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
4Apr2025Got Tariff Anxiety? Look to Last Trade War for CluesNatural Gas Liquids, The Daley NoteThe Trump administration announced sweeping new tariffs April 2, including a 10% tariff on all imported goods plus ‘reciprocal’ tariffs…READ
2Apr2025Harmon Creek Project Lifts Northeast Ethane for Mystery MarketEnergy Transfer, Enterprise, Kinder Morgan, MPLX LP, Natural Gas Liquids, Northeast, The Daley NoteEast Daley is monitoring several expansions in the Northeast that will increase regional ethane production. One of these, MPLX’s Harmon…READ
28Mar2025Harmon Creek Expansion to Boost Northeast Ethane SupplyNatural Gas LiquidsInfrastructure: MPLX is building a 40 Mb/d de-ethanizer at its Harmon Creek complex in the Northeast, though the company has…READ
25Mar2025Another East Coast Terminal? Range Confirms Commitment to New ProjectNatural Gas Liquids, Northeast, The Daley NoteRange Resources has committed to 20 Mb/d of takeaway and export capacity using a new East Coast LPG terminal. East…READ
21Mar2025Rising Gas Prices Pose Risk to Northeast NGL GrowthNatural Gas LiquidsExecutive Summary: Infrastructure: Rising gas prices could exert downward pressure on Northeast NGL production. Rigs: The total US rig count…READ
14Mar2025Tariffs Pose Risk to Record LPG ExportsNatural Gas LiquidsExecutive Summary: Infrastructure: An escalating trade war with China could put some LPG exports at risk. Rigs: The total US…READ
13Mar2025Permian NGL Race Heats Up as MPLX Strikes Deal for BANGLEquity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, The Daley NoteMPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from WhiteWater and Diamondback Energy. The deal expands…READ
7Mar2025MPLX Acquires Rest of BANGL to Advance NGL StrategyNatural Gas LiquidsInfrastructure: MPLX is acquiring full ownership of BANGL for $715MM, expanding its reach from the Permian to export docks. Rigs:…READ