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
Phillips 66
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…
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…
Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace LPG cargoes from the Persian Gulf disrupted by the…
Iran Strikes, Saudi Terminal Outage Create Window for US LPG Exporters
Escalating military conflict across the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…
Valero Leans Into Venezuelan Crude as Sanctions Ease, Creating Risk for Canadian Barrels
Valero Energy is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows reopen.…
Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost Earnings
Enterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador’s real volumes.