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Natural Gas Liquids

Fri 9/4/26 - Analyst Insight
  • Natural Gas Liquids

Keyera Lowers Guidance Due to Enbridge Line 5 Outage, AEF Facility Issues

Author Mike Dunn

Keyera Corp. announced it was reducing its 2026 guidance for Marketing segment realized margin by CAD$40 MM, citing a two-week unexpected outage on Enbridge's Line 5 pipeline, and lower than expected utilization at its Alberta EnviroFuels facility (AEF) following its re-start this spring

Wed 9/2/26 - Analyst Insight
  • Natural Gas Liquids

Counterseasonal Draw Trims Elevated U.S. Propane Stocks

Author Christine Groenewold - U.S. Propane Billboard

A counterseasonal draw pulled U.S. propane inventories lower as exports and product supplied increased, but stocks remained well above historical levels.

Wed 8/26/26 - Analyst Insight
  • Natural Gas Liquids

Gulf Coast Build Lifts U.S. Propane Stocks to New Record

Author Christine Groenewold - U.S. Propane Billboard

U.S. propane inventories climbed to a second consecutive record as Gulf Coast and Midwest stocks accounted for approximately 92% of the weekly build. If inventories continue building at a similar pace, total stocks could approach 119 MMbbl by early October.

Tue 8/25/26 - Blog
  • Natural Gas Liquids

The Waiting Is the Hardest Part – West Coast LPG Export Capacity Set to Jump Next Year and Beyond

Author Mike Dunn - School of Energy: Fall 2026

AltaGas has delayed the startup of its Ridley Island Energy Export Facility, so buyers won’t have the benefit of increased fuel supplies this winter. Today, we review industry plans to expand LPG export capacity on North America’s west coast, and how this could impact North American LPG markets.

Thu 8/20/26 - Analyst Insight
  • Natural Gas Liquids

Canadian LPG Stocks - Eastern Propane Stocks Remain Low

Author Mike Dunn

At the end of July, propane stocks in Western Canada were at above normal, while propane stocks in Eastern Canada continue to be below normal and similar to this time last year, according to data published by the Canadian Energy Regulator on August 18.

Wed 8/19/26 - Analyst Insight
  • Natural Gas Liquids

Midwest Leads the Charge as U.S. Propane Stocks Reach Record High

Author Christine Groenewold - U.S. Propane Billboard

U.S. propane inventories reached an all-time high as the Midwest led the weekly build and Gulf Coast stocks set a regional record.

Mon 8/17/26 - Analyst Insight
  • Natural Gas Liquids

Isobutane Price Blowout, 40c/gal over Normal Butane

Author RBN Team - NGL Voyager

Last week the price of isobutane in Mont Belvieu soared above 145 c/gal, the highest in four years. 

Mon 8/17/26 - Blog
  • Natural Gas Liquids

The Waiting Is the Hardest Part – A Look at West Coast LPG Exports Growth to Date, as Asia Waits for More

Author Mike Dunn

AltaGas has delayed the startup of its Ridley Island Energy Export Facility, so buyers won’t have the benefit of increased fuel supplies this winter. Today, we review the existing LPG export terminals on North America’s west coast and how their growth has impacted Western Canadian LPGs.

Thu 8/13/26 - Analyst Insight
  • Natural Gas Liquids

Q2 2026 Earnings Calls - AltaGas Sees Strong LPG Exports, Raises 2026 Guidance; REEF Start-Up Delayed Until March 2027

Author Mike Dunn

Strong LPG export volumes helped contribute to second quarter 2026 financial results that led AltaGas to raise its 2026 EBITDA and normalized EPS guidance by 4% and 6%, respectively.

Thu 8/13/26 - Analyst Insight
  • Natural Gas Liquids

Q2 2026 Earnings Calls: All Systems Are a-Flow for ONEOK

Author David Braziel

Q2 Earnings Calls: ONEOK

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Moving 203.4M tons in 2025, the Port of Corpus Christi leverages a 54-foot-deep channel, $1B+ in capital improvements and $65B+ in private investment to expand trade capacity and support 95,448 Texas jobs.

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Visualize the infrastructure behind U.S. NGL movement.

The U.S. NGLs Map provides a comprehensive view of the transport, processing, and export networks moving NGLs across the U.S.

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