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The year 2023 has been a bad year to be a canal user. Between a drought aggravated by El Nino and a shooting war by Houthi terrorists, transit costs and risks have risen steeply.

The two major canals for transoceanic shipping in the world are seeing events affecting their operation which are beyond their control. The Panama Canal is suffering a slowdown in transits due to a drought reducing the water level of Gatun Lake which feeds the canal lock system. The Suez Canal is being affected by hostile Iranian-backed Houthis in Yemen threatening shipping in and out of Israel moving through the Red Sea. They claim to be after ships to and from Israel, but it doesn’t appear that their target identification is very good.

The Suez Canal does not use locks so it can pass more ships per day. While the Panama Canal suffers from drought limiting its throughput, the Suez Canal has no new physical impediments. It is affected by ship operators who elect to bypass the Houthi threat by going around the Cape of Good Hope. Since 17 November, 2023, 55 ships have rerouted around the Cape of Good Hope and 2,128 ships have passed through the Suez Canal according to Reuters.

The Panama Canal auctions-off transit slots on a daily basis. During normal conditions before the drought, there were 36 transits per day. At the start of December, 2023, that rate was at 22 transits per day and the cost of a transit has risen accordingly. As of 15 December, 2023, the transit rate was increased to 24 transits per day through both the Panamax and Neopanamax locks.

The US produces more gasoline than it consumes and most of the excess is exported from the Gulf Coast. For buyers along the Atlantic basin, the US produces the cheapest gasoline. The Gulf Coast also supplies refinery products to the Pacific rim via the Panama Canal.

Within the US, gasoline prices have been low owing to excess inventories. Because of the Panama Canal slowdown, some refineries may have to reduce production to prevent further inventory buildup, potentially resulting in increased prices generally and heating oil in particular.

Panama Canal “slots are prioritized according to highest bid in auction processes, full containers, market and customer rankings,” according to Reuters.

I am asking this question because the transition away from fossil fuels will have a serious knock-on effect on a very large sector of the global economy. Of the total liquid hydrocarbon production, 14 % goes to the petrochemical markets. Of natural gas production, 8 % goes to petrochemicals.

There is a serious complication connected with the idea of shutting down the combustion of hydrocarbon fuels. The elimination of oil and gas combustion activity means that crude oil production drops precipitously and therefore so would refining. Oil refineries are designed to maximize the volume of their most profitable products while minimizing their cost to manufacture. I refer to gasoline, diesel and aviation fuel. Petrochemicals come from oil and gas. Their economics ride on the coattails of fuel production to some extent in terms of scale. Refineries are physically large operations so as to operate with the maximum economy of scale. Maximum economy of manufacturing scale drives consumer prices downward.

Refineries produce much more than fuels. They produce asphalt, lubricating oil, polymer raw materials, petrochemicals for pharmaceuticals and other raw materials for thousands of products we take for granted. There are countless uses for petrochemicals beyond throw-away plastic bottles and bags. Just look around where you are sitting this very moment. Unless you are in Tierra del Fuego or Antarctica, you can’t help but see examples of hydrocarbon applications.

The Future of Petrochemicals, IEA
Flow of oil and gas streams to chemical product production. Source: The Future of Petrochemicals, IEA.

Could refineries adapt to the loss of a large fraction of their fuels production and still produce petrochemicals? Engineering-wise, I’d say yes. But as far as economics go, that is a harder question to answer. Company officers have a fiduciary responsibility to the stockholders. This is a baked-in feature of corporate business. The promise of ever-increasing margins and volumes is part of that. Switching gears towards sustaining the petrochemical sector in the face of declining fuel sales is natural in one sense, but if it involves declining EBITDA over time, it could be disastrous for the stock market. Petrochemical prices might have to climb drastically to sustain earnings. Players in the global oil & gas market are extremely twitchy. The mere suggestion of a potential problem is enough to send prices soaring or diving. Luckily, a wind-down of fuel production will take some time during which the players might be able to compensate.

Look around you. How many consumer goods come in plastic containers or plastic film-coated paper? All of our electronic devices are built into casings of some sort, most of which have plastic or fiberglass (resin impregnated glass fiber) components. The list is endless. For many or most of these things to stay on the market, a substitute material will be needed to replace the hydrocarbon-based materials. Wooden casings for computer monitors and iPhones? What about paint? Paint is loaded with hydrocarbon components.

