East Daley Analytics – Dissecting the Energy Value Chain
NGL Insider

Fire at Monaca Plant Makes Waves in Northeast Ethane

Comments: 0
Executive Summary: Infrastructure: A fire at the Monaca petrochemical complex could cause waves in the Northeast ethane market. Rigs: The US rig ...
Read

EPD Denied Export License for Three Ethane Cargoes

Comments: 0
Executive Summary: Infrastructure: The Trump administration has denied export licenses for three ethane cargoes to China. Rigs: The total US rig ...
Read

Industry Risks NGL Overbuild as Supply Growth Slows

Comments: 0
Executive Summary: Infrastructure: US NGL infrastructure has quietly transitioned from tight to overbuilt. Rigs: The total US rig count decreased by ...
Read

Mont Belvieu Propane Prices Jump on Tariff Volatility

Comments: 0
Executive Summary: Markets: Mont Belvieu and Conway propane prices diverged from late February to April on tariff-related volatility. Rigs: The total ...
Read

ET Readies Flexport Expansion in Noisy Export Market

Comments: 0
Executive Summary: Infrastructure: Energy Transfer’s (ET) 250 Mb/d Flexport expansion at its Nederland terminal is nearing startup. Rigs: The total ...
Read

Repauno Port Challenges ET’s Dominance in Northeast

Posted by: Julian Renton
Comments: 0
Executive Summary: Infrastructure: The emergence of the Repauno Port & Rail Terminal marks a pivotal shift in the Northeast LPG market. Rigs: The ...
Read

Too Much Propane? How Canada’s Gas Windfall Is Headed South

Comments: 0
Executive Summary: Infrastructure: A massive reserve revision is shaping the Canadian propane narrative, and the effects are already crossing the ...
Read

Permian or Bust: Why the 2025 NGL Growth Story Just Got Narrower

Comments: 0
Executive Summary: Infrastructure: East Daley’s latest 2025 NGL Purity Product Forecast trims expected growth by 68 Mb/d compared to March. Rigs: The ...
Read

New Refining Rule to Lift Butane Production

Comments: 0
Executive Summary: Infrastructure: A change to gasoline refining standards is set to increase US butane production. Rigs: The US rig count increased ...
Read

Tariff Battle Poses Risk to ’25 Propane Outlook

Comments: 0
Executive Summary: Infrastructure: An escalating trade fight with China creates risk to a relatively strong outlook for propane in 2025 following a ...
Read
1 2 3 4 5

Subscribe to
the NGL Insider

SUBSCRIBE

Upcoming Events

LDC Mid Continent

September 08, 2025

Register Here

LDC Gulf Coast

October 13, 2025

Register Here

LDC Northeast

June 09, 2025

Register Here

EIC Investor Conference

May 20, 2025

Register Here

East Daley Monthly Production Stream

June 04, 2025

Register Here