Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
Infrastructure: The latest ship-tracking data shows most terminals saw increased exports in 3Q25. Exports: Total NGL exports declined 23.6% W-o-W…
Eagle Ford
Chevron Considers Sale of DJ Pipeline Assets
Rigs: The total US rig count decreased during the week of Oct. 5 to 519. Infrastructure: Chevron (CVX) is exploring…
NGL Supply Poised to Climb This Winter
East Daley Analytics expects US NGL supply to rise modestly this winter, up ~21 Mb/d in 4Q25 from 3Q levels,…
Phillips 66 Doubles Down on Refining in $1.4B Cenovus Deal
On Sept. 9, Phillips 66 (PSX) announced a $1.4B deal to acquire the remaining 50% stake in WRB Refining from…
Targa’s Speedway Raises Stakes on Permian Overbuild
Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…
EPIC Deal Opens Door to More Kinetik Crude Asset Sales
Kinetik’s (KNTK) recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more…
Plains on the Prowl: Hunt for Crude Assets Could Land on Eagle Ford JV
Plains All American is on the hunt for oil assets as it transforms into a crude oil midstream pure play.…
Neches River Ramp Pushes Ethane Exports to Record in September
US ethane exports hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches River…
Crude Bottlenecks Hamper Permian Gas Ambitions
With market attention fixed on the Permian Basin, questions continue to surface about the trajectory of future production. East Daley…
Elk Creek Volumes Jump on Bakken Ethane Recovery
ONEOK’s (OKE) Elk Creek NGL pipeline posted a sharp jump in 2Q25 as Bakken producers boosted ethane recovery.