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
2Jul2026Top Stories Mid-2026: Back a Frac: Supply Growth Creates Next NGL BottleneckEnergy Transfer, Enterprise, Natural Gas Liquids, Oneok, Phillips 66, Targa, The Daley