ORGANISATION · US · NAICS 486910 Pipeline transportation of refined petroleum products (NGL)
ONEOK, Inc.
www.oneok.com · 2 documented exposures 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 · Supply chain · evidenced · Demand shock, 2026-10-07
“Tulsa-based ONEOK has won federal approval of a move to transport more propane into the Midwest because of a shortage of the fuel.” — source, 2026-11-04
The 2019 report shows ONEOK's North System moving propane into the Midwest and being amended during a crop-drying shortage. Inferred: a 2026 drying surge with PADD 2 stocks below last year again raises demand on that line; current flows and allocation are not shown.
Series concerned: midwest-propane-residential-usd-gal padd2-propane-stocks-kbbl ia-corn-harvested-pct ia-corn-harvested-pct-avg-2021-2025 ia-precip-in ne-corn-harvested-pct ne-corn-harvested-pct-avg-2021-2025 · read the edition →
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
“US midstream companies MPLX and Oneok this month announced that they are to develop a new 400,000 b/d (12.6mn t/yr) LPG export terminal in Texas City on the US Gulf coast.” — source, 2026-11-04
Argus shows ONEOK co-developing a Texas City LPG export terminal due by 2028. Inferred: record exports in 2026 support the case for the project, which also competes with Midwest buyers for Mont Belvieu barrels; it is not operating today.
Series concerned: us-propane-exports-kbd mont-belvieu-propane-spot-usd-gal · read the edition →
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