A vast number of products we take for granted use hydrocarbon materials in some way. Perhaps renewable plastics will scale to meet certain demands. Recycling applies only to those plastics that can be melted- the thermoplastics. Thermoset plastics like melamine cannot be melted and so cannot be recycled. Recycling only works if consumers close the recycling loop. Plastics must be carefully sorted in the recycle process. When a mixture of plastics is melted, the blend can separate like oil and water producing inferior product. National Geographic has a good web page describing recycling.

Some plastics such as clear, colorless polyethylene films are usually pure polymer. Most synthetic polymers are colorless. In general, any synthetic polymer that is colored has pigments in it. Black plastic is loaded with soot for instance. Many polymer films for packaging are multilayered with different types of polymer layered together.

Waste thermoplastic with food residues is very problematic, especially those with oil residues. Waste plastic for recycle must be clean. Multilayer plastic films are not suitable for recycling either.

Source: Technical Bulletin, Saint Gobain. Multilayer film structure with 3 different films and two tie layers between them. The Nylon layer provides toughness and tear resistance. The polyethylenevinyl alcohol (ethylene-vinyl chloride copolymer) layer (EVOH) blocks the transmission of oxygen and carbon dioxide. Low density polyethylene (LDPE) layer provides broad chemical compatibility along with biocompatibility for safe handling of biopharmaceuticals. Not all polymers are compatible with melt bonding. The tie-layer is a melt-bondable adhesive polymer film that hold the layers of polymer into a single film. The tie layer polymer is often a polyethylene film that has a surface layer of organic acid or anhydride groups that can bind to other polymers by melt bonding.

Other additives such as plasticizers are present in flexible plastics like polyvinyl chloride (PVC) or other compositions where suppleness is important. Pure PVC is rigid. Additives are an industry unto its own. The varieties and grades in the plastics business is mind boggling. The variety of plastic compositions is too diverse to allow recycling of all plastics.

Polymer manufacturing is likely to continue indefinitely. There is simply too much money at stake for the big oil & gas and petrochemical players to deconstruct themselves to a large extent. They will, however, follow the consumer, but how far?

So, the question is this- for the sake of keeping a viable petrochemical stream in place while hydrocarbon fuel consumption declines, how much hydrocarbon fuel can we burn per year without exceeding the capacity of the earth to absorb the CO2 produced? We want to lower the slope of the atmospheric CO2 curve enough to achieve a reasonable steady state. The global economy depends very much on the production and use of petrochemicals. People will generally avoid economic suicide.

Where is the balance point for a sustainable production of necessary petrochemicals and the decommissioning of hydrocarbon fuel production? I certainly don’t know.

Reuters has reported that the crack spread enjoyed by oil refiners is currently sitting around $37.50. The crack spread is the difference between the price of crude oil and the petroleum products coming from it. This number is an indicator of the profitability of refinery output.

Cracking is a major operation at oil refineries where heavy, long chain hydrocarbons are broken into shorter chain hydrocarbons. Crude oil naturally contains a limited amount of components suitable for modern engines. An important attribute is branching. The goal is to produce the most valuable products from otherwise longer chain, lower value hydrocarbons.

A Scratch in the Surface of Gas Chromatography

The analytical workhorse of the petroleum refinery is the gas chromatograph, or GC. The GC consists of a precisely controlled oven and within it is a coiled, small diameter hollow fiber many meters in length. It is called a capillary GC column. At one end of the column is an injection chamber with a silicone septum that samples are injected through via syringe. This chamber is hot enough to flash evaporate the sample but not so high that it decomposes. For instance, I have usually used a 250 oC injector temperature. A common volume of liquid to be injected is 1 microliter. The sample can be neat or a solution and must be scrupulously free of particles.

Inside the injector is the carrier gas input- helium is often used. A large amount of the vaporized sample is flushed out of the injector leaving only a small quantity of sample to be injected. Connected to the injector is the entrance of the capillary column. The goal is to inject a very narrow plug of sample into the capillary column all at once. After the injection, the detector is activated and the data collection begins. Progress can be followed in real time or not. Once the sample is on the column the GC run must be taken to completion. There is no reset for the column.

Capillary column. Source: Agilent.

The inside surface of the long capillary column can be just fused silica or it can have a coating. In any case, the components of the sample each have a different affinity for the inner wall of the capillary. As the carrier gas pushes the vaporized sample components along, the components with the least affinity for the inner column surface advance through the column fastest and arrive at the detector earlier. Generally, the higher the molecular weight, the lower the volatility and the longer it takes to exit the column.

