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Posts about Natural Gas Liquids

20 Dec

The New Swing Supply in Ethane

Posted by: Rob Wilson
Comments: 0
The development of a petrochemicals hub in Appalachia has come at a cost to Enterprise Products’ (EPD) ATEX Pipeline. Ethane supply has taken a hit ...
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12 Dec

An Ethane Customer in Need

Posted by: Rob Wilson
Comments: 0
Braskem Idesa is short ethane supply at its petrochemical complex in Coatzacoalcos, Mexico. Fortunately for the company, new expansions at US Gulf ...
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5 Dec

ONEOK Reaches $4.3B Deal to Complete EnLink Merger

Posted by: Ajay Bakshani
Comments: 0
ONEOK (OKE) will fully merge with EnLink Midstream (ENLC) after reaching an agreement to acquire the rest of ENLC’s public units for $4.3B. The ...
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4 Dec

Is a Marcus Hook Expansion Near? Dots Connect to Future ET Project

Posted by: Rob Wilson
Comments: 0
Will Energy Transfer (ET) ever pull the trigger on a Marcus Hook LPG expansion? The company is noncommittal for now, but East Daley Analytics can see ...
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21 Nov

Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

Posted by: Rob Wilson
Comments: 0
NGL production in the Marcellus and Utica (Northeast) hit a new high in 2Q24 and, reading the tea leaves, we expect output held at record levels in ...
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8 Nov

The Hot Cash-and-Carry Trade in Energy

Posted by: Rob Wilson
Comments: 0
Very low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an incentive for storage operators to buy ...
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30 Oct

Shell Cracker Draws Northeast Ethane to Record High

Posted by: Rob Wilson
Comments: 0
Ethane production in the Northeast (Marcellus & Utica) hit a new record level in 2Q24 of 394 Mb/d, led by demand from Shell’s (SHEL) Monaca ...
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24 Oct

Matterhorn Turns the Page on Ethane Glut

Posted by: Rob Wilson
Comments: 0
Four months ago, East Daley was bearish ethane price. In our early June ’24 Ethane Supply & Demand Report, we predicted robust ethane supply ...
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22 Oct

Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming
Comments: 0
Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy markets. Natural gas flows have ramped quickly, ...
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4 Oct

Ethane Momentum Stalls Until Next Project Wave

Posted by: Rob Wilson
Comments: 0
With most Gulf Coast export terminals operating near capacity, East Daley Analytics sees a near-term mismatch between ethane supply and demand. The ...
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The New Swing Supply in Ethane

December 20, 2024

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