2Jul2026Top Stories Mid-2026: Back a Frac: Supply Growth Creates Next NGL BottleneckEnergy Transfer, Enterprise, Natural Gas Liquids, Oneok, Phillips 66, Targa, The Daley NoteSurging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation. East…READ
30Jun2026Top Stories Mid-2026: A Hidden Constraint Limits Permian Gas GrowthDelaware Basin, Energy Transfer, Natural Gas, Permian, Summit, The Daley NoteGas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…READ
16Jun2026Start of GCX Expansion Moves Waha Prices to Bad from AbysmalEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteThe journey out of purgatory looks to be a long one for Permian natural gas, based on market activity in…READ
12Jun2026Antero’s Growth Story Gets DrierAntero, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Northeast, Permian, Phillips 66, TargaAntero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…READ
12Jun2026Prairie Connector Clears First Hurdle, but Politics Holds the KeysBakken, Crude, Enbridge, Energy Transfer, South Bow, The Daley Note, WCSBSouth Bow on May 29 announced open season results for its Prairie Connector project, securing 20-year binding commitments from Hardisty,…READ
11Jun2026Neches River’s Sharp Propane Ramp Tightens LPG BalanceEnergy Transfer, Enterprise, Natural Gas Liquids, Propane, The Daley NoteEnterprise Products’ Neches River Terminal Phase 2 is quickly reshaping the US propane market balance, exporting product at a much…READ
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