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…
Energy Transfer
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…
ET Makes FID on Gas Pipeline to Meet Southwest Growth
Energy Transfer reached a final investment decision on an expansion of its Transwestern Pipeline to serve growing natural gas demand…
Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, Losers
Crude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley Note
Drilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…
The New Flex in NGL Markets
Enterprise Products has started service at the Neches River Terminal near Beaumont, TX. The asset brings a new dimension of…
Permian Gas at Crossroads: Market Headwinds Today, LNG Tailwinds Tomorrow?
Crude, Energy Transfer, Kinder Morgan, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…
LEG Starts Flowing Gas, Marking Next Haynesville Growth Phase
Williams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…
A New World Order for Ethane
Ethane exports have resumed to China, but that doesn’t mean the NGL industry will return to business as usual. In…