ET Makes FID on Gas Pipeline to Meet Southwest Growth
Energy Transfer reached a final investment decision on an expansion of its Transwestern Pipeline to serve growing natural gas demand…
Energy Transfer
Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, Losers
Crude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley Note
Drilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…
The New Flex in NGL Markets
Enterprise Products has started service at the Neches River Terminal near Beaumont, TX. The asset brings a new dimension of…
Permian Gas at Crossroads: Market Headwinds Today, LNG Tailwinds Tomorrow?
Crude, Energy Transfer, Kinder Morgan, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…
LEG Starts Flowing Gas, Marking Next Haynesville Growth Phase
Williams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…
A New World Order for Ethane
Ethane exports have resumed to China, but that doesn’t mean the NGL industry will return to business as usual. In…
Illinois Connector Positions ETCOP, Gulf Coast for Growth
The Energy Transfer Crude Oil Pipeline (ETCOP) is poised for increased volumes as Enbridge (ENB) and Energy Transfer (ET) close…
Emerging Midland Asset Could Attract Suitors
Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Industry consolidation has winnowed down the number of independently owned assets in the Permian Basin. One we’re monitoring is Brazos…
India Fills Market Void as Ethane Trade Resumes With China
The Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the NGL…
Canada’s Anniversary Wish: More Trans Mountain Expansions
Happy anniversary, TMX. One year out from the widely anticipated looping project, Trans Mountain Pipeline is weighing further expansions to…