5Jun2026Ethane Shipping Capacity Removes a Key Constraint on Export GrowthEnergy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, TargaThe global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…READ
5Jun2026Ethane Exports Keep Ripping, Spurred by Middle East DisruptionsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteEthane has become one of the most geopolitically important commodities in the global energy trade. The US is effectively the…READ
3Jun2026A Small FERC Rate Change Could Slash $1 Billion from Pipeline EarningsCrude, Enbridge, Energy Transfer, Equity, Oneok, Plains, The Daley NoteThe Federal Energy Regulatory Commission’s latest oil pipeline index reset looks small on paper. In reality, it could remove more…READ
29May2026Neches River’s Propane Ramp Tightens US LPG BalanceBakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaEnterprise Products’ Neches River Terminal Phase 2 expansion is rapidly reshaping the US propane market balance.READ
22May2026Ethane Exports Keep Ripping, Spurred by Middle East DisruptionsBakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…READ
15May2026ONEOK Rebuilds Medford Frac to Unlock NGL OptionalityBakken, Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…READ
13May2026Southwest Weans Off Coal Thanks to New Permian PipelineEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteA new pipeline out of the Permian Basin will enable utilities in Arizona to convert several coal plants to run…READ
12May2026Texas GulfLink Breaks Logjam Hampering Crude ExportsCrude, Energy Transfer, Enterprise, Phillips 66, The Daley NoteSentinel Midstream is answering the call for more crude oil export infrastructure. While disruptions tied to the Iran conflict have…READ
8May2026The Market Underestimates Propane SupplyEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66There is materially more propane supply hitting the market than most participants are pricing in.READ
6May2026Offshore Projects Gain Urgency as VLCC Constraints TightenAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Energy Transfer, Permian, WCSBGeopolitical risks are accelerating demand for US crude exports, but future growth hinges on expanding offshore infrastructure to relieve Gulf…READ