11Aug2026Shell, Phillips 66 Test Market for Explorer Pipeline StakeCrude, Energy Transfer, Equity, MPLX LP, Phillips 66, Refined Products, The Daley NoteShell and Phillips 66 are testing interest in their combined 60.5% stake in Explorer Pipeline at a valuation near $3.5B,…READ
7Aug2026Ship Construction Boom Breaks Constraint on Ethane ExportsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…READ
5Aug2026Shell, Phillips 66 Put Explorer Pipe Stake on the BlockAnadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Energy Transfer, Green River, Haynesville, Kinder Morgan, Northeast, Permian, Powder River, Uinta, WCSBShell and Phillips 66 are testing market interest in their combined 60.5% stake in Explorer Pipeline Co. at a valuation…READ
4Aug2026The Next Permian Bottleneck? Oil PipelinesCrude, Energy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteThe start of new Permian gas pipeline expansions has materially improved Waha hub prices and bolstered drilling economics for producers.…READ
31Jul2026Record Propane Stocks Raise Risk of Year-End Price PressureAnadarko, Delaware Basin, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, TargaUS propane and propylene inventories increased 7% W-o-W for the week ending July 17, the largest weekly percentage gain since…READ
29Jul2026Bloated Storage Puts Propane Prices Over a BarrelEnergy Transfer, Natural Gas Liquids, Permian, Phillips 66, Propane, Targa, The Daley NoteUS propane inventories increased 7% for the week ending July 17, the largest weekly gain in over a year. Propane…READ
29Jul2026Filled Crude Pipelines Could Cap Permian Gas GrowthAnadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Energy Transfer, Green River, Haynesville, Kinder Morgan, Northeast, Permian, Powder River, Uinta, WCSBNew gas pipeline expansions have bolstered drilling economics for Permian producers, but limited capacity on crude pipes could constrain the…READ
22Jul2026Waha Gains Reset Permian Ethane EconomicsEnergy Transfer, Ethane, Kinder Morgan, Natural Gas, Natural Gas Liquids, Permian, Phillips 66, The Daley NoteThe startup of two Permian pipeline expansions has helped pull Waha natural gas prices out of persistently negative territory, materially…READ
21Jul2026Midstream Carries a Hidden Upstream BetAntero, DTM Midstream, Energy Transfer, Enterprise, Equity, Kinder Morgan, The Daley Note, WilliamsMidstream has long touted its stable earnings stream, built on fee-based infrastructure contracted to ride out commodity cycles. In parts…READ
17Jul2026With Foothold in China, Nederland Expansion Helps ET Extend Ethane DominanceEnergy Transfer, Natural Gas Liquids, The Daley NoteEnergy Transfer (ET) plans a 240 Mb/d ethane expansion at the Nederland Terminal in southeastern Texas, further strengthening its dominant…READ