The Daley Note | Julian Renton

Wanted: A Home for Suddenly Stranded Ethane

Posted by: Julian Renton

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As the Trump administration clamps down on ethane exports to China, industry is scrambling to find a home for displaced volumes.

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11 Jun

EPD Refused License to Export Ethane. What is the Risk to Midstream?

Posted by: Julian Renton

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Restrictions on US ethane exports to China have come to a head for the energy sector. The Department of Commerce’s Bureau of Industry and Security ...

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3 Jun

Trump Administration Adds Hurdles to Ethane, Butane Exports to China

Posted by: Julian Renton

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The Trump administration has placed new restrictions on ethane and butane exports to China in a move likely to disrupt trade in NGL markets.

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29 May

Upstart Challenges ET’s Hold on Northeast LPG Exports

Posted by: Julian Renton

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A new player on the Delaware River is eyeing Energy Transfer’s (ET) stranglehold on the Northeast LPG market. The Repauno Port & Rail Terminal, ...

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23 May

ET Readies Nederland Expansion Amid LPG Market Noise

Posted by: Julian Renton

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Energy Transfer’s (ET) 250 Mb/d Flexport expansion at its Nederland terminal is nearing startup. Ethane service is expected to start later this ...

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15 May

Permian or Bust: Lower Oil Prices Narrow NGL Growth Story

Posted by: Julian Renton

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A $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s latest Purity Product Forecast trims expected NGL ...

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24 Apr

China Trade Fight Could Ruin Bullish Propane Outlook

Posted by: Julian Renton

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The US propane market was on pace for a strong year in 2025, before a trade war erupted between Washington and Beijing. East Daley Analytics had been ...

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2 Apr

Harmon Creek Project Lifts Northeast Ethane for Mystery Market

Posted by: Julian Renton

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East Daley Analytics is monitoring several infrastructure expansions in the Northeast that will increase regional ethane production. One of these, ...

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13 Mar

Permian NGL Race Heats Up as MPLX Strikes Deal for BANGL

Posted by: Julian Renton

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MPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from affiliates of WhiteWater and Diamondback Energy. The deal is the next ...

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