Golden Triangle Delay Postpones New Ethane Demand
Golden Triangle Polymers, a world-scale ethane cracker under construction in Orange, TX, has been delayed by at least six months,…
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The Daley Note
Daily insights that lead.
Kinetik’s Fat Profits on Borrowed Time as New Permian Pipes Loom
The rapid expansion in Permian gas pipeline egress in 2026-27 will help the basin’s producers but may put the kibosh…
Golden Triangle Delay Postpones New Ethane Demand
Golden Triangle Polymers, a world-scale ethane cracker under construction in Orange, TX, has been delayed…
Kinetik’s Fat Profits on Borrowed Time as New Permian Pipes Loom
The rapid expansion in Permian gas pipeline egress in 2026-27 will help the basin’s producers…
US Crude Exports Crank Into High Gear, Pushing Docks to the Limit
A wave of very large crude carriers is heading to the US Gulf Coast, signaling…
The NGL Insider
Market shifts before they hit the headlines.
Neches River Expansion Critical to Keeping Propane Market in Balance
Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
Enterprise Products’ (EPD) Neches River Terminal Phase 2 expansion is emerging as a…
Oil Gains Boost NGL Supply Outlook
Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
US NGL production is set to expand by ~2.2 MMb/d over the next five years, with a stronger macro oil…
Neches River Expansion Critical to Keeping Propane Market in Balance
Enterprise Products’ (EPD) Neches River Terminal Phase 2 expansion is emerging as a…
Oil Gains Boost NGL Supply Outlook
US NGL production is set to expand by ~2.2 MMb/d over the next five years,…
NGL Supply Growth Creates Need for New Fracs
Surging US NGL production is beginning to outpace one of the most overlooked constraints in…
Crude Oil Edge
Weekly intelligence on flow, price, and constraints.
Enbridge Project Wins Permit to Move Canadian Crude Through Bakken
A plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…
Soaring Global Demand Pushes US Crude Exports Higher
A wave of very large crude carriers (VLCCs) is heading to the
Enbridge Project Wins Permit to Move Canadian Crude Through Bakken
A plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken…
Soaring Global Demand Pushes US Crude Exports Higher
A wave of very large crude carriers (VLCCs) is heading to the
Bakken Outlook Improves on Higher Oil Prices
We recently revised our Bakken outlook higher in anticipation of a…
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The Burner Tip
Weekly updates on market shifts, pricing trends, and infrastructure.
EDA Lowers Gas Forecast on Iran War, Higher Oil Prices
East Daley Analytics has lowered our natural gas price forecast due to the ripple effects of the Iran conflict.
Golden Pass Starts LNG Production, Shifting Gas Flows in the Haynesville
Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an initial cargo expected to depart…
EDA Lowers Gas Forecast on Iran War, Higher Oil Prices
East Daley Analytics has lowered our natural gas price forecast due to the ripple effects…
Golden Pass Starts LNG Production, Shifting Gas Flows in the Haynesville
Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an…
Coal Plant Conversions Support Gas Demand Growth
Despite vocal support from President Trump, the coal industry faces a bleak future as…
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