Exxon Aims Baytown Expansion - Analyst Blog

By Zacks.com June 04, 2012, 01:51:07 PM EDT

ExxonMobil Corporation ( XOM ) is planning an extensive petrochemical expansion program at its Baytown complex. This move mainly reflects the U.S. energy giant's confidence to capitalize on the country's increasing supply of natural gas in the filed of chemical industry.

This multibillion dollar expansion program at ExxonMobil's petrochemical complex − located approximately 30 miles (50 kilometers) east of Houston − involves the construction of a new ethane cracker at the Baytown complex as well as two polyethylene production lines in the neighborhood of its plastics plant in Mont Belvieu.

The company has already filed approval requests with the U.S. Environmental Protection Agency and the Texas Commission on Environmental Quality. However, the final decision of the project will be taken following the completion of the review and approval procedure that is expected to take about a year or so. ExxonMobil also expects the facilities to be online in 2016.

Operating since 1920, ExxonMobil's Baytown is the largest petroleum and petrochemical complex in the U.S. Its steam cracker is able to tackle up to 1.5 million tons per year and provide 650,000 tons of feedstock to the new production lines at the Mont Belvieu plastics unit.

Apart from generating 10,000 temporary construction jobs as well as 350 permanent jobs, this expansion will likely create approximately 3,700 jobs in the Baytown area. ExxonMobil occupies the pioneering position in North America's natural gas producer following the acquisition of XTO Energy for $25 billion in 2010. Hence, utilization of much low priced gas for a petrochemical feedstock is believed to be the most profitable option that also generates more employments at home.

The company remains enthusiastic about the abundance of North American natural gas resources and believes that it can sustain domestic energy needs as well as export to the international market. ExxonMobil's Gulf Coast agenda and Baytown, are well equipped to meet domestic requirements. It can also cost-effectively export chemical production to South America, Europe and Asia Pacific.

Hydraulic fracturing, or fracking − involving the high-pressure injection of water, sand and chemicals deep underground for tapping more natural gas from dense rock formations − is responsible for a supply glut that has pressured natural gas prices to hit a decade low level. Despite the collapse in natural gas prices, Exxon expects unconventional gas to play a dominant role in future supplies owing to the rapid decline in conventional production.

We maintain our Neutral recommendation on ExxonMobil for the long term. The company, which competes with Chesapeake Energy ( CHK ), holds a Zacks #3 Rank, which is equivalent to a Hold rating for a period of one to three months.


 
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, Business, Stocks

Referenced Stocks: CHK, XOM



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