At the terminus of the capillary column is the detector. There are a variety of methods used to detect sample and send a signal to the plotter or computer. A particularly useful type of GC system uses a mass spectrometer as a detector. The flow of components enters an ionization chamber and positive ions are generated by electron impact and sent through the mass analyzer and on to the detector. This is occurring continuously as the sample components exit the column. As the components are detected, a regular chromatogram is collected and displayed. The difference with the mass spec detector is that along the timeline, mass spectra are also collected. It is possible to select any given peak in the chromatogram and display the mass spectrum.

A mass spectrum for every peak. Source: God I hope they don’t mind my using this graphic. American Chemical Society. I don’t need ACS goons banging on my door again!
Graphic from NASA showing schematic of the GC Mass Spec aboard the Huygens probe to Titan.

A mass spectrum detector offers the possibility of identifying the individual peaks from the molecular ion mass and the fragmentation pattern. That said, not all mass spectra are easily interpreted. Only cation fragments are visible. Neutral fragments must be inferred.

A stack of gas chromatograms showing the components of crude oil and several derived products below it. Each peak indicates a single component with the intensity along the y-axis and time in minutes along the x-axis. The area under each peak is proportional to the % composition in the sample. On the left side of the chromatogram are the components that are more volatile and exit the GC column earliest. The right side shows the components that exited the column after longer intervals. They are the longer chain molecules. Source: IRTC.

Back to the Crack

The most valuable refinery products are gasoline, fuel oil (including diesel), and aviation fuel. Within these three areas are subcategories that split into different product lines. These fuel product categories are defined by the number of carbon atoms in the blend of hydrocarbon molecules, saturation, and branching.

Refineries produce blended fuels affording certain properties according to their use. These properties include boiling point and vapor pressure specifications, octane or cetane numbers, viscosity, and pour point specifications. Between distillation, cracking, aromatization and reforming a wide variety of hydrocarbon substances are available from refining for formulation. A refinery is engineered to produce the largest volume of the most valuable hydrocarbons from continuous flow processes at the greatest profit.

Oh, I was just joking about the ACS goons. They don’t bang on your door.

Local laws mandating that 10 minute water breaks be given to construction workers every 4 hours have been eliminated by Tejas Governor Greg Abbott and the legislature under HB2127 titled “Texas Regulatory Consistency Act.” The bill was put forward by Rep. Dustin Burrows, R-Lubbock. The bill is seen as an effort to push back on progressive local laws by cities like liberal-leaning Austin and Dallas where ordinances have been put into place to protect construction workers against the oppressive heat of Texas. Abbott said the bill will “provide a new hope to Texas businesses struggling under burdensome local regulations.”

Hyperbole,  /haɪˈpɝː.bəl.i/, noun; a way of speaking or writing that makes someone or something sound bigger, better, more, etc. than they are

In Section 2 of the bill, it says the legislature finds that:  “(1) the state has historically been the exclusive regulator of many aspects of commerce and trade in this state; (2)  in recent years, several local jurisdictions have sought to establish their own regulations of commerce that are different than the state’s regulations; and (3)  the local regulations have led to a patchwork of regulations that apply inconsistently across this state.

The State claims to be the exclusive regulator of commerce and trade in the state pursuant to Section 5, Article XI, Texas Constitution. HB2127 was written to more closely define what kinds of codes local governments are free to do.

Given the state’s interest in commerce and trade, Section 6 removes any ambiguity in that regard. Labor regulations come under the heading of commerce and trade, so the state is the only lawgiver here.

HB 2127, SECTION 6.

Subchapter A, Chapter 1, Business & Commerce Code, is amended by adding Section 1.109 to read as follows:

Sec. 1.109. PREEMPTION. Unless expressly authorized by another statute, a municipality or county may not adopt, enforce, or maintain an ordinance, order, or rule regulating conduct in a field of regulation that is occupied by a provision of this code. An ordinance, order, or rule that violates this section is void, unenforceable, and inconsistent with this code.

Backers of the bill say that under OSHA, employers already have a duty to provide a safe workplace work place. A spokesman for the Associated Builders and Contractors of Texas said that “local rules impose a rigid scheme that, unlike OSHA guidelines, does not allow the flexibility needed to tailor breaks to individual job site conditions.”

