Market Has Options to Absorb Unwanted Ethane
Executive Summary: Infrastructure: Keyera becomes an NGL powerhouse after acquiring Plains All American’s (PAA) Canadian assets. Exports: LPG exports surged…
The surge in Natural Gas Liquids (NGLs) is transforming the energy landscape.
East Daley Analytics broke down the fundamentals behind this explosive growth, with a focus on where it’s coming from, how it’s moving, and who stands to benefit.
Key Topics:
- Basin Growth & Key Producers
Pinpointing the basins driving NGL growth and the producers behind the volumes. - Infrastructure & Midstream Players
Mapping the flow: How NGL volumes will move through critical infrastructure corridors. - Market Leaders in Focus
- The Big 3: Enterprise Products Partners (EPD), Energy Transfer (ET), and Targa Resources (TRGP)
- The Fast-Gaining 3: Phillips 66 (PSX), MPLX, and ONEOK (OKE)
- Tariff Impacts on the NGL Value Chain
We’ll revisit the last tariff/trade war with China and evaluate how current or future tariffs could impact Permian production, NGL storage dynamics, and broader export economics. - Crude, Gas & NGLs – Interconnected Like Never Before
Understand how today’s production and infrastructure strategies hinge on recognizing the tight interlinkage between crude oil economics, natural gas egress, and the export potential of propane and butane.
Download the Webinar Deck and Recording
Webinar Speakers
Chris Noonan
VP of Sales and Marketing
Julian Renton
Energy Analyst
Who Is East Daley?
At East Daley Analytics, we provide the most comprehensive and actionable insights into the energy sector. With a focus on midstream and upstream energy markets, our team delivers unmatched expertise through data-driven analysis, reports, and innovative solutions. Our webinars are designed to offer industry professionals the latest trends, market dynamics, and key insights to help them make informed decisions in a rapidly evolving energy landscape. With our commitment to transparency and accuracy, East Daley helps you navigate complex energy markets with confidence.
Our Methodology
Granular Asset-Level Data
Deep, detailed tracking of energy assets across the midstream and upstream sectors for accurate and specific market insights.
Market Supply and Demand Forecasting
Projections based on real-time data and historical trends to provide accurate future outlooks.
Commodity Flow Analysis
Detailed analysis of commodity flows to identify market shifts and critical supply chain bottlenecks.
Earnings Model Integration
Incorporating company-level earnings with market data to create a full picture of financial performance in the sector.
Scenario Modeling
Using scenario-based analysis to test potential outcomes for market developments, helping clients assess risk and make strategic decisions.
Real-Time Market Monitoring
Ongoing monitoring of key indicators and market changes to ensure clients receive timely, relevant updates.
The NGL Insider
Market shifts before they hit the headlines.
