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Enterprise Products Partners
Enterprise Products Partners (EPD) investor relations material
Enterprise Products Partners Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate presentation summary15 May, 2026
Global supply disruption and market impact
Strait of Hormuz closure removed 12–15 million BPD from global markets, causing a monthly deficit of nearly half a billion barrels and fracturing supply chains, which drove record demand for U.S. energy exports.
Global hydrocarbon inventories dropped by almost 800 million barrels in 81 days, with a 9.1 MMBPD deficit after accounting for surplus, demand destruction, and alternative supplies.
Price and margin dynamics
Oil prices surged, with Brent rising to $94 and WTI to $88 for 2026, far above previous consensus and forward curves.
U.S. ethane-to-ethylene cracking margins jumped from 7 to 25 cents per pound, and ethylene-to-polyethylene spreads increased to 35 cents per pound, while Asian margins turned negative.
U.S. export response and capacity
U.S. liquid hydrocarbon exports increased by 2.8 MMBPD as global exports (excluding U.S.) fell by 14.7 MMBPD, with U.S. exports reaching near maximum capacity and more capacity coming online.
Enterprise's liquid hydrocarbon exports rose by 33 MMB per month, maximizing operations to meet global demand.
U.S. ethane to ethylene cracking margin expansion
Global hydrocarbon inventory loss since March 1st
Risks to new U.S. energy infrastructure projects
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Latest events from Enterprise Products Partners
- A-rated balance sheet, resilient cash flow, and major NGL export expansions drive long-term value.EPD
Investor presentation19 May 2026 - Record Q1 volumes and earnings growth driven by new assets, export demand, and strong cash flow.EPDQ1 20267 May 2026
- Permian-led U.S. supply growth and rising global demand drive robust export expansion.EPDStatus update14 Apr 2026
- Record Q4 EBITDA, GOM, and net income set up double-digit growth as new assets ramp.EPDQ4 202513 Apr 2026
- Net income up 12% to $1.4B, revenue up 26%, with record NGL and marine terminal volumes.EPDQ2 20242 Feb 2026
- Q3 2024 delivered record volumes, $13.8B revenue, $1.42B net income, and strong NGL growth.EPDQ3 202418 Jan 2026
- Record 2024 results, strong capital returns, and major growth projects support a positive outlook.EPDQ4 20248 Jan 2026
- Q1 2025 saw higher revenue and DCF, but lower net income and margins; NGL and gas led growth.EPDQ1 202525 Dec 2025
- $2.4B EBITDA, $2.39B GOM, $5B buyback, and record volumes set up 2026 growth.EPDQ3 20256 Nov 2025
Next Enterprise Products Partners earnings date
Q2 202627 Jul, 2026
Enterprise Products Partners
Next Enterprise Products Partners earnings date
Q2 202627 Jul, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
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@theshortbearx.com
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