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Supply Powers Higher, When Will Frac Constraints Limit Growth?

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NGL Roundup: October 3, 2022

NGL production increased 3% M-o-M and 12% Y-o-Y in July according to the latest EIA data, just above East Daley’s NGL Purity Product Forecast.

The Medford fractionator explosion had a limited impact on July numbers, but the outage may result in decreased production on the back of higher ethane rejection in August.

A drop in exports has helped Propane/Propylene stocks surge past the 5-year average, but frac constraints could hinder inventory builds going forward.Screenshot 2022-09-30 175614

Get a complete view of NGL markets in The NGL Roundup, now available FREE from East Daley Analytics.

The NGL Roundup reviews monthly NGL data from EIA and East Daley’s own basin-level supply forecasts of Y-grade and NGL purity products. Follow key NGL data trends:

NGL production by basin

  • Supply forecasts by NGL purity product
  • Ethane recovery by basin
  • Historical and future NGL prices
  • Conway and Mont Belvieu frac spreads
  • NGL storage trends
  • Regional NGL exports
The NGL Roundup is East Daley’s latest product driving transparency to energy markets. We provide a FREE snapshot of data from our NGL Network Model and Purity Product Dataset. These reports tie our NGL supply forecasts to downstream markets, providing asset-specific insights such as pipeline and fractionation volumes and rates.

We use our patented method to monitor midstream flows from processing plants to fractionation centers, identifying infrastructure bottlenecks before the market recognizes them. Using a bottoms-up approach to supply, we go deeper than the PADD or sub-PADD level to truly understand what is happening on the ground in NGLs.

For a free trial of our NGL Purity Product dashboard or to inquire about the NGL Network Model, please contact abakshani@eastdaley.comor fill out the form.

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