Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight
NGL production in the Northeast hit a new high in 2Q24 and East Daley expects output held at record levels…
Natural Gas Liquids
LPG Export Outlook Stays Bullish
Executive Summary: Rigs: The total rig count decreased by 1 for the October 27 week, down to 559 from 560.…
Tight Dock Space Pays Off for LPG Exporters
Executive Summary: Rigs: The total rig count decreased by 10 for the week of October 20 from 571 to 561.…
The Hot Cash-and-Carry Trade in Energy
Very low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an…
Price Contango Creates Ethane Storage Play
Executive Summary: Rigs: The total rig count decreased by 9 for the October 13 week, down to 560 from 569. Liquids-driven…
Shell Cracker Draws Northeast Ethane to Record High
Ethane production in the Northeast hit a new record in 2Q24 of 394 Mb/d, led by demand from Shell’s Monaca…
Time to Talk Dock Constraints in the Northeast
Executive Summary: Rigs: The total rig count decreased by 2 for the October 6 week, down to 568 from 570.…
Matterhorn Turns the Page on Ethane Glut
Four months ago, East Daley was bearish ethane price given there is no meaningful new demand coming online until mid-‘25.…
Fast Matterhorn Ramp Boosts 4Q Growth Outlook
Flows have ramped quickly for the Matterhorn pipeline, fueling optimism for Permian supply growth in 4Q24.
Matterhorn Flips the Ethane Story
Executive Summary: Rigs: The total rig count decreased by 7 for the September 29 week, down to 565 from 572. Flows:…