Investor Presentaiton
•
MT / Month
1
2
3
1Q 2014
2Q 2014
16
Increasing North American LPG Export Capacity
10
5
Recent Capacity Increase Should Sustain Continued Export Growth
3Q 2014
4Q 2014
1Q 2015
2Q 2015
3Q 2015
4Q 2015
1Q 2016
2Q 2016
3Q 2016
4Q 2016
1Q 2017
2Q 2017
3Q 2017
4Q 2017
1Q 2018
2Q 2018
3Q 2018
Enterprise
■Targa
■Sunoco Logistics
Phillips 66
Other
North American LPG Export Capacity Currently Stands just below 80% Utilization
4Q 2018
1Q 2019
2Q 2019
3Q 2019
4Q 2019
1Q 2020
2Q 2020
3Q 2020
4Q 2020
•
14.2 MTPA of export capacity was added in 2020, translating to ~25 incremental monthly cargoes
Lonestar NGL at Nederland added 6.9 MTPA of capacity or 12 monthly VLGC cargoes in December 2020
•
Enterprise's 7.6 MTPA EHT expansion has been suspended
1Q 2021
2Q 2021
3Q 2021
4Q 2021
1Q 2022
2Q 2022
3Q 2022
4Q 2022
Altagas' RIPET and Ferndale reported a record 19.5 VLGC cargoes last quarter with plans for continued optimization
Source: Platts, Company documents, Dorian LPG Estimates
16View entire presentation