Propane Supply is Growing Faster Than You Think
There is materially more propane supply hitting the market than most participants are pricing in. The latest monthly EIA data…
Propane
Propane Balance Hinges on Enterprise Expansion
Enterprise Products’ Neches River Terminal Phase 2 expansion is emerging as a key swing factor for the 2026 propane balance.…
KMI Gains Bakken NGLs From ONEOK Contract Roll-Off
Targa Resources (TRGP) on March 18 declared a force majeure at …
Targa’s Galena Park Disruption Opens Door for Competing Exporters
An outage at Targa Resources’ Galena Park terminal comes at a precarious moment for global LPG markets and could boost…
Galena Park Disruption Widens LPG Arb, Shifts Advantage to EPD and ET
Targa Resources (TRGP) on March 18 declared a force majeure at …
Ethane Crackers Gain as Hormuz Disruption Lifts Global Feedstock Costs
US Gulf Coast ethylene prices have moved sharply higher in the weeks since the war with Iran escalated, but the…
Ethane Crackers Gain Ground as Hormuz Disruption Lifts Global Feedstock Costs
US Gulf Coast ethylene prices have moved sharply higher since tensions with Iran escalated, but the real driver is a…
Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace Persian Gulf LPG cargoes disrupted by the Iran war,…
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 in the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…