7May2026Propane Balance Hinges on Enterprise ExpansionEnterprise, Natural Gas Liquids, Propane, The Daley NoteEnterprise Products’ Neches River Terminal Phase 2 expansion is emerging as a key swing factor for the 2026 propane balance.…READ
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
16Apr2026Back a Frac: Supply Growth Creates Next NGL BottleneckEnergy Transfer, Enterprise, Natural Gas Liquids, Oneok, Phillips 66, Targa, The Daley NoteSurging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation. East…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
9Apr2026KMI Poaches Bakken NGLs From ONEOK Contract Roll-OffBakken, Crude, Kinder Morgan, Natural Gas Liquids, Oneok, The Daley NoteONEOK will lose ~18 Mb/d of NGLs in the Bakken to Kinder Morgan when a shipping contract rolls off later…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
1Apr2026Targa’s Galena Park Disruption Opens Door for Competing ExportersEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Propane, Targa, The Daley NoteAn outage at Targa Resources’ Galena Park terminal comes at a precarious moment for global LPG markets and could boost…READ