EPD Refused License to Export Ethane. What is the Risk to Midstream?
The Department of Commerce has denied Enterprise Products an export license for three ethane cargoes to China.
Energy Transfer
Kinetik Rides Post-Earnings Momentum
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Kinetik Holdings (KNTK) shares have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary.
Trump Administration Adds Hurdles to Ethane, Butane Exports to China
The Trump administration has placed new restrictions on ethane and butane exports to China in a move likely to disrupt…
Upstart Challenges ET’s Hold on Northeast LPG Exports
A new player on the Delaware River is eyeing Energy Transfer’s stranglehold on the Northeast LPG market.
Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers
Tallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…
ET Readies Nederland Expansion Amid LPG Market Noise
Energy Transfer’s Flexport expansion is nearing startup. Ethane service is expected later in May, propane in July, and ethylene by…
Weak Flows Suggest Double H Unwinding is Here
Kinder Morgan is still months out from starting the Double H Pipeline conversion from crude oil to NGL service, yet…
Permian E&Ps Trim Guidance, Signal Slower Growth Phase Ahead
The Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to pull back…
Woodside’s Bold LNG Bet Adds to Demand Wave
Woodside Energy will move forward with the Louisiana LNG project without a diversified customer base. The $17.5B FID is a…
Citadel Hits the Ground Running in the Haynesville
Hedge fund Citadel is quickly making a splash as an E&P operator, ramping up drilling in the Haynesville just two…