NGLs: From Byproduct to Geopolitical Lever
Infrastructure: NGLs have become one of the most strategic components of the global energy system, and now sit at the…
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
Infrastructure: The latest ship-tracking data shows most terminals saw increased exports in 3Q25. Exports: Total NGL exports declined 23.6% W-o-W…
NGL Supply Poised to Climb This Winter
East Daley Analytics expects US NGL supply to rise modestly this winter, up ~21 Mb/d in 4Q25 from 3Q levels,…
Targa’s Speedway Raises Stakes on Permian Overbuild
Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…
Neches River Ramp Pushes Ethane Exports to Record in September
US ethane exports hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches River…
Elk Creek Volumes Jump on Bakken Ethane Recovery
ONEOK’s (OKE) Elk Creek NGL pipeline posted a sharp jump in 2Q25 as Bakken producers boosted ethane recovery.
China’s Coal-to-Chemicals Quest Could Threaten Ethane Exports
China in February and June commissioned more petrochemical plants able to use coal to produce polymers. These massive complexes sprawl…
Ethane Data Revisions Highlight Growing Petchem vs Export Competition
The Energy Information Administration (EIA) has revised upward its 2024 ethane data, confirming that supply growth was stronger than previously…
Petchem Industry Grapples With Global Overcapacity
Low margins and excess capacity have led to a reckoning in the global petrochemical industry. Companies in Europe and Asia…
How the NGL Overbuild Benefits Ethane Exports
The industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…
Canada’s Propane Moment in the Sun
Escalating US-China trade tensions have disrupted one of the fastest-growing lanes for the propane trade, and Canada is taking advantage.
Enterprise Starts Neches River Terminal in New Market Flex
Enterprise Products (EPD) has started service at the Neches River Terminal near Beaumont, TX, marking the start of a new…