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
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…
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…
KMI Gains Bakken NGLs From ONEOK Contract Roll-Off
Targa Resources (TRGP) on March 18 declared a force majeure at …
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 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,…
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…
ET May Convert Lake Charles to an NGL Terminal
Energy Transfer (ET) has abandoned an LNG export project at its Lake Charles facility, but the company hasn’t thrown in…
Louisiana Fracs Flash ‘Vacancy’ in a Tight NGL Market
While NGL fractionators in southeastern Texas are running all-out, ample frac capacity is available across the state line in Louisiana.…
EPD’s Bahia Ramp Beats Expectations
Enterprise Products (EPD) wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings.…