However, according to David Michaels who led OSHA from 2009 to 2017, “Under OSHA law, it is employers who are responsible to make sure workers are safe,” said Michaels, now a professor at the George Washington University School of Public Health. “And we have compelling evidence that they are doing a very poor job because many workers are injured on the job, especially in Texas.”

Michaels also said that OSHA can issue a citation for a heat-related injury or death, but only after it has taken place. He also points out that OSHA has no national standard for heat related injury.

However, OSHA does have the General Duty Clause for situations where there are no specific standards applicable.

29 U.S.C. § 654, 5(a)1: Each employer shall furnish to each of his employees employment and a place of employment which are free from recognized hazards that are causing or are likely to cause death or serious physical harm to his employees.”

29 U.S.C. § 654, 5(a)2: Each employer shall comply with occupational safety and health standards promulgated under this act.

29 U.S.C. § 654, 5(b): Each employee shall comply with occupational safety and health standards and all rules, regulations, and orders issued pursuant to this Act which are applicable to his own actions and conduct.

The legislation to remove local laws regarding construction labor hazards was apparently motivated by the desire of the GOP to slap down islands of liberalism in Texas.

This graphic was produced by the Texas Tribune using data from Texas Department of State Health Services. Source: https://www.texastribune.org/2023/06/16/texas-heat-wave-water-break-construction-workers/

The chart above shows that known heat-related deaths in Tejas are up sharply in the last 2 years. Migrants and the homeless are hit particularly hard by hyperthermia.

I can understand the desire to smooth out the spotty nature of regulatory sovereignty across any state. It is really a matter of state vs local control and there shouldn’t be any confusing overlap of authority. Texas has chosen primacy over commerce and trade, of which labor is a part of. Somewhere in the process of this, someone noticed that regulations on water breaks mandated by municipal statute will be invalidated.

News stories came out with the shocking news that people working outdoors will not be guaranteed water breaks. The absence of statutory regulation on water breaks does not mean that workers will be denied water. Any employer who wants to retain employees will not deny water to employees. What has been invalidated are mandatory 10-minute water breaks every 4 hours. A workday is usually broken down into a break midmorning and midafternoon with lunch at around noon. These are 3 opportunities to grab a drink of water. A mandatory break after 4 hours past arrival places the break around lunch and quitting time anyway for an 8-hour day, so it is hard to imagine what advantage it gives for an 8-hour day. For longer days it would be beneficial. Employers who would deny water to employees should be punished.

Construction site managers object to rules that would interfere with things like concrete deliveries and crane work. Both are time sensitive activities. Even in the rough and tumble construction field, most companies will do the right thing and allow access to water at all times.

Texas HB2127 itself is silent on the matter of water breaks for workers. It simply reasserts authority already provided in the state constitution, namely as the, ” … exclusive regulator of many aspects of commerce and trade … ” and supersedes local statutes that overlap with what the state sees as its sovereignty. It seems a little sly, but not fundamentally corrupt.

So, the question becomes, will the State of Texas legislate mandatory water breaks for workers in hot environs? Given the rabid pro-business leanings of the state, it seems doubtful.

Am I taking the side of the Republicans on this? Goddammit, I hate to say it, but I suppose I am.

I’m running out of words to describe the deplorable ex-president #45. Just when you think he can’t add to his steaming heap of manure called a legacy, he shovels on more. It seems like there is no limit to the falsehoods he is willing to declare in public and no limit to what his supporters are willing to accept.

In regard to his indictments, he was recorded as saying something to the effect of “They’re not after me, they’re after you … I’m just standing in their way!” He is turning his indictments into the image of him sacrificing himself on the cross for the millions of Americans. A blood sacrifice for his beloved followers. If you supposed that this vaudevillian stunt was transparently phony to everyone, you’d be wrong.

#45 has been referring to “… radical-left Democrats, Marxist, communists and fascists …” in his gimmie-all-yer-lovin’ rallies. How absurd. Leftists aren’t fascists- they are antifascists. And by the way, what is wrong with being against fascism? #45 is using his usual mirror tactic of taking accusations against him and aiming it back at his critics. He knows very well that he isn’t being held accountable for truthfulness by the people he counts on. He tells big lies and repeats them over and over. It works for him. The very boldness of his lies somehow validates them in the minds of his followers.

