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US trade truce allows for ethane to be exported to China

The U.S. opened the door to ethane imports into China on Wednesday. Enterprise Products Partners, Energy Transfer and other producers received letters rescinding the restrictive license requirements that were in place only weeks earlier. This was a clear sign that the U.S. - China trade truce is on track.

In late May and early in June, the U.S. placed restrictions on ethane and a large number of other exports to China after Beijing was accused of slowing down shipments of rare Earths essential to automakers and many other industries.

The letter removing the requirement for a license was sent on Wednesday after the United States, China and other countries resolved the issue last week involving shipments of rare-earth minerals and magnets from China to the United States.

Last week, the Commerce Department made a first move toward lifting the restrictions. It sent letters to Enterprise Products and Energy Transfer as well as the traders of ethane, Satellite Chemical USA, and Vinmar International. The letters informed the companies that they could load the ethane onto vessels bound for China, but could not deload the ethane without authorization.

Vinmar Satellite has not responded to comments immediately.

Neither the U.S. Department of Commerce nor the White House responded immediately to comments.

Ethane Shipments

Ship tracking data from Kpler revealed that ethane shipments into China stopped in June due to the requirement for a license. They had dropped from 257,000 barrels a day in May.

A stoppage in the shipments of ethane from the United States, which is extracted mainly from shale-gas and used as a feedstock for petrochemicals, would hurt both U.S. producers and Chinese petrochemical companies.

Ethane is used as a feedstock by Chinese petrochemical companies because it's cheaper than naphtha. U.S. producers of oil and gas need China to purchase their natural gas liquids, as the domestic supply exceeds the demand.

On Wednesday, at least eight vessels headed to China after being stalled on the U.S. Gulf Coast due to curbs in June. In June, at least one ship which usually travels between the United States of America and China travelled to India as companies searched for other markets.

Samantha Hartke, a Vortexa analyst, said Wednesday's letter was "business as usual". She added that she expected July's ethane to return to its seasonal norm of 240,000 barrels a day. Reporting by Arathy S. Somasekhar, Houston; editing by Lisa Shumaker

(source: Reuters)