EPD’s Bahia Ramp Beats Expectations
Enterprise Products (EPD) wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings.…
Natural Gas Liquids
Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL Fight
Energy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley Note
Enterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…
NGL Supply Growth Tests Limits of Frac Capacity
Fractionation capacity is an underappreciated constraint in the US NGL value chain, and the limits are being tested. Rapid growth…
NGL Supply Growth Butts Up Against Frac Capacity
Fractionation capacity is an underappreciated constraint in the US NGL value chain, and the limits are being tested. Rapid growth…
Ethane, Propane Exports Diverge in 2025
US NGL exports diverged sharply in 2025, offering an early signal of how global trade fragmentation may shape flows in…
Revised September Data Pushes Ethane Exports to Record High
The Energy Information Administration (EIA) has sharply revised ethane exports higher in September to a new record high, reflecting gains…
Arctic Blitz Cuts Energy Supply, Ignites 100%+ Henry Hub Rally
After a long spell of mild weather, Old Man Winter has returned with a vengeance. A powerful Arctic storm is…
Freeze Risk Returns to the Permian as Arctic Air Targets West Texas
A massive winter storm is expected to push through Texas and the Permian Basin this weekend, placing the full NGL…
ONEOK Ramps Volumes on Expanded Elk Creek Pipeline
ONEOK continues to rapidly fill its expanded Elk Creek Pipeline, diverting more ethane from its legacy Bakken pipeline to the…
Ethane, Propane Exports Diverge in 2025
US NGL exports diverged sharply in 2025, offering an early signal of how global trade fragmentation may shape flows in…