NGL Insider

15May2026

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…

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8May2026

The Market Underestimates Propane Supply

Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66

There is materially more propane supply hitting the market than most participants are pricing in.

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1May2026

Project Delay Pushes Back New Ethane Demand

Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66

The Golden Triangle Polymers project has been delayed until 2027, pushing back a key source of new US ethane demand

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24Apr2026

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…

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17Apr2026

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…

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10Apr2026

NGL Supply Growth Creates Need for New Fracs

Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa

Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain…

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3Apr2026

KMI Gains Bakken NGLs From ONEOK Contract Roll-Off

Eagle Ford, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Propane, Targa

Targa Resources (TRGP) on March 18 declared a force majeure at …

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27Mar2026

Galena Park Disruption Widens LPG Arb, Shifts Advantage to EPD and ET

Eagle Ford, Ethane, Natural Gas Liquids, NGL Insider, Permian, Propane, Targa

Targa Resources (TRGP) on March 18 declared a force majeure at …

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20Mar2026

Ethane Crackers Gain Ground as Hormuz Disruption Lifts Global Feedstock Costs

Eagle Ford, Ethane, Hormuz, Natural Gas Liquids, NGL Insider, Permian, Propane, Targa

US Gulf Coast ethylene prices have moved sharply higher since tensions with Iran escalated, but the real driver is a…

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13Mar2026

Infrastructure Decides Who Captures India’s LPG Opportunity

Eagle Ford, Ethane, India, Natural Gas Liquids, NGL Insider, Permian, Propane, Targa

The market already understands the macro story: India cannot easily replace Persian Gulf LPG cargoes disrupted by the Iran war,…

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