17Sep2025Plains’ Path to Crude Pure PlayBakken, Crude, Crude Oil Edge, Eagle Ford, PermianPlains All American (PAA) aims to become a crude oil midstream pure play, but a motley assortment of NGL assets…READ
12Sep2025Ethane Data Revisions Highlight Growing Petchem vs Export CompetitionEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianThe Energy Information Administration (EIA) has revised upward its 2024 ethane data, confirming that supply growth was stronger than previously…READ
10Sep2025$1.57B EPIC Deal Bolsters Plains’ Position in Permian, Eagle FordBakken, Crude, Crude Oil Edge, Eagle Ford, PermianThe total US rig count decreased during the week of Aug 24 to 524. Liquids-driven basins increased by 1 rig…READ
9Sep2025Plains All Texan? EPIC Deal Solidifies PAA’s Stronghold in Permian, Eagle FordCrude, Eagle Ford, Enterprise, Equity, FANG, Kinetik, Permian, The Daley NotePlains All American will acquire a 55% non-operated interest in EPIC Crude Holdings, LP for $1.57B, the company announced last…READ
5Sep2025Petchem Industry Grapples With Global OvercapacityAnadarko, Eagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianLow margins and excess capacity have led to a reckoning in the global petrochemical industry. Companies in Europe and Asia…READ
3Sep2025Pipeline Takeaway Constrains Canada’s Oil GrowthAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, PermianThe EIA has turned heads with a bearish call on crude oil. The agency now predicts prices will fall to…READ
29Aug2025How the NGL Overbuild Benefits Ethane ExportsAnadarko, Bakken, Eagle Ford, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, PermianThe industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…READ
27Aug2025EIA Forecasts $50 Oil, Here’s Why We DifferAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, PermianThe EIA has turned heads with a bearish call on crude oil. The agency now predicts prices will fall to…READ
29Jul2025Reading the 2Q25 Tea Leaves Part III: Gas Processor Volumes Rebound, but Growth is ShiftingBakken, Eagle Ford, Fundamentally SpeakingThe volumetric picture for companies that process rich gas is becoming clearer for 2Q25. Total Lower 48 sample volumes rose…READ
3Jun2025Permian or Bust: Lower Oil Prices Narrow NGL Growth StoryAnadarko, Denver Julesberg, Eagle Ford, Natural Gas, Permian, The Daley NoteA $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s…READ