ShockAtlas

ORGANISATION · US · NAICS 488320 Marine cargo handling (LPG export terminal); NAICS 486910 NGL pipelines

Energy Transfer LP

www.energytransfer.com · 1 documented exposure in the atlas.

Grain-drying propane in the western Corn Belt: a late, wet Iowa harvest meets record US propane exports and lower Midwest stocks, autumn 2026

Beneficiary · Financial, remote · evidenced · Demand shock, 2026-10-07

“Energy Transfer is adding 250,000 b/d of LPG capacity at its 480,000 b/d Nederland terminal, which is about 125km northeast of Houston, by the end of this year.” — source, 2026-11-04

Argus shows Energy Transfer expanding LPG capacity at its Nederland, Texas export terminal. Inferred: the record 2026 export pace uses that capacity and pulls Gulf propane away from northbound supply; its 2026 loadings are not shown.

Series concerned: us-propane-exports-kbd mont-belvieu-propane-spot-usd-gal · read the edition →

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