Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
Infrastructure: The latest ship-tracking data shows most terminals saw increased exports in 3Q25. Exports: Total NGL exports declined 23.6% W-o-W…
Natural Gas Liquids
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
The 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…
NGL Supply Poised to Climb This Winter
East Daley Analytics expects US NGL supply to rise modestly this winter, up ~21 Mb/d in 4Q25 from 3Q levels,…
Targa’s Speedway Raises Stakes on Permian Overbuild
Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…
Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL Overbuild
Energy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…
Neches River Ramp Pushes Ethane Exports to Record in September
US ethane exports likely hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches…
Neches River Ramp Pushes Ethane Exports to Record in September
US ethane exports hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches River…
Ethane Recovery Jumps in Bakken, Lifting ONEOK Pipeline
Bakken producers boosted ethane recovery in 2Q25, lifting results for ONEOK’s (OKE) Elk Creek NGL pipeline.
Elk Creek Volumes Jump on Bakken Ethane Recovery
ONEOK’s (OKE) Elk Creek NGL pipeline posted a sharp jump in 2Q25 as Bakken producers boosted ethane recovery.
Junk or Jewels? Plains Plans NGL Asset Sale on Path to Crude Pure Play
Plains All American aims to become a crude oil midstream pure play, but a motley assortment of NGL assets stand…