Posts By: enkon

“Mont Belvieu fractionation capacity is not overbuilt – it is ahead of its time by few quarters.” At least, that is what one executive from a midstream company with a frac and storage position at Mont Belvieu told me in a recent conversation. While he was directionally correct, he was… Read more »

On February 22, Kinder Morgan and Brookfield sold a 25% stake in their Chicago-to-USGC NGPL pipeline to ArcLight Capital Partners for $830 million. In this article, we discuss two key drivers behind NGPL’s current and future demand: natural gas demand in the Midwest and the USGC. NGPL distributes gas to… Read more »

Will the 2021-22 heating season be a challenging year for propane? To be more specific, will it be a challenging year for U.S. propane exports? For the first time in many years, we are seeing lack of consensus amongst the analyst community and market pundits, and for good reasons. Since… Read more »

U.S. and world LNG markets are facing a new normal: regulators, off-takers, and end-users are all increasingly conscious of greenhouse gas (GHG) emissions. The ultimate impact on U.S. LNG and natural gas demand is unclear, but some players could be left behind. Engie cancelled a planned long-term supply agreement with… Read more »

Given its favorable geology that supports high-quality salt dome structures, the U.S. Gulf Coast has been the heart of liquid hydrocarbon cavern storage in the U.S., with multiple NGL/Olefin cavern sites scattered across Texas and Louisiana. Based on the latest public records, the U.S. Gulf Coast has an aggregate salt… Read more »

There’s been a LOT of recent discussion in energy circles about Hydrogen, so we decided to write about it. In this article, we discuss why Hydrogen is important, some of the key policy and technology variables to watch, and timelines for potential adoption. Green Hydrogen is a relatively immature energy… Read more »