Ethane Exports Keep Ripping, Spurred by Middle East Disruptions
Ethane has become one of the most geopolitically important commodities in the global energy trade. The US is effectively the…
Natural Gas Liquids
Neches River’s Propane Ramp Tightens US LPG Balance
Bakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
Enterprise Products’ Neches River Terminal Phase 2 expansion is rapidly reshaping the US propane market balance.
Medford Frac Rebuild Helps ONEOK Unlock NGL Optionality
ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma after the facility was damaged in a July 2022 explosion.…
Ethane Exports Keep Ripping, Spurred by Middle East Disruptions
Bakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…
Propane Supply is Growing Faster Than You Think
There is materially more propane supply hitting the market than most participants are pricing in. The latest monthly EIA data…
WES Passes on Kinetik With $1.6B Brazos Midstream Acquisition
ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream Partners
Western Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…
ONEOK Rebuilds Medford Frac to Unlock NGL Optionality
Bakken, Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66
ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…
The Market Underestimates Propane Supply
There is materially more propane supply hitting the market than most participants are pricing in.
Propane Balance Hinges on Enterprise Expansion
Enterprise Products’ Neches River Terminal Phase 2 expansion is emerging as a key swing factor for the 2026 propane balance.…
Project Delay Pushes Back New Ethane Demand
The Golden Triangle Polymers project has been delayed until 2027, pushing back a key source of new US ethane demand