Marxism and socialism have been in the scrapyard of history for a decades. The Soviet experiment with using socialism to get to communism was an abject failure. Stalin’s USSR was a brutal, murderous dictatorship tarted up to appear as a people’s paradise for those outside the iron curtain.

China today is a single party communist dictatorship that practices centralized control and nationalistic state capitalism. Previously, however, under the command of Chairman Mao Zedong, it is estimated that 40 to 80 million people died as a result of starvation, persecution, prison labor and execution in order to achieve his personal dream of a communist paradise.

It is difficult to find a communist state where people have the liberties that we in the US take for granted. It seems that to compel people to hand over their belongings to the state, a good bit of muscle is needed. Stalin found this out when he tried to collectivize Ukraine in the early 1930s. He ended up causing mass starvation and sending people to the gulags. The notion that the US is under threat from communist influence is without credibility. The odd communist may pop up now and then but they are little more than a curiosity not worthy of concern.

It is hard to know what Republicans regard as radical about Democrat ideals. Could it be that anyone who disagrees with today’s GOP is a “leftist radical”? If there are actual living, breathing Marxists among liberals in the US, they are likely to be lonely. There is Richard D Wolff at UMass, Amherst. Wolff is against capitalism and makes some fair points, but the momentum of history won’t be going his way any time soon. People still remember the Soviet experiment with Marxism-Leninism which was a disaster.

So·cial·ism: noun; a political and economic theory of social organization which advocates that the means of production, distribution, and exchange should be owned or regulated by the community as a whole.

Source: Google

Will citizens of the US ever acquiesce to turning over private property to a socialist government? Clearly, there is not a chance. The accusation that US liberals harbor socialistic desires is a Republican fever dream. The same with communism. The current population of US citizens would never embrace communism. Too many past instances of communist or socialist dictatorships in the world, and besides, Americans love their private property and would defend it with the umpteen hundred million guns under their pillows.

It is a Republican fantasy that only they are the true patriots in the US. This gives them license to posture as the only “real” Americans worthy of the title. This froze out as axiomatic for them many years ago, especially since the years of Mr. “trickle-down economics” Reagan.

Having social services is not the same as having socialism. A capitalist economy that provides a social safety net through taxation is not socialism. The capitalists still own their means of production, distribution and exchange.

Ordinary citizens in the US pay taxes to support the Army, Air Force, Space Force, Marines, Navy and Coast Guard. We also pay taxes and fees for upkeep on state and national infrastructure like roads, bridges, air traffic control and many other things. All of this goes to support our capitalist means of production, distribution and exchange.

Citizens pay exorbitant tuition to educate themselves to a level where they can contribute to operating our capitalistic enterprises. Payment for the common good isn’t borne exclusively by business. Both citizens and our capitalist enterprises benefit from this arrangement.

The business side should recall that citizens contribute to their corporate existence by funding their government contracts and by purchasing products that they off-shored to China to the detriment of US workers and security.

>>> A smattering of thoughts each too small for a post. <<<

I’ve been thinking about quantum chemistry lately, or more to the point, my graduate-level single semester experience with it. First let me say that prior to taking the qualifying exams on arrival to the graduate chemistry program, I made sure to bone up on the particle in a one-dimensional box model. And sure enough, it was on the entry p-chem exam. Whew! Dodged that bullet. However, of all 5 exams we took, I didn’t pass the statistical mechanics exam. I would have to repeat the exam and pass it by the end of the year. Instead of taking the undergrad p-chem course I decided to risk it and study on my own and as luck would have it, I managed to pass it. Another monkey off my back.

Back to the quantum chemistry course. Initially I was hoping to gain a bit of qualitative insight into the subject. As it turned out, it was really just a high level math class where the prof spent the whole term deriving all of the key equations. I think this is pretty common for this subject. There were zero interesting applications mentioned. He was either unable or unwilling to render any of it into sentences for context. The guy was a rock star in his area of solid state nuclear magnetic resonance. Once I went in for help during office hours and he told me he was busy and to come back in 2 weeks (!). I was finally convinced that putting scientists on a pedestal was a serious error and that a**holes were truly everywhere. Anyway, I made it through the experience and moved on. Haven’t had to think about Hamiltonians since.

