SpaceX is Rocket Fuel for Gas Demand
SpaceX is emerging as one of the largest new customers for natural gas. The upside is real for midstream: The…
Energy Transfer
Energy Transfer’s Vaquero Deal Only Works With Downstream Control of Gas, NGLs
Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, Targa
Energy Transfer agreed to acquire Vaquero Midstream for $2.625B, a price that implies fees above any Delaware Basin G&P peer.…
ET Needs Other Levers to Make $2.625B Vaquero Deal Work
Energy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream Partners
Energy Transfer agreed to acquire Vaquero Midstream for $2.625B, a premium price that implies fees above any Delaware Basin G&P…
A US Diesel Export Ban Would Also Roil NGL Markets
Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, Targa
The White House is reportedly considering a 90-day US diesel export ban to ease record prices ahead of the midterms,…
Uinta Activity Builds Ahead of Price River Expansion
Producers in the Uinta Basin are increasing activity ahead of another step-up in the basin’s crude takeaway capacity.
VLEC Fleet Growth Sets Up the Next Leg of US Ethane Exports
Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, Targa
The global ethane shipping fleet is entering its largest expansion cycle to date, removing a key constraints on future US…
Terminal Expansion Creates Relief Valve for Northeast NGLs
The Repauno terminal’s Phase 2 expansion is on track to begin operations in early 2027, according to sponsor FTAI Infrastructure.…
Repauno Expansion Adds Northeast NGL Relief Valve
Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, Targa
The Repauno Phase 2 expansion remains on track to start in early 2027, increasing East Coast LPG export capacity and…
Another One! Enbridge Tests Shipper Interest in New Permian Gas Pipeline
Enbridge on Sept. 15 launched a non-binding open season for its proposed West Texas Express, adding another potential outlet for…
High Nitrogen Content Dogs Some LNG Projects
Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, Targa
Elevated nitrogen content in natural gas flowing from the Permian Basin is creating operational hazards for some LNG exporters, particularly…