Exxon Takes 40% Stake in Bahia Pipeline, Hitching Permian Strategy to Enterprise
ExxonMobil has agreed to acquire a 40% joint interest in Enterprise Products’ Bahia NGL pipeline, sealing a deal that changes…
Energy Transfer
ET Considers Upsizing Desert Southwest After Strong Open Season
Energy Transfer is looking to upsize its Desert Southwest project after selling out the initial 1.5 Bcf/d of capacity in…
Project Jupiter Reflects New Reality of Permian Development
Sentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…
Permian Oil Near a Peak? Indicators Suggest Delaware Has Room to Run
Industry consensus expects Permian Basin oil supply to flatten and begin rolling over, driven by a significant reduction in active…
Midstreamers Prepare for Uinta Crude Run
Midstream competition is heating up in the Uinta, one of the few basins where production is set to grow with…
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
The 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…
Energy Transfer Taps Into Texas Data Center Boom
Energy Transfer is riding the wave of data center development in Texas. The company on Oct. 9 signed an agreement…
Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL Overbuild
Energy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…
Neches River Ramp Pushes Ethane Exports to Record in September
US ethane exports likely hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches…
Crude Bottlenecks Threaten Permian Gas Ambitions
The industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…