ZEUS SYNGAS REFINING REPORT
Client Letter
What’s Stirring the North American Fertilizer Industry?
August 21, 2015

Dear reader, the North American fertilizer industry is responding to increased competition for markets amid growing supply and lower cost of production. As a result, margins have faltered while ammonia prices have dropped to $480 a tonne in the latest US FOB assessment (Source: PotashCorp.) after a post-recession late 2012 peak of just over $700 a tonne.

t;To some extent, exacerbating the flux is China’s market pricing mechanism, whereby urea, ammonia and other fertilizers are taxed at a rate to incentivize domestic sale to support Chinese farmers, but this tax is rescinded in off-seasons. With China’s economic growth slowdown and increasing shift from lower-efficiency coal-fired combustion processes, domestic Chinese demand and prices will exacerbate the reduced price situation abroad....Full Article


Industry Analysis
Pending ‘XTX’ Incentive Plans in Wyoming and Alaska
[2015/04/20]

In late 2013 and early 2015 Shell and Sasol, respectively canceled their large-scale gas-to-liquids (GTL) projects in Louisiana, which, according to statements by management, was largely predicated on uncertainty in commodity markets and possible run-up in labor-related construction costs. Both companies decided to pursue other opportunities while keeping the GTL option on the shelf. ...Full Article

Analysis- GTL Development Series Part Two: Missed Opportunity for Natural Gas-Derived Products?
[2014/04/14]

The latest Henry Hub natural gas price is US$4.63/MMBtu. The prospect of low gas prices continuing in the long-term have stimulated the development of more than 40 gas-conversion projects. All told, U.S. gas-conversion investment alone could represent some US$60 billion in capital expenditure. Following this industry closely, your correspondent reports an average of one new gas-conversion project announcement every two weeks. A recent survey conducted by this publication found 43 gas-conversion projects under development or evaluation in the U.S. Indeed, this time last year there were less than 25. Despite the investment, are energy companies missing the opportunity for gas-conversion? A majority of energy companies are focusing on alternative development routes, instead. In this analysis, we seek to establish the case for gas-conversion as this fledgling industry begins commercialization....Full Article



Feature Articles
Recent Fuel Cell Innovations
[2015/07/31]

“When it comes to energy research – the kind that will transform the country’s economic, security and environmental outlook – the nation needs more than first downs. It needs touchdowns, and West Virginia University is about to drive two into the end zone,” according to a recent West Virginia University report.  Meanwhile, Germany’s SFC Energy reports a successful order for the company’s Fuel Cell technologies by Germany’s Bundeswehr for fuel cell devices on German military vehicles....Full Article


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