Coal Plant Conversions Support Gas Demand Growth
Despite vocal support from President Trump, the coal industry faces a bleak future as utilities convert older power plants to…
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The Daley Note
Daily insights that lead.
Ethane Crackers Gain as Hormuz Disruption Lifts Global Feedstock Costs
US Gulf Coast ethylene prices have moved sharply higher in the weeks since the war with Iran escalated, but the…
Coal Plant Conversions Support Gas Demand Growth
Despite vocal support from President Trump, the coal industry faces a bleak future as utilities…
Ethane Crackers Gain as Hormuz Disruption Lifts Global Feedstock Costs
US Gulf Coast ethylene prices have moved sharply higher in the weeks since the war…
A Hidden Constraint Limits Permian Gas Growth
Gas pipeline takeaway from the Permian Basin is set to rapidly expand in the years…
The NGL Insider
Market shifts before they hit the headlines.
Ethane Crackers Gain Ground as Hormuz Disruption Lifts Global Feedstock Costs
US Gulf Coast ethylene prices have moved sharply higher since tensions with Iran escalated, but the real driver is a…
Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace Persian Gulf LPG cargoes disrupted by the Iran war,…
Ethane Crackers Gain Ground as Hormuz Disruption Lifts Global Feedstock Costs
US Gulf Coast ethylene prices have moved sharply higher since tensions with Iran escalated, but…
Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace Persian Gulf LPG cargoes…
Iran Strikes, Saudi Terminal Outage Create Window for US LPG Exporters
Escalating military conflict in the Middle East has added gasoline to a bullish setup for…
Crude Oil Edge
Weekly intelligence on flow, price, and constraints.
Market Underestimates Permian Egress Tightening in a $100 Oil Scenario
Permian producers outlined 2026 production guidance to little market reaction, signaling low-to-moderate growth despite a forward curve near $65/bbl and…
US Plans Historic SPR Crude Release to Ease Supply Shortages from Iran War
The International Energy Agency (IEA) on Thursday announced member countries would release 400 MMbbl of oil in storage to address…
Market Underestimates Permian Egress Tightening in a $100 Oil Scenario
Permian producers outlined 2026 production guidance to little market reaction, signaling low-to-moderate growth despite a…
US Plans Historic SPR Crude Release to Ease Supply Shortages from Iran War
The International Energy Agency (IEA) on Thursday announced member countries would release 400 MMbbl of…
Exxon Leads the Pack for 2026 Permian Supply Growth
With 4Q25 earnings wrapped up, East Daley Analytics’ survey of Permian producer guidance reveals two…
The Burner Tip
Weekly updates on market shifts, pricing trends, and infrastructure.
Double E Expansion Targets Missing Link in Permian Growth Story
Summit Midstream (SMC) aims to fill this breach with a…
At the Crossroads: Big Expansion Planned for Little Midwest Pipe
Crossroads is a 300 MMcf/d pipeline owned and operated by TC Energy (TRP) that spans just over 200 miles from…
Double E Expansion Targets Missing Link in Permian Growth Story
Summit Midstream (SMC) aims to fill this breach with a…
At the Crossroads: Big Expansion Planned for Little Midwest Pipe
Crossroads is a 300 MMcf/d pipeline owned and operated by TC Energy (TRP) that spans…
Targa Building Intra-Permian Pipes to Link Vast G&P Network
Targa Resources (TRGP) is laying several gas pipelines in the Permian Basin to better connect…
Dirty Little Secrets
Annual deep dive on what most people miss.
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