Ethane Recovery Set to Ease After Matterhorn
Executive Summary: Rigs: The US total rig count decreased by 12 for the August 11 week, down to 544 from…
Natural Gas Liquids
Pipes, Plant Expansions Support Next Permian Growth Phase
Energy Transfer, Enterprise, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley sees Permian Basin gas production growing ~1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines.…
One Simple Trick to Solve ONEOK Contracting Risk
ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, its Permian NGL pipeline. OKE can mitigate…
New Gas Infrastructure Supports Permian NGL Growth
Executive Summary: Rigs: The US rig count decreased by 9 for the August 4 week, down to 559 from 568.…
Pinnacle Deal Lowers Volume Risk for PSX, Sand Hills Pipeline
While the Permian NGL sector is in expansion mode, Phillips 66 (PSX) is one of the few not building new…
Big Pipe Build Shifts Market for Permian NGLs
Executive Summary: Rigs: The US total rig count decreased by 2 for the July 28 week, down to 557 from…
Permian NGL Dynamic Ready to Flip, Leaving Some Behind
Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note
Permian NGL takeaway capacity is extremely tight now, but that dynamic is about to change, according to East Daley’s basin…
Enterprise Expanding EHT to Meet Ethane, LPG Demand
Executive Summary: Rigs: The US total rig count increased by 1 rig for the July 21 week, up to 560…
Enterprise Expanding Terminal to Meet Global NGL Demand
Enterprise Products (EPD) will expand its Enterprise Hydrocarbons Terminal on the Houston Ship Channel to meet strong global demand for…
Bakken NGL Battle Creates Downside for ONEOK
The battle for Bakken NGLs could prove costly for ONEOK. Kinder Morgan (KMI) is taking on the basin leader with…