2Apr2026Connect the Dots: Targa Building Intra-Permian Pipes to Link Vast G&P NetworkDelaware Basin, Energy Transfer, Natural Gas, Permian, Targa, The Daley NoteTarga Resources is constructing several gas pipelines in the Permian to better connect the company’s sprawling G&P footprint in West…READ
1Apr2026Targa’s Galena Park Disruption Opens Door for Competing ExportersEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Propane, Targa, The Daley NoteAn outage at Targa Resources’ Galena Park terminal comes at a precarious moment for global LPG markets and could boost…READ
24Mar2026A 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
12Mar2026Infrastructure Decides Who Captures India’s LPG OpportunityEnergy Transfer, Enterprise, Natural Gas Liquids, Phillips 66, Propane, Targa, The Daley NoteThe market already understands the macro story: India cannot easily replace LPG cargoes from the Persian Gulf disrupted by the…READ
6Mar2026Bridger Proposes to Deliver Canadian Crude to Guernsey, Raising Egress ConcernsBakken, Crude, Enbridge, Energy Transfer, Powder River, The Daley Note, WCSBTrue Companies’ Bridger Pipeline is developing a project to move Canadian crude to the Guernsey hub in Wyoming, potentially using…READ
4Mar2026Lake Charles NGLs? ET Keeps Options Open for Defunct Export ProjectEnergy Transfer, Natural Gas Liquids, Oneok, Targa, The Daley NoteEnergy Transfer has abandoned an LNG export project at its Lake Charles facility, but hasn’t thrown in the towel on…READ
3Mar2026Iran Strikes, Saudi Terminal Outage Create Window for US LPG ExportersEnergy Transfer, Enterprise, Natural Gas Liquids, Phillips 66, Propane, Targa, The Daley NoteEscalating military conflict across the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…READ
26Feb2026Rumored WES-Kinetik Deal Could Juice Permian M&A, Bring More Suitors to TableConocoPhillips, Energy Transfer, EOG, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream PartnersWestern Midstream has approached Kinetik Holdings about a potential merger, the Financial Times reports. A buyout could jumpstart M&A activity…READ
18Feb2026Delaware Takes Center Stage as Producers Expand Search for Permian CrudeCrude, Energy Transfer, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteMore Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…READ
12Feb2026Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL FightEnergy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley NoteEnterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…READ