26Aug2026Not so Alone: Solitude Joins Packed Field to Open Permian Gas TakeawayEnergy Transfer, MPLX LP, Natural Gas, Permian, The Daley Note, Western Midstream PartnersThe massive Solitude Pipeline system adds an exclamation point to a new era in the Permian Basin: the end of…READ
25Aug2026Enterprise Pipeline Faces a Contract ReckoningEnergy Transfer, Enterprise, Ethane, Expand Energy, Natural Gas Liquids, Northeast, The Daley NoteEnterprise Products is nearing a make-or-break moment for its ATEX ethane pipeline. The 1,230-mile system moves Marcellus and Utica volumes…READ
21Aug2026Half of ATEX Capacity Faces 2028 Contract RiskAnadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, Targa East Daley has identified at least 95 Mb/d of firm ethane capacity on the ATEX pipeline that faces recontracting risk…READ
20Aug2026New King of the Hill: Targa Poised to Take Frac Crown at Mont BelvieuEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, Targa, The Daley NoteTarga Resources will soon overtake Enterprise Products as Mont Belvieu’s largest fractionator, ending Enterprise’s six-and-half-year run atop the region.READ
14Aug2026New King of the Hill: Targa to Take Frac Crown at Mont BelvieuAnadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, TargaUS propane and propylene inventories increased 7% W-o-W for the week ending July 17, the largest weekly percentage gain since…READ
12Aug2026The Next Ethane Supply Wave? Try the AnadarkoAnadarko, Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, Permian, The Daley NoteRising Waha natural gas prices are pressuring the economics of Permian ethane recovery, while expanding domestic and international consumption is…READ
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