Repauno Port Challenges ET’s Dominance in Northeast
Executive Summary: Infrastructure: The emergence of the Repauno Port & Rail Terminal marks a pivotal shift in the Northeast LPG…
Natural Gas Liquids
Too Much Propane? How Canada’s Gas Windfall Is Headed South
Executive Summary: Infrastructure: A massive reserve revision is shaping the Canadian propane narrative, and the effects are already crossing the…
Change to Refining Rules to Lift Butane Supply
A change to gasoline refining standards is set to increase butane supply at refiners serving the Midwest.
Permian or Bust: Why the 2025 NGL Growth Story Just Got Narrower
Executive Summary: Infrastructure: East Daley’s latest 2025 NGL Purity Product Forecast trims expected growth by 68 Mb/d compared to March.…
China Trade Fight Could Ruin Bullish Propane Outlook
The US propane market was on pace for a strong year in 2025, before a trade fight erupted between Washington…
New Refining Rule to Lift Butane Production
Executive Summary: Infrastructure: A change to gasoline refining standards is set to increase US butane production. Rigs: The US rig…
Tariff Battle Poses Risk to ’25 Propane Outlook
Executive Summary: Infrastructure: An escalating trade fight with China creates risk to a relatively strong outlook for propane in 2025 following…
Negative Waha Prices Set to Lift Ethane Recovery
Executive Summary: Infrastructure: Waha natural gas prices have turned negative, setting up the ethane market for increased supply this spring.…
Got Tariff Anxiety? Look to Last Trade War for Clues
The Trump administration announced sweeping new tariffs April 2, including a 10% tariff on all imported goods plus ‘reciprocal’ tariffs…
Harmon Creek Project Lifts Northeast Ethane for Mystery Market
East Daley is monitoring several expansions in the Northeast that will increase regional ethane production. One of these, MPLX’s Harmon…