Midstreamers Prepare for Uinta Crude Run
Midstream competition is heating up in the Uinta, one of the few basins where production is set to grow with…
Energy Transfer
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
The 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…
Energy Transfer Taps Into Texas Data Center Boom
Energy Transfer is riding the wave of data center development in Texas. The company on Oct. 9 signed an agreement…
Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL Overbuild
Energy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…
Neches River Ramp Pushes Ethane Exports to Record in September
US ethane exports likely hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches…
Crude Bottlenecks Threaten Permian Gas Ambitions
The industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…
How the NGL Overbuild Benefits Ethane Exports
The industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…
Permian Power! Pipe Momentum Continues with Eiger Express FID
Momentum continues to grow behind new Permian Basin natural gas pipelines. Last Monday (Aug. 25), the Matterhorn joint venture, consisting…
How the NGL Overbuild Benefits Ethane Exports
The industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…
Falling Spot Rates Confirm Slack in NGL Markets
In its 2Q25 earnings, Enterprise Products confirmed a key point East Daley Analytics has flagged for clients: NGL export markets…