Natural Gas Liquids Analytics

East Daley’s NGL analytics deliver a complete view of natural gas liquids from production at the gas plant all the way to end markets, including fractionation and exports. We track y-grade NGL streams (the mixed NGLs coming out of gas processing), the fractionation of y-grade into purity products (ethane, propane, butane, etc.), storage levels, and export flows to global customers. By following every link in the NGL value chain – and connecting U.S. supply trends to global demand – our analysis shows you exactly how NGL volumes move and where market opportunities or bottlenecks arise.

NGLs (like ethane, propane, butane) are a critical but often opaque segment of the energy market – they link natural gas production with petrochemical and fuel markets. East Daley’s NGL analysis brings needed clarity to this space by providing precise forecasts and insights that help companies stay ahead of the curve. Monitoring NGLs is important for midstream operators planning fractionation capacity, upstream producers optimizing product mixes, and traders capturing export arbitrage. Our data and forecasts let you anticipate shifts (e.g. a surge in propane export demand or a dip in ethane rejection) so you can mitigate risks and capitalize on emerging trends rather than reacting late.

Our NGL service is uniquely granular and interconnected with the rest of the hydrocarbon landscape. We track every major fractionator and NGL pipeline, reconciling our numbers to trusted sources like EIA to ensure accuracy. East Daley’s models even include estimated ethane rejection volumes – a level of detail that’s crucial for true supply forecasting but often overlooked. Furthermore, we integrate NGL analysis with our natural gas and crude oil datasets (through Energy Data Studio®) to highlight cross-commodity constraints. The end result is a uniquely comprehensive NGL view: you not only get standalone purity product forecasts, but also insight into how gas production or refinery operations will impact NGL markets in tandem.

Yes – a key part of our NGL analytics is breaking down supply and demand for each purity product. We provide Purity Product Analytics which include historical and forecasted supply of each NGL (ethane, propane, normal butane, isobutane, natural gasoline), by producing region. For example, we’ll show ethane production by basin and how much of it is being consumed in petrochemical plants vs. rejected into gas, with forecasts of those balances. Similarly, for propane and butanes, we track production from gas plants and refineries, domestic consumption (like petrochemical feed or heating demand), and exports. By reconciling these figures to official data (EIA PADD reports), we ensure the purity product breakdown is robust. This level of detail helps you understand which NGL product might face a surplus or shortage and why.

The NGL Hub Model is East Daley’s comprehensive model for mixed NGL (y-grade) flows across North America. It compiles historical and forecasted y-grade volumes from gas processing plants and follows them through long-haul NGL pipelines, fractionation centers, and export facilities. By doing so, it identifies how y-grade supply from various basins meets fractionation capacity and moves to demand centers. The model highlights constraints like pipeline bottlenecks or fractionator limits and shows the distribution of NGLs to different hubs (Mont Belvieu, Conway, etc.). For anyone involved in NGL logistics or marketing, the NGL Hub Model provides a bird’s-eye view of system capacity and flows, helping you make decisions about where additional infrastructure or contracts might be needed.

We update NGL insights on a weekly, monthly, and quarterly basis, similar to our other commodities. There are weekly NGL reports (for example, our NGL Insider commentary) that cover near-term market moves. We also refresh our datasets and forecasts monthly to capture new production, fractionation, and export data. Each quarter, we release a thorough NGL market outlook that reassesses the supply/demand balance and price landscape given the latest trends. This frequent update cycle means you always have current NGL information – essential in a market where seasonality and export schedules can cause rapid shifts.

Yes, global export dynamics are a big part of our NGL coverage. We track how much of each NGL product is being exported (e.g. propane shipments to Asia or Europe) and the capacity of export terminals on the U.S. Gulf Coast. Our models incorporate NGL export volumes as a demand category, and we pay close attention to international arbitrage (for instance, the propane FEI-Mont Belvieu spread). By understanding exports, we can show how U.S. NGL supply translates into global market impact. This is crucial – for example, if export capacity expands or foreign demand spikes, our analysis will reflect tightening domestic supply and likely price effects on that product. In summary, East Daley’s NGL service firmly links U.S. NGL markets to the global scene so you’re aware of how overseas factors might affect your business.

Our NGL data helps companies plan and optimize in what can be a volatile market. Midstream operators use our forecasts to decide on fractionation expansions or new pipeline projects, ensuring those investments match future NGL supply growth. Upstream producers consult our NGL price and takeaway outlooks to gauge how much they might benefit from extracting NGLs vs. leaving them in the gas (ethane rejection economics). Traders and marketers rely on our analysis to manage export timing and inventory – knowing when storage might build or when winter demand will spike certain product prices. By providing clarity on where NGL fundamentals are headed, East Daley enables stakeholders to make proactive, profitable decisions (and avoid getting caught off-guard by sudden constraint or oversupply situations).

East Daley uses a blend of trusted public data and proprietary modeling to ensure accurate NGL insights. We pull from official sources like FERC filings, state regulatory reports (e.g. Texas Railroad Commission data), EIA statistics, and SEC filings for company-reported figures. We then layer our models on top to fill in gaps – for example, estimating flows where public meter data is lacking, or reconciling production volumes to downstream consumption. Every number is cross-checked at multiple points (like balancing totals to EIA PADD-level demand). Moreover, we provide transparency into our methodology and assumptions. The bottom line: our approach is both rigorous and open, so you can have confidence that the NGL insights are reliable and rooted in reality, not guesswork.

Yes, East Daley offers an NGL Outlook whitepaper that you can download for a high-level view of current NGL market conditions. This report typically covers major developments like fractionation capacity additions, export growth, and supply forecasts for key products. It’s a great way to gauge how we analyze the NGL landscape. Additionally, we host webinars and publish occasional free insights (such as blog posts or our NGL Insider snippets) that highlight aspects of our NGL analysis. These resources allow you to see our expertise in action. For ongoing access, clients can subscribe to get the full suite of NGL data, but the public materials are a helpful starting point for understanding East Daley’s take on the NGL market.

Energy Data Studio® is East Daley’s all-in-one analytics platform, and it’s the primary portal through which clients access our NGL data (along with crude and natural gas insights). In Energy Data Studio®, you can explore interactive dashboards for NGL production by basin, monitor fractionator utilization, and even cross-correlate NGL trends with gas or crude data. The platform makes it easy to visualize and download the NGL metrics that matter to you – whether it’s propane export volumes, regional price spreads, or pipeline thruputs. While we do provide static reports, Energy Data Studio® allows you to filter and drill into the raw NGL data and get custom views on demand. It’s a powerful tool for analysts like Alex who want to dive deep without drowning in spreadsheets, and for executives who want the big picture at their fingertips. Overall, Energy Data Studio® is how we deliver our NGL (and other commodity) intelligence in a convenient, user-driven format.