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…
Natural Gas Liquids
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
Golden Triangle Delay Postpones New Ethane Demand
Golden Triangle Polymers, a world-scale ethane cracker under construction in Orange, TX, has been delayed by at least six months,…
Neches River Expansion Critical to Keeping Propane Market in Balance
Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
Enterprise Products’ (EPD) Neches River Terminal Phase 2 expansion is emerging as a…
Oil Gains Boost NGL Supply Outlook
Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
US NGL production is set to expand by ~2.2 MMb/d over the next five years, with a stronger macro oil…
Back a Frac: Supply Growth Creates Next NGL Bottleneck
Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation. East…