Ship Construction Boom Breaks Constraint on Ethane Exports
The global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…
Natural Gas Liquids
Record Propane Stocks Raise Risk of Year-End Price Pressure
Anadarko, Delaware Basin, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, Targa
US propane and propylene inventories increased 7% W-o-W for the week ending July 17, the largest weekly percentage gain since…
Bloated Storage Puts Propane Prices Over a Barrel
US propane inventories increased 7% for the week ending July 17, the largest weekly gain in over a year. Propane…
Waha Gains Reset Permian Ethane Economics
Energy Transfer, Ethane, Kinder Morgan, Natural Gas, Natural Gas Liquids, Permian, Phillips 66, The Daley Note
The startup of two Permian pipeline expansions has helped pull Waha natural gas prices out of persistently negative territory, materially…
The Era of Cheap Ethane is Over
The commissioning of the GCX expansion on June 10 marked a structural shift in Permian ethane economics. Waha natural gas…
With Foothold in China, Nederland Expansion Helps ET Extend Ethane Dominance
Energy Transfer (ET) plans a 240 Mb/d ethane expansion at the Nederland Terminal in southeastern Texas, further strengthening its dominant…
With Foot in China, Nederland Expansion Extends ET’s Ethane Dominance
Energy Transfer (ET) plans a 240 Mb/d ethane expansion at its Nederland terminal in southeastern Texas, further strengthening its dominant…
Antero’s Growth Story Gets Drier
Antero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…
Enterprise Quickly Maxes Out Neches River Ethane Exports
Less than a month after startup, Enterprise Products is already testing the limits of the expanded Neches River export terminal…
Permian Producers Shutter Wells to Manage Negative Waha Prices
Crude, Energy Transfer, Kinder Morgan, Kinetik, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream Partners
The Permian gas pipeline bottleneck is forcing some producers to curtail or shut-in wells to limit their exposure to negative…