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
16Jul2026Hugh Brinson Starts Intrastate Service, but Full Ramp Is Still AheadEnergy Transfer, Permian, The Daley NoteEnergy Transfer’s Hugh Brinson Pipeline has begun moving intrastate natural gas months ahead of the project’s full operational date, according…READ
10Jul2026With Foot in China, Nederland Expansion Extends ET’s Ethane DominanceEnergy Transfer, Ethane, Natural Gas Liquids, NGL InsiderEnergy Transfer (ET) plans a 240 Mb/d ethane expansion at its Nederland terminal in southeastern Texas, further strengthening its dominant…READ
7Jul2026Permian Producers Shutter Wells to Manage Negative Waha PricesCrude, Energy Transfer, Kinder Morgan, Kinetik, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream PartnersThe Permian gas pipeline bottleneck is forcing some producers to curtail or shut-in wells to limit their exposure to negative…READ