NGL Supply Growth Tests Limits of Frac Capacity
Fractionation capacity is an underappreciated constraint in the US NGL value chain, and the limits are being tested. Rapid growth…
Eagle Ford
Permian Crude Supply Takes a Hit from Winter Storm Fern
Winter Storm Fern, one of the strongest Arctic fronts in decades, pushed through the Lower 48 the last week of…
Revised September Data Pushes Ethane Exports to Record High
The Energy Information Administration (EIA) has sharply revised ethane exports higher in September to a new record high, reflecting gains…
KMI, Phillips 66 Eye California Demand as Western Gateway Advances
California’s demand for refined products is in the spotlight after Phillips 66 (PSX) and Kinder Morgan (KMI) launched a second…
Freeze Risk Returns to the Permian as Arctic Air Targets West Texas
A massive winter storm is expected to push through Texas and the Permian Basin this weekend, placing the full NGL…
Canadian Barrels Face Most Risk from Venezuela Rebound
Is the US intervention in Venezuela bullish or bearish for energy? Oil prices have gyrated wildly since the US seized…
Ethane, Propane Exports Diverge in 2025
US NGL exports diverged sharply in 2025, offering an early signal of how global trade fragmentation may shape flows in…
Recent WTI Decline Risks Permian Production Outlook
Crude oil prices plumbed new depths in mid-December, capping off a challenging year for producers. WTI prices reached a threshold…
ONEOK Continues to Fill Expanded Elk Creek Pipeline
Since the initial volume increase on Elk Creek in 2Q25, the pipeline saw another step-up in 3Q25, with throughput rising…
Bridger Reaps Gains as Double H Closes to Crude Service
Crude markets have lost the services of Kinder Morgan’s (KMI) Double H Pipeline, which suits the True Companies just fine.…