16May2025ET Readies Flexport Expansion in Noisy Export MarketNatural Gas LiquidsExecutive Summary: Infrastructure: Energy Transfer’s (ET) 250 Mb/d Flexport expansion at its Nederland terminal is nearing startup. Rigs: The total…READ
13May2025What Slowdown? Permian Processing Expansions Plow Ahead at $60 OilEnterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note, Western Midstream PartnersDespite lower WTI prices, the rush is still on to build gas processing in the Permian Basin. Developers have used…READ
9May2025Repauno Port Challenges ET’s Dominance in NortheastNatural Gas Liquids, NGL InsiderExecutive Summary: Infrastructure: The emergence of the Repauno Port & Rail Terminal marks a pivotal shift in the Northeast LPG…READ
2May2025Too Much Propane? How Canada’s Gas Windfall Is Headed SouthNatural Gas LiquidsExecutive Summary: Infrastructure: A massive reserve revision is shaping the Canadian propane narrative, and the effects are already crossing the…READ
2May2025Change to Refining Rules to Lift Butane SupplyNatural Gas Liquids, The Daley NoteA change to gasoline refining standards is set to increase butane supply at refiners serving the Midwest.READ
25Apr2025Permian or Bust: Why the 2025 NGL Growth Story Just Got NarrowerNatural Gas LiquidsExecutive Summary: Infrastructure: East Daley’s latest 2025 NGL Purity Product Forecast trims expected growth by 68 Mb/d compared to March.…READ
24Apr2025China Trade Fight Could Ruin Bullish Propane OutlookEnergy Transfer, Enterprise, Natural Gas Liquids, Targa, The Daley NoteThe US propane market was on pace for a strong year in 2025, before a trade fight erupted between Washington…READ
18Apr2025New Refining Rule to Lift Butane ProductionNatural Gas LiquidsExecutive Summary: Infrastructure: A change to gasoline refining standards is set to increase US butane production. Rigs: The US rig…READ
11Apr2025Tariff Battle Poses Risk to ’25 Propane OutlookNatural Gas LiquidsExecutive Summary: Infrastructure: An escalating trade fight with China creates risk to a relatively strong outlook for propane in 2025 following…READ
4Apr2025Negative Waha Prices Set to Lift Ethane RecoveryNatural Gas LiquidsExecutive Summary: Infrastructure: Waha natural gas prices have turned negative, setting up the ethane market for increased supply this spring.…READ