5Jun2026Ethane Exports Keep Ripping, Spurred by Middle East DisruptionsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteEthane has become one of the most geopolitically important commodities in the global energy trade. The US is effectively the…READ
28May2026Medford Frac Rebuild Helps ONEOK Unlock NGL OptionalityBakken, Enterprise, Ethane, Natural Gas Liquids, Oneok, Propane, The Daley NoteONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma after the facility was damaged in a July 2022 explosion.…READ
15May2026ONEOK Rebuilds Medford Frac to Unlock NGL OptionalityBakken, Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…READ
12May2026Texas GulfLink Breaks Logjam Hampering Crude ExportsCrude, Energy Transfer, Enterprise, Phillips 66, The Daley NoteSentinel Midstream is answering the call for more crude oil export infrastructure. While disruptions tied to the Iran conflict have…READ
8May2026The Market Underestimates Propane SupplyEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66There is materially more propane supply hitting the market than most participants are pricing in.READ
7May2026Propane Balance Hinges on Enterprise ExpansionEnterprise, Natural Gas Liquids, Propane, The Daley NoteEnterprise Products’ Neches River Terminal Phase 2 expansion is emerging as a key swing factor for the 2026 propane balance.…READ
1May2026Project Delay Pushes Back New Ethane DemandEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66The Golden Triangle Polymers project has been delayed until 2027, pushing back a key source of new US ethane demandREAD
29Apr2026Golden Triangle Delay Postpones New Ethane DemandEnterprise, Ethane, Natural Gas Liquids, The Daley NoteGolden Triangle Polymers, a world-scale ethane cracker under construction in Orange, TX, has been delayed by at least six months,…READ
24Apr2026Neches River Expansion Critical to Keeping Propane Market in BalanceEagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaEnterprise Products’ (EPD) Neches River Terminal Phase 2 expansion is emerging as a…READ
17Apr2026Oil Gains Boost NGL Supply OutlookEagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaUS NGL production is set to expand by ~2.2 MMb/d over the next five years, with a stronger macro oil…READ