Saudi Arabia →supply up
Mixed Natural Gas Liquids (NGL Stream)
NGL output is tightly tied to gas processing, so more Saudi oil and gas infrastructure should raise NGL availability.
92% confidence
Saudi Arabia →supply up
Marine Diesel and Bunker Fuel
This fuel stream depends on refinery output, and a Saudi capacity expansion should make more of it available.
89% confidence
Saudi Arabia →supply up
Amine Desulfurization Chemicals
Saudi Arabia supplies a large share of this oil/gas-processing chemical, so added hydrocarbon infrastructure should lift local supply availability.
88% confidence
Saudi Arabia →supply up
Bitumen / Asphalt Binder
Bitumen is a refinery-derived product, so additional Saudi refining capacity should increase supply.
87% confidence
Saudi Arabia →supply up
Petroleum Coke (Fuel Grade)
Petroleum coke comes from refining, so a Saudi infrastructure buildout that raises processing capacity can increase supply.
86% confidence
Saudi Arabia →supply up
Ethylene monomer (polymer grade)
Ethylene is a foundational petrochemical feedstock, so more Saudi petrochemical capacity should improve availability.
85% confidence
Saudi Arabia →supply up
HDPE/LLDPE resin and pipe
Saudi Arabia's sizable share of this polymer/pipe category means new capacity should increase supply availability.
84% confidence
Propane (home use) →supply up
Mixed Natural Gas Liquids (NGL Stream)
This is Propane home use’s most critical upstream feedstock, and a long-term oil/gas infrastructure build-out should increase NGL feed availability.
81% confidence
Saudi Arabia →supply up
HDPE Cable Jacketing Compound
This compound is petrochemical-derived, so Saudi capacity gains should improve its availability, though less directly than upstream chemicals.
75% confidence
Home heating oil →supply up
Pipeline & Marine Transport to Northeast Hubs
More home heating oil supply would increase shipped volumes through pipeline and marine transport to Northeast hubs.
72% confidence
Home heating oil →supply up
Terminal Storage & Distribution Network
Greater home heating oil availability raises throughput and utilization in terminal storage and distribution.
69% confidence
Irrigation equipment →supply up
HDPE/LLDPE resin & pipe
The land deal is intended to expand hydrocarbon/petrochemical capacity, which should make the critical HDPE/LLDPE resin & pipe input to irrigation equipment more available over time.
67% confidence
Home heating oil →supply up
Last-Mile Delivery to Consumers
If more home heating oil is available, last-mile delivery volumes to consumers can increase.
66% confidence
Home heating oil →supply up
End-Use Combustion & Emissions
A larger home heating oil supply can support more end-use combustion activity.
60% confidence
Trash bags and plastic wrap →supply up
Low-density polyethylene (LDPE) resin
The infrastructure-driven capacity boost should also improve LDPE resin availability, another key input to trash bags and plastic wrap.
58% confidence
Trash bags and plastic wrap →supply up
Ethylene monomer (polymer grade)
The land deal-backed buildout of oil and gas infrastructure can increase upstream petrochemical feedstock capacity, easing availability of polymer-grade ethylene used to make polyethylene goods.
57% confidence
