Seminole Project Removes Slack from Permian NGL Balance
Executive Summary: Rigs: The total US rig count decreased by 2 rigs W-o-W, down to 584 from 586 for the…
Natural Gas Liquids
Waha Pain is Ethane’s Gain as Gas Goes Negative
Natural gas prices have been hammered recently in the Permian Basin, routinely trading below zero amid pipeline maintenance. East Daley…
DeLa Express Could Shake Up Permian NGL Market
Executive Summary: Rigs: The total US rig count stayed flat W-o-W at 582 rigs for the March 31 week. Flows:…
Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast Fracs
Moss Lake Partners’ proposed DeLa Express pipeline could shake up NGL markets by moving supply directly to fractionators and export…
Low Waha Prices Boost Ethane Recovery
Executive Summary: Rigs: The total US rig count decreased 6 rigs W-o-W to 582 for the March 24 week, down…
A Dark Horse for NGL Upside in 2024
The Permian Basin will drive new NGL supply growth in 2024. Yet it may come as a surprise which midstream…
Timing is Everything for GC Frac Restart
Executive Summary: Rigs: The total US rig count increased by 3 rigs W-o-W, up from 601 to 604 for the…
The Second Coming of GC Fractionator
The restart of Gulf Coast Fractionator says a lot about the state of NGL markets and the urgent need for…
Competition Heats Up to Capture Permian Growth
Executive Summary: Rigs: The total US rig count increased by 1 from 597 to 598 W-o-W for the week of…
Is Mexico a Workaround for LPG Dock Constraint?
Several market factors could support additional growth in liquefied petroleum gas (LPG) exports despite tightness at Gulf Coast docks.