"Rare-Earth Ripple Effect Hits Gasoline Producers" (link rare-earth with oil, a bullish sign)# Stock
S*r
1 楼
大家觉得有意思吗？ 为啥说点新闻，都要 某家， 这是是不是让人觉得，你很懂？
b*6
2 楼
以前注册好多 每天看邮箱很有惊喜啊
最近少了 555
最近少了 555
z*k
3 楼
"Rare-Earth Ripple Effect Hits Gasoline Producers" (VLO; TSO; SUN; MUR)
From the Wall Street Journal:
The skyrocketing cost of rare-earth metals from China is pushing up the
cost of gasoline production in the U.S., the latest sign of the wide-
reaching impact of Beijing's decision to restrict exports of the minerals.
Prices for some of the chemicals refiners use to process gasoline have
risen exponentially after China, which controls about 95% of the world's
rare-earth supply, said it would reduce exports of the metals by 35% in 2011.
The increase could raise gasoline-production costs by about a penny a
gallon and potentially lead some refiners to cut back on fuel production to
protect their profits.
Rare earths are elements that go into high-tech batteries, television
sets and military technology. Two of the most commonly used in the catalyst
component of refiners' gasoline-making fluid catalytic cracking units, or
FCCUs, are lanthanum and cerium, both of which more than tripled in price
between the second and third quarters of 2010, according to Australian rare-
earth supplier Lynas Corp. LTD.
Although rare earths account for only up to 4% of catalysts used in
these units, their recent price increase has added as much as an extra 25%
to catalyst costs, according to the National Petrochemical and Refiners
Association, a group representing the sector.
The increase comes as U.S. refiners are getting back on their feet
financially after years of low demand and tight profit margins. Refiners
such as Valero Energy Corp. and Sunoco Inc. sold some of their plants in
2010 to rid themselves of poor-performing assets.
"Any kind of increase, especially in today's markets and conditions, is
significant," said NPRA President Charlie Drevna.
The increase could pinch refiners even more if crude-oil prices suddenly
spike past $100 a barrel, as their process and raw-material costs would
rise faster than they can pass them along to consumers, industry analysts
said. A slower rise in crude prices would allow refiners some wiggle room in
regaining their costs at the pump.
There are about 100 FCCUs in the U.S.'s 150 refineries, ranging in
capacity from more than 100,000 barrels of oil a day to less than 10,000.
The typical 50,000 barrel-a-day FCCU uses an average of seven tons a day of
catalyst to help remove impurities from what will become gasoline and diesel
, with the increase in rare-earth prices projected to cost its owner an
extra $147,000 a month, said Bob Ludolph, principal petroleum refining
consultant for Ludolph Technology Consultancy Inc. Catalysts are generally a
refinery's second highest raw material cost after crude oil, Mr. Ludolph
said.
That would add about a penny to the production cost of each gallon of
gasoline made——not necessarily enough to make the consumer notice if it
was passed straight to the pump, but enough to make some refiners think
about scaling back production to protect their margins, according to an
industry analyst.
Adding to the cost is the U.S. drive for cleaner-burning gasoline and
diesel, which requires refiners to use more catalysts, according to the NPRA.
Refiners acknowledged that catalyst costs are growing but declined to
elaborate. Valero, which is the largest U.S. independent refiner and
operates 12 FCCUs ranging in capacity from 24,000 to 100,000 barrels of oil
a day, will probably address the issue during its fourth-quarter earnings
conference call, company spokesman Bill Day said....MORE
From the Wall Street Journal:
The skyrocketing cost of rare-earth metals from China is pushing up the
cost of gasoline production in the U.S., the latest sign of the wide-
reaching impact of Beijing's decision to restrict exports of the minerals.
Prices for some of the chemicals refiners use to process gasoline have
risen exponentially after China, which controls about 95% of the world's
rare-earth supply, said it would reduce exports of the metals by 35% in 2011.
The increase could raise gasoline-production costs by about a penny a
gallon and potentially lead some refiners to cut back on fuel production to
protect their profits.
Rare earths are elements that go into high-tech batteries, television
sets and military technology. Two of the most commonly used in the catalyst
component of refiners' gasoline-making fluid catalytic cracking units, or
FCCUs, are lanthanum and cerium, both of which more than tripled in price
between the second and third quarters of 2010, according to Australian rare-
earth supplier Lynas Corp. LTD.
Although rare earths account for only up to 4% of catalysts used in
these units, their recent price increase has added as much as an extra 25%
to catalyst costs, according to the National Petrochemical and Refiners
Association, a group representing the sector.
The increase comes as U.S. refiners are getting back on their feet
financially after years of low demand and tight profit margins. Refiners
such as Valero Energy Corp. and Sunoco Inc. sold some of their plants in
2010 to rid themselves of poor-performing assets.
"Any kind of increase, especially in today's markets and conditions, is
significant," said NPRA President Charlie Drevna.
The increase could pinch refiners even more if crude-oil prices suddenly
spike past $100 a barrel, as their process and raw-material costs would
rise faster than they can pass them along to consumers, industry analysts
said. A slower rise in crude prices would allow refiners some wiggle room in
regaining their costs at the pump.
There are about 100 FCCUs in the U.S.'s 150 refineries, ranging in
capacity from more than 100,000 barrels of oil a day to less than 10,000.
The typical 50,000 barrel-a-day FCCU uses an average of seven tons a day of
catalyst to help remove impurities from what will become gasoline and diesel
, with the increase in rare-earth prices projected to cost its owner an
extra $147,000 a month, said Bob Ludolph, principal petroleum refining
consultant for Ludolph Technology Consultancy Inc. Catalysts are generally a
refinery's second highest raw material cost after crude oil, Mr. Ludolph
said.
That would add about a penny to the production cost of each gallon of
gasoline made——not necessarily enough to make the consumer notice if it
was passed straight to the pump, but enough to make some refiners think
about scaling back production to protect their margins, according to an
industry analyst.
Adding to the cost is the U.S. drive for cleaner-burning gasoline and
diesel, which requires refiners to use more catalysts, according to the NPRA.
Refiners acknowledged that catalyst costs are growing but declined to
elaborate. Valero, which is the largest U.S. independent refiner and
operates 12 FCCUs ranging in capacity from 24,000 to 100,000 barrels of oil
a day, will probably address the issue during its fourth-quarter earnings
conference call, company spokesman Bill Day said....MORE
i*t
4 楼
朋友你误会了 某家特指LinkedIn
f*y
5 楼
我也发觉了，哈哈
f*t
6 楼
正解
【在 i****t 的大作中提到】
: 朋友你误会了 某家特指LinkedIn
【在 i****t 的大作中提到】
: 朋友你误会了 某家特指LinkedIn
b*6
7 楼
哈哈
P*l
8 楼
某家又有啥新闻了？
L*e
9 楼
那个经常发free sample连接的mm好久没见了。
w*i
10 楼
求解为何
【在 f********t 的大作中提到】
: 正解
【在 f********t 的大作中提到】
: 正解
b*6
11 楼
强烈建议开个free sample的置顶帖子 哈哈
H*1
12 楼
自上次我发帖被莫名删后再也不敢发类似的贴了。不知道是否有人遇到同样问题。
b*6
13 楼
?
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