Fire at Monaca Plant Makes Waves in Northeast Ethane
Executive Summary: Infrastructure: US NGL infrastructure has quietly transitioned from tight to overbuilt. Rigs: The total US rig count decreased…
Natural Gas Liquids
EPD Refused License to Export Ethane. What is the Risk to Midstream?
The Department of Commerce has denied Enterprise Products an export license for three ethane cargoes to China.
EOG Puts Northeast in Spotlight with $5.6B Encino Deal
EOG Resources will acquire Encino Acquisition Partners for $5.6B, adding momentum to a recent surge in transactions in the Northeast.
EPD Denied Export License for Three Ethane Cargoes
Executive Summary: Infrastructure: US NGL infrastructure has quietly transitioned from tight to overbuilt. Rigs: The total US rig count decreased…
Kinetik Rides Post-Earnings Momentum
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Kinetik Holdings (KNTK) shares have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary.
Trump Administration Adds Hurdles to Ethane, Butane Exports to China
The Trump administration has placed new restrictions on ethane and butane exports to China in a move likely to disrupt…
Industry Risks NGL Overbuild as Supply Growth Slows
Executive Summary: Infrastructure: US NGL infrastructure has quietly transitioned from tight to overbuilt. Rigs: The total US rig count decreased…
Upstart Challenges ET’s Hold on Northeast LPG Exports
A new player on the Delaware River is eyeing Energy Transfer’s stranglehold on the Northeast LPG market.
Mont Belvieu Propane Prices Jump on Tariff Volatility
Executive Summary: Markets: Mont Belvieu and Conway propane prices diverged from late February to April on tariff-related volatility. Rigs: The…
ET Readies Nederland Expansion Amid LPG Market Noise
Energy Transfer’s Flexport expansion is nearing startup. Ethane service is expected later in May, propane in July, and ethylene by…