21Nov2023Comstock Gives a Reason to be Bullish on HaynesvilleArkLaTex, Energy Transfer, Natural Gas, The Daley NoteComstock Resources (CRK) is giving investors a reason to be bullish on future gas supply in the ArkLaTex Basin.READ
16Nov2023Haynesville Producers Dial Up SupplyArkLaTex, Energy Transfer, Natural Gas, The Daley Note, WilliamsHaynesville natural gas producers are boosting output in November, defying rig trends and East Daley’s basin forecast.READ
11Oct2023Drought Threatens LPG Export GrowthEnergy Transfer, Enterprise, Natural Gas Liquids, The Daley NoteA drought is restricting tanker traffic through the Panama Canal and could slow growth of Gulf Coast LPG exports.READ
9Oct2023Exxon-Pioneer Would Create a Monster for Permian MidstreamCrude, Energy Transfer, EnLink, Natural Gas, Targa, The Daley NoteExxonMobil is reportedly near a deal to buy Pioneer Resources for $60B, according to the Wall Street Journal. The merger…READ
25Sep2023Can LPG Exports Continue to Grow?Energy Transfer, Enterprise, Natural Gas Liquids, Targa, The Daley NoteLPG exports are up 5% YTD in 2023 vs 2022, and companies expect more demand from new propane dehydrogenation (PDH)…READ
14Sep2023Choose Your Pipe AdventureCrude, Enbridge, Energy Transfer, MPLX LP, The Daley NoteA new environmental review of the Dakota Access Pipeline (DAPL) lays out five possible scenarios without making a recommendation.READ
12Sep2023Haynesville Growth Cycle Comes to an EndArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, WilliamsHaynesville producers are hitting the brakes on growth and plan to keep output flat through YE23. East Daley expect supply…READ
28Aug2023Another One! ONEOK Adds to Permian NGL Pipeline PushEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Oneok, Targa, The Daley NoteONEOK (OKE) plans to loop its West Texas NGL (WTX NGL) pipeline, joining an industry push to expand NGL pipelines…READ
21Aug2023Barrels Wanted: $7.1B Crestwood Acquisition May Boost ET’s Downstream VolumesCrestwood, Crude, Energy Transfer, Equitrans Midstream, Natural Gas Liquids, Oneok, Powder River, Targa, The Daley NoteEnergy Transfer’s $7.1B acquisition of Crestwood Equity (CEQP) gives ET reach in new basins and could lift volumes on several…READ
18Aug2023Propane Storage Glut Could Spur More ExportsEnergy Transfer, Enterprise, The Daley NoteRising propane stocks have become a major pressure point weighing on the market.READ