Ethane Leads Permian Supply Surge in 2024
The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply…
Natural Gas Liquids
Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth Outlook
Flows have ramped quickly for the Matterhorn pipeline, fueling optimism for Permian supply growth in 4Q24.
Best of 2024: One Simple Trick to Solve ONEOK Contracting Risk
ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, its Permian NGL pipeline. OKE can mitigate…
Best of 2024: Big Ethane Contracts Scramble the NGL Outlook
Enterprise Products (EPD) has quietly thrown a wrench into NGL markets, announcing 450 Mb/d of ethane export commitments.
Best of 2024: Double H Conversion to Double Bakken Volatility
Kinder Morgan plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. The project…
Best of 2024: M&A in Permian: A Knife Fight for the NGL Barrel
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream Partners
In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…
INEOS Project a Likely Target for US Ethane
Executive Summary: Infrastructure: INEOS has borrowed almost €1.6B following its permit approval, which will bring online ethane demand north of…
The New Swing Supply in Ethane
Ethane supply has taken a hit on Enterprise’s ATEX Pipeline from the Northeast to the Gulf Coast as a result…
ATEX Pipe Loses Out from Northeast Demand Growth
Executive Summary: Rigs: The total rig count increased by 6 for the November 24 week, up to 570 from 564. Flows: Gas…
An Ethane Customer in Need
Braskem Idesa is short ethane supply in southern Mexico. New Gulf Coast terminal expansionss are timed well to fill the…