==========

I was chatting with a toxicologist colleague recently about the big derailment and fire disaster in East Palestine, OH. I had suggested that the decision of the responders to vent and burn the remaining vinyl chloride was probably a good idea. There was some fear that there may be a runaway polymerization of the vinyl chloride. This would likely lead to an explosive rupture of the tank car and a possible BLEVE. This is from the report

On February 5, responders mitigated the fire, but five derailed DOT-105 specification tank cars (railcars 28–31 and 55) carrying 115,580 gallons of vinyl chloride continued to concern authorities because the temperature inside one tank car was still rising. This increase in temperature suggested that the vinyl chloride was undergoing a polymerization reaction, which could pose an explosion hazard. Responders scheduled a controlled venting of the five vinyl chloride tank cars to release and burn the vinyl chloride, expanded the evacuation zone to a 1-mile by 2- mile area, and dug ditches to contain released vinyl chloride liquid while it vaporized and burned. The controlled venting began about 4:40 p.m. on February 6 and continued for several hours.”

My colleague said that a fire releases aerosols that are likely to be especially deleterious to the lungs. Burning organic chlorides leads to hydrochloric acid formation with all of the joy that it brings to the dance. The smoke plume, elevated by convection, and probably carrying some amount of unburned chemicals will spread with the aerosols far and wide. This would contaminate a larger patch of environment and expose a more distant population than a simple spill at the crash site would. He wondered to what extent the chemicals shouldn’t have been removed at the site, spill or not, and the land be designated as a Brownfield.

==========

Elon Musk has been running off at the mouth again, this time seeming to take sides with the Dilbert cartoonist Scott Adams who was recently given the death penalty of abandonment by his publishers. Adams used his cartoon to go off on the Black population saying that Whites “should get the hell away from Black people” referring to them as a racist hate group.

Set aside the merits/demerits and morality of Adams’ racial views for a minute. As an adult and businessman he should have known the boundaries of acceptable content in his cartoon strips in the current social environment. He published content that appeared to have alignment with white supremacist ideas. In publishing this content, he made himself radioactive and he was dropped by his publishers who happen to have better business sense. What a dunce. He was playing with a loaded gun and it went off in his face.

So, His Excellency, Elon Musk, has stepped into the fray and condemned the excommunication of Adams from the comic strip pages. Musk said that while Adams’ comments weren’t good, there was an element of truth in them. He accused the media of providing a “false narrative” by giving more attention to Black victims of police violence than to White victims of police violence. This is on top of his general loosening on hate speech on Twitter and the reinstatement of banned accounts such as with #45. Musk is broadcasting that hate speech is as valid as any other speech on his platform. Businesses like Twitter are free to edit content or not as they please. Musk believes in a rough-and-tumble environment where most anything goes. As an owner, he is certainly free to do that. But as owner, he is also responsible for content that drives away business.

Irrespective of your beliefs in this matter or the obvious morality issues, it should be apparent that neither Adams or Musk seem to care about the effect on business of draping yourself in the flag of racism, or even just of allowing the perception of it. Savvy is a kind of vector- it has magnitude and direction. Musk has strong vectors in the technology direction, but not so much in the public relations direction. He doesn’t seem to have full control of his mouth just yet.

==========

Yet another reprint of posts from the past, this time from April 11, 2008.

As usual, Th’ Gaussling’s most interesting observations of the ACS meeting are of a proprietary nature and will have to go with me to the grave. Our student and academician friends can expound openly on what lights their fires. The lusty satisfaction of compelling oratory in the darkened halls of convention centers is part of the reward for the cardinals of the academy.  Members of the merchant class have to be satisfied with better dining.

People who are involved in personnel issues often speak of an employees “deliverables” as their work product. For those lucky enough to be in the academy, the work product includes teaching young minds, conducting research, and participating in the dissemination of the results in the form of papers and conferences.

For we chemists who did the deal with the devil in exchange for filthy lucre, our performance is rated somewhat differently.  Like academics, our performance metric only starts with some understanding of science. Once it is possible to begin understanding a thing, the task of transforming a process or material property into an item of commerce begins. In the chemical industry we do the most important reaction of all- the transformation of chemicals into money.

The part of the brain that sees a stick on the forest floor that resembles a tool is the same part of the brain that scans a molecule and sees latent functionality or value. The extraction of value from a composition or a process is a complex anthropological activity. Product development is anthropological because it involves the use of tools and organizational structure to provide products or services that are exchanged between groups.  

