Energy Transfer Sees Growing NGL Exports from M-U via Marcus Hook
Energy Transfer LP (ET) owns and operates one of the largest and most diversified portfolios of energy assets in the U.S., with approximately 140,000 miles of pipeline and associated energy infrastructure. ET’s strategic network spans 44 states and includes assets in all major U.S. production basins, including the Marcellus/Utica. The company issued its first quarter 2026 update last week. ET sees the Marcellus/Utica region as a key source of NGL supplies for its export operations, particularly exports from the Marcus Hook terminal near Philadelphia. Read More “Energy Transfer Sees Growing NGL Exports from M-U via Marcus Hook”

Kinder Morgan’s Elba Island LNG, which accepts and liquefies Marcellus/Utica molecules just offshore from Savannah, Georgia, received approval from the Federal Energy Regulatory Commission (FERC) in November 2024 to expand the facility to produce an extra 0.4 million metric tons/year (see
You’ve seen the headlines and maybe read the news that “Qatar supplies 20 percent of the world’s LNG.” Iran bombed Qatar’s LNG export facility in early March and took it offline. The world press had a stroke, predicting a natural gas Armageddon without 20% of LNG coming from Qatar. But what’s this? U.S. LNG exporters “have so far offset the drop in shipments from Qatar following Iranian attacks on its facilities” and the closure of Hormuz. We’ve been able to make up for the lost exports from Qatar.
On Monday, President Donald Trump invoked the Defense Production Act (DPA) to channel federal funding toward domestic energy projects, specifically targeting liquefied natural gas (LNG), petroleum, coal power, and grid infrastructure. Empowering the Energy Department to bypass regulatory and financial hurdles, the move aims to curb rising electricity and gasoline costs ahead of the midterm elections while meeting surging power demands from the AI industry. 
The U.S. Energy Information Administration (EIA) forecasts U.S. natural gas net exports will keep rising through 2027, driven by expanding LNG capacity and stronger pipeline shipments to Mexico. Net exports are projected to reach 18.7 Bcf/d in 2026 and 20.5 Bcf/d in 2027. LNG exports should average 17.0 Bcf/d in 2026, then climb again in 2027 as new projects, including Corpus Christi, Golden Pass, Port Arthur, and Rio Grande, ramp up. Europe remains the leading destination, while Mexico’s power and LNG growth support pipeline demand. Imports stay minimal, and reduced Canadian imports reflect new Canadian LNG projects and rising Appalachian production serving Northeast markets. 

U.S. natural gas liquids (NGL) exports climbed 7% to 3.1 million barrels per day in 2025, fueled by high domestic production and rising global demand for petrochemical feedstocks. Ethane exports grew 19% due to new international cracker projects, while propane reached a record 1.8 million b/d, supported by significant growth in India. Butane also hit record highs, serving as a vital cooking and industrial fuel in emerging markets like Indonesia and India. While China and Canada remain top destinations, the United States continues to dominate the global market by leveraging low domestic prices to meet diverse international energy needs. NGL exports from the M-U region also hit a new record-high last year.
Venture Global (VG) and Edison S.p.A., an Italian electric utility company headquartered in Milan, have signed a commercial agreement to fully resolve their pending arbitration regarding the Calcasieu Pass LNG project. Expected to conclude by the end of Q2 2026, the settlement terminates all legal disputes between the companies. As part of the deal, VG will deliver additional LNG cargoes to Europe, specifically targeting the Italian market through the Adriatic LNG Terminal starting in May 2026. This agreement strengthens their long-term partnership and enhances Italy’s energy security amidst global geopolitical disruptions.