The Natural gas Liquids Benchmarking product is a Subscription Service providing quarterly research, intelligence and insights on key Shale basins across North America. Our study conducts a deep dive of NGL supply, infrastructure, pricing and disposition outlook for key shale basins addressing several questions around current and future NGLs to provide valuable commercial insights.
How will the NGL landscape evolve? What are the key drivers, challenges and pricing dynamics?
What developments are required to sustain NGL growth? Where are the investment/sourcing opportunities?
What markets will NGLs seek? Will NGLs be competitive with growing exports?
What is the outlook for NGL supply to 2025? What is the impact of market uncertainties – scenario analysis?
NGL Supply
What is the current NGL production (by purity product, producer, fractionation site)?
Is NGL supply sustainable at current price level? What is the NGL uplift over gas?
Who are the top producers (acreage, uncommitted supply, price structures & realizations)?
NGL Infrastructure
How is the current G&P/fractionation being utilized (capacity, Load factors, connectivity)?
Who are the service providers (footprint, expansion plans, opportunities & challenges)?
What are commercial arrangements between producer & midstream Co? How will it evolve?
Disposition & Pricing
What are current/future Take-away options (Capacity utilization, Fees, timing, pros & cons)?
What are producer netbacks under each option? Key selling point and challenges
What is the current/future supply and take-away capacity balance? Implications on price?
Please contact Amol Wayangankar +1 703 801 8068 or via email at info@enkonenergy.com to learn more and subsribe the following products.