NGLs

Get an accurate, detailed, forward outlook for NGL production, two months ahead of EIA supply estimates. We use the current forward price curve in updating our projections, giving you insights to inform trading and hedging strategies. With our infrastructure database and flow projections, identify opportunities for new asset investments and analyze trends for investments you already own. With our ethane coverage, discern what volume of ethane is being recovered, or rejected, and how it impacts the NGLs and natural gas markets and their price dynamics.

We monitor 94 percent of the 15 largest capacity ethylene crackers in the U.S. and Canada, as well as all U.S. propane dehydrogenation units (PDH) to provide a real-time view into the olefins industry's demand for NGLs. These observations don't just inform short term strategies, but offer a look back to help make critical business decisions and better understand how demand responds to changes in price and feedstock availability. 

Whether you're interested in a specific region, such as the Permian Basin, or a particular commodity, like propane, our analysis looks at every part of the supply chain to help you make actionable decisions. Answer key questions about market dynamics such as how ethane supply and demand changes in response to price signals, how strong the demand pull is for exports, when plants are likely to come online, and how downtime at key facilities impacts supply.

We directly monitor NGL flows into the world's largest NGL hub - Mont Belvieu. Changes in fractionator operations or pipeline flows can be leading indicators of changes in market behavior or can confirm changes in market trends. We periodically assess utilization levels for fractionation capacity, identifying constraints that could affect supply to key end users and exporters.