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Free Market-Ready Insights Real analysts. Real commentary. No corporate spin.
The Daley Note Daily insights that lead. 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 rapid expansion in Permian gas pipeline egress in 2026-27 will help the basin’s producers but may put the kibosh…
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April 29, 2026 Golden Triangle Polymers, a world-scale ethane cracker under construction in Orange, TX, has been delayed…
April 28, 2026 The rapid expansion in Permian gas pipeline egress in 2026-27 will help the basin’s producers…
April 24, 2026 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. Enterprise Products’ (EPD) Neches River Terminal Phase 2 expansion is emerging as a…
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US NGL production is set to expand by ~2.2 MMb/d over the next five years, with a stronger macro oil…
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April 24, 2026 Enterprise Products’ (EPD) Neches River Terminal Phase 2 expansion is emerging as a…
April 17, 2026 US NGL production is set to expand by ~2.2 MMb/d over the next five years,…
April 10, 2026 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. A plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…
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A wave of very large crude carriers (VLCCs) is heading to the
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April 29, 2026 A plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken…
April 22, 2026 A wave of very large crude carriers (VLCCs) is heading to the
April 15, 2026 We recently revised our Bakken outlook higher in anticipation of a…
The Burner Tip Weekly updates on market shifts, pricing trends, and infrastructure. East Daley Analytics has lowered our natural gas price forecast due to the ripple effects of the Iran conflict.
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Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an initial cargo expected to depart…
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April 16, 2026 East Daley Analytics has lowered our natural gas price forecast due to the ripple effects…
April 9, 2026 Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an…
April 2, 2026 Despite vocal support from President Trump, the coal industry faces a bleak future as…
Dirty Little Secrets Annual deep dive on what most people miss. Upcoming Events Energy market insights. Annual Energy Infrastructure CEO & Investor Conference May 18 - May 20
Speaking, Attending
Annual Energy Infrastructure CEO & Investor Conference March 24, 2026
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