This segment is from Thursday's edition of "Digging for Value," in which sector analysts Joel South and Taylor Muckerman discuss energy and materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays and Thursdays. It can also be found on Twitter, along with our extended coverage of the energy and materials sectors @TMFEnergy.
It's a surprise to no one that North America is in the throes of a shale revolution, boosting crude oil and natural gas production to new heights. A bi-product from this drilling bonanza is ethane, a building block used in the creation of everyday products from rubber tires to video game consoles. In this segment, we field a question from Bill Hunnicutt, a Digging for Value listener, who wants to know which ethylene and polyethylene producers are benefiting the most from cheap natural gas liquids.
There are very few questions about this company in 2014