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
Permian
Enbridge Project Wins Permit to Move Canadian Crude Through Bakken
A plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…
Kinetik’s Fat Profits on Borrowed Time as New Permian Pipes Loom
The rapid expansion in Permian gas pipeline egress in 2026-27 will help the basin’s producers but may put the kibosh…
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…
Soaring Global Demand Pushes US Crude Exports Higher
A wave of very large crude carriers (VLCCs) is heading to the
Chevron, Microsoft Confirm Permian Data Center Negotiations, Supporting In-Basin Demand
Chevron has entered into an exclusivity agreement with Microsoft and Engine No. 1 to develop a massive data center in…
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…
Bakken Outlook Improves on Higher Oil Prices
We recently revised our Bakken outlook higher in anticipation of a…
Iran War, Higher Oil Prices Knock Down EDA Gas Forecast
Anadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley Note
We have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…
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…