17Jul2025India Fills Market Void as Ethane Trade Resumes With ChinaEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the NGL…READ
3Jul2025Canada’s Anniversary Wish: More Trans Mountain ExpansionsEnergy Transfer, Equity, Kinetik, Natural Gas Liquids, Permian, The Daley NoteHappy anniversary, TMX. One year out from the widely anticipated looping project, Trans Mountain Pipeline is weighing further expansions to…READ
2Jul2025ET Lawsuit Clouds Bright Outlook for KinetikEnergy Transfer, Equity, Kinetik, Natural Gas Liquids, Permian, The Daley NoteKinetik Holdings (KNTK), among the shining stars in midstream, faces a lawsuit by Energy Transfer (ET) that challenges one of…READ
27Jun2025Industry Risks NGL Overbuild as Growth SlowsEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley NoteUS NGL infrastructure has quietly transitioned from tight to overbuilt. While production continues to grow, the pace has moderated significantly…READ
11Jun2025EPD Refused License to Export Ethane. What is the Risk to Midstream?Energy Transfer, Enterprise, Equity, Natural Gas Liquids, The Daley NoteThe Department of Commerce has denied Enterprise Products an export license for three ethane cargoes to China.READ
6Jun2025Kinetik Rides Post-Earnings MomentumEnergy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteKinetik Holdings (KNTK) shares have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary.READ
3Jun2025Trump Administration Adds Hurdles to Ethane, Butane Exports to ChinaEnergy Transfer, Enterprise, Natural Gas Liquids, The Daley NoteThe Trump administration has placed new restrictions on ethane and butane exports to China in a move likely to disrupt…READ
29May2025Upstart Challenges ET’s Hold on Northeast LPG ExportsEnergy Transfer, Natural Gas Liquids, Northeast, The Daley NoteA new player on the Delaware River is eyeing Energy Transfer’s stranglehold on the Northeast LPG market.READ
28May2025Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward ProducersEnergy Transfer, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteTallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…READ
23May2025ET Readies Nederland Expansion Amid LPG Market NoiseEnergy Transfer, Natural Gas Liquids, The Daley NoteEnergy Transfer’s Flexport expansion is nearing startup. Ethane service is expected later in May, propane in July, and ethylene by…READ