Wanted: A Home for Suddenly Stranded Ethane
As the Trump administration clamps down on ethane exports to China, industry is scrambling to find a home for displaced…
Enterprise
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.
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…
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…
What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil
Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note, Western Midstream Partners
Despite lower WTI prices, the rush is still on to build gas processing in the Permian Basin. Developers have used…
China Trade Fight Could Ruin Bullish Propane Outlook
The US propane market was on pace for a strong year in 2025, before a trade fight erupted between Washington…
Permian Growth in ‘25 Fuels Upside for Export Docks
Permian supply growth will bring more barrels to Gulf Coast terminals this year and increase pipeline congestion. East Daley forecasts…
Harmon Creek Project Lifts Northeast Ethane for Mystery Market
East Daley is monitoring several expansions in the Northeast that will increase regional ethane production. One of these, MPLX’s Harmon…
Who’s the Next Ethane Customer? The Case for GAIL
US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock. Who will…