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
10Apr2026NGL Supply Growth Creates Need for New FracsEagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaSurging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain…READ
3Apr2026KMI Gains Bakken NGLs From ONEOK Contract Roll-OffEagle Ford, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Propane, TargaTarga Resources (TRGP) on March 18 declared a force majeure at …READ
27Mar2026Galena Park Disruption Widens LPG Arb, Shifts Advantage to EPD and ETEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, Permian, Propane, TargaTarga Resources (TRGP) on March 18 declared a force majeure at …READ
25Mar2026Ethane Crackers Gain as Hormuz Disruption Lifts Global Feedstock CostsEthane, Natural Gas Liquids, Propane, The Daley NoteUS Gulf Coast ethylene prices have moved sharply higher in the weeks since the war with Iran escalated, but the…READ
20Mar2026Ethane Crackers Gain Ground as Hormuz Disruption Lifts Global Feedstock CostsEagle Ford, Ethane, Hormuz, Natural Gas Liquids, NGL Insider, Permian, Propane, TargaUS Gulf Coast ethylene prices have moved sharply higher since tensions with Iran escalated, but the real driver is a…READ
13Mar2026Infrastructure Decides Who Captures India’s LPG OpportunityEagle Ford, Ethane, India, Natural Gas Liquids, NGL Insider, Permian, Propane, TargaThe market already understands the macro story: India cannot easily replace Persian Gulf LPG cargoes disrupted by the Iran war,…READ