An industrial science group has to isolate value in some material property and contrive to bring some product or service into being.  But to get it to market, the science tribe has to cooperate with those with other skills. Organizations often resemble a confederation of tribes who cooperate with complex rituals and methods of exchange.

According to BloombergNEF, the United States is on course to double its natural gas liquefaction (LNG) capacity by 2027. US export capacity is expected to rise to 169 million metric tons per year with the opening of 3 new projects slated for funding approval this year. They are- Venture Global’s Plaquemines LNG, Sempra’s Port Arthur LNG, and NextDecade’s Rio Grande LNG. This new capacity will place the US well ahead of Qatar in annual production.

Appendix

LNG should not be confused with LPG, Liquified Petroleum Gas. LPG is a mixture of the somewhat heavier hydrocarbons propane, propylene, butylene, isobutane and n-butane. LPG is a fuel gas and can be used as an aerosol propellant and refrigerant.

LNG is composed mainly of methane (CH4) with a smaller amount of ethane (C2H6). Lesser amounts of propane and butane are isolated and sent to a separate stream. Natural gas is “sweetened” prior to cooling to remove corrosive hydrogen sulfide (H2S), carbon dioxide (CO2) gases as well as helium, mud, water, oil and mercury. Once the impurities are removed, the remaining methane/ethane mixture is cooled to −162 °C for bulk transport. On arrival at its destination, it must undergo a regasification process. In some locations seawater can be used to vaporize the LNG for injection into pipelines.

As an alternative to sea water heat transfer for regasification, LNG can be utilized for its “cold energy” potential. One application uses low temperature LNG as a refrigeration coolant for producing liquid oxygen and liquid nitrogen. Another use of the cold energy is to cool the exhaust of a gas turbine in a closed joule cycle with argon as the fluid.

Since we are talking about gaseous hydrocarbons, there is also a category of liquid hydrocarbons called condensates that accompany the production of natural gas and must be channeled into a separate processing stream because, well, they are liquid. Raw natural gas straight out of the ground may have varying amounts of condensates-

  • Crude oil wells can produce natural gas called associated gas and condensates may be entrained in the gas flow.
  • Dry gas wells produce gas that have no associated liquids.
  • Condensate wells produce natural gas with associate natural gas liquid.

Wikipedia explains the condensate situation in greater detail.

A collection of euphemisms from a single 30 minute meeting.

Cold eyes review– outside review

Get engaged– bring into the group

Out of pocket– gone

Dot eyes and cross Ts– tidy up details

Just to jump in– I’m interrupting

The old pot makes the best stew– try an old method

Reach out– contact someone

Get on the radar– pay attention to

Just a bit of corporate-speak here. Nothing out of the ordinary.

I have a collection of salty and scatological euphemisms from my days on the farm and while working in construction, but I keep them close to my chest. I think others are grateful for that.

Today we hear about lithium batteries ad nauseum. Everyone is anxious to achieve a bright battery-powered electric future for happy motoring. Mineral exploration has revealed a few new sources of lithium and mines are increasing production. Battery factories are ramping up and R&D keeps turning out tweaks in battery technology. Many are betting on or prophesying the eventual phase-out of hydrocarbon fueled motor vehicles.

Lithium is quite scarce and is the 25th most abundant element on earth with about the same crustal abundance as chlorine although this may vary with the source. For the most part, lithium is fairly widely dispersed in the earth’s crust but it is subject to concentration by hydrothermal transport, forming evaporite deposits or briny ground water. Lithium is also a component of the mineral spodumene which can be found in pegmatites within some host formation. An uncommonly rich site was at the Foote Company Mine in the Kings Mountain Mining District of North Carolina. This operation produced lithium carbonate, Li2CO3. This is a common finished product because it can be removed from a solution of lithium chloride by treatment with sodium carbonate to precipitate the poorly soluble lithium carbonate.

This light metal has many chemical uses apart from batteries. For instance, organolithium reagents are a vital part of the chemical industry clocking in at about $1 billion per year in sales. Organolithium reagents are an indispensable part of organic synthesis. Switching to a reagent with a different metal usually does not work well, giving poor results or the wrong reactivity.

Today we’re seeing organolithium prices rise dramatically with little expectation that it will ever come back and no clue of how it plays out in the future. If a few select lithium reagents, e.g., LiAlH4 or n-butyllithium, go off the market, it will be a bad day for the organic synthetic industry as well as for chemical R&D in general. It is an unexpected consequence of the switch to reduced carbon EVs.

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