Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
Infrastructure: The latest ship-tracking data shows most terminals saw increased exports in 3Q25. Exports: Total NGL exports declined 23.6% W-o-W…
Ethane
NGL Supply Poised to Climb This Winter
East Daley Analytics expects US NGL supply to rise modestly this winter, up ~21 Mb/d in 4Q25 from 3Q levels,…
Targa’s Speedway Raises Stakes on Permian Overbuild
Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…
Neches River Ramp Pushes Ethane Exports to Record in September
US ethane exports likely hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches…
Neches River Ramp Pushes Ethane Exports to Record in September
US ethane exports hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches River…
Ethane Recovery Jumps in Bakken, Lifting ONEOK Pipeline
Bakken producers boosted ethane recovery in 2Q25, lifting results for ONEOK’s (OKE) Elk Creek NGL pipeline.
Elk Creek Volumes Jump on Bakken Ethane Recovery
ONEOK’s (OKE) Elk Creek NGL pipeline posted a sharp jump in 2Q25 as Bakken producers boosted ethane recovery.
China’s Coal-to-Chemicals Quest Could Threaten Ethane Exports
China in February and June commissioned more petrochemical plants able to use coal to produce polymers. These massive complexes sprawl…
Petchem Industry Grapples with Global Overcapacity
Low margins and excess capacity have led to a reckoning in the global petrochemical industry. Companies in Europe and Asia…
Ethane Data Revisions Highlight Growing Petchem vs Export Competition
The Energy Information Administration (EIA) has revised upward its 2024 ethane data, confirming that supply growth was stronger than previously…