"The bottle neck is U.S. exports right now," said Armaan Ashraf, head of natural gas liquids at consultancy FGE.
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Along with plant upgrades, new shipping capacity is required. For every one-million tons per year in cracking capacity, at least six dedicated VLECs are needed to ship the feedstock, Ashraf said.
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"The whole segment is not doing very well. There are always other sectors that they can tap down on when it comes to trade war," FGE's Ashraf.
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