DCC unit. The investment cost for most of the equipment and off sites can be considered a "sunk cost;" therefore there is only an incremental cost for increasing propylene production. The MTP process is by far the most costly due to the high cost of natural gas in the USGC driving up the cash cost of USGC methanol production. During 2003, however, only refinery propylene upgrade and PDH processes showed a positive return on capital employed on a fully costed basis (including depreciation and return on capital employed). If the export implications of the various on-purpose propylene processes are compared, the Middle East and Southeast Asia have a competitive advantage in providing low-cost propylene to Northeast Asia, which is forecast to be a major importer. In the Middle East, even though the technology is not commercialized, the MTP process could be very competitive, based on the availability of low-cost natural gas. Additionally, PDH is also competitive in that region. SEA also holds a good position to provide low cost propylene to importing regions. The current and projected ethylene-to-propylene price ratios favor the metathesis technology in Southeast Asia. The cost structures in Western Europe and the USGC are too high on a fully costed basis to support steady export into Northeast Asia. An assessment of propylene derivative technology developments suggests that even though there are interesting and cost saving technology improvements and alternatives, these will have little effect on propylene demand. The following alternate process routes or feedstocks to conventional commercial technology were reviewed and analyzed:
For more information on this topical report, please contact: Ed Glatzer +1 914 609 0325 (e-mail: eglatzer@nexant.com)
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