Energy Transfer

22Jul2026

Waha Gains Reset Permian Ethane Economics

Energy Transfer, Ethane, Kinder Morgan, Natural Gas, Natural Gas Liquids, Permian, Phillips 66, The Daley Note

The startup of two Permian pipeline expansions has helped pull Waha natural gas prices out of persistently negative territory, materially…

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21Jul2026

Midstream Carries a Hidden Upstream Bet

Antero, DTM Midstream, Energy Transfer, Enterprise, Equity, Kinder Morgan, The Daley Note, Williams

Midstream has long touted its stable earnings stream, built on fee-based infrastructure contracted to ride out commodity cycles. In parts…

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17Jul2026

With Foothold in China, Nederland Expansion Helps ET Extend Ethane Dominance

Energy Transfer, Natural Gas Liquids, The Daley Note

Energy Transfer (ET) plans a 240 Mb/d ethane expansion at the Nederland Terminal in southeastern Texas, further strengthening its dominant…

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16Jul2026

Hugh Brinson Starts Intrastate Service, but Full Ramp Is Still Ahead

Energy Transfer, Permian, The Daley Note

Energy Transfer’s Hugh Brinson Pipeline has begun moving intrastate natural gas months ahead of the project’s full operational date, according…

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10Jul2026

With Foot in China, Nederland Expansion Extends ET’s Ethane Dominance

Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider

Energy Transfer (ET) plans a 240 Mb/d ethane expansion at its Nederland terminal in southeastern Texas, further strengthening its dominant…

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7Jul2026

Permian Producers Shutter Wells to Manage Negative Waha Prices

Crude, Energy Transfer, Kinder Morgan, Kinetik, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream Partners

The Permian gas pipeline bottleneck is forcing some producers to curtail or shut-in wells to limit their exposure to negative…

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2Jul2026

Start of GCX Expansion Moves Waha Prices to Bad from Abysmal

Energy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley Note

The journey out of purgatory looks to be a long one for Permian natural gas, based on market activity in…

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12Jun2026

Antero’s Growth Story Gets Drier

Antero, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Northeast, Permian, Phillips 66, Targa

Antero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…

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Energy Transfer

Waha Gains Reset Permian Ethane Economics

Midstream Carries a Hidden Upstream Bet

With Foothold in China, Nederland Expansion Helps ET Extend Ethane Dominance

Hugh Brinson Starts Intrastate Service, but Full Ramp Is Still Ahead

With Foot in China, Nederland Expansion Extends ET’s Ethane Dominance

Permian Producers Shutter Wells to Manage Negative Waha Prices

Top Stories Mid-2026: Back a Frac: Supply Growth Creates Next NGL Bottleneck

Top Stories Mid-2026: A Hidden Constraint Limits Permian Gas Growth

Start of GCX Expansion Moves Waha Prices to Bad from Abysmal

Antero’s Growth Story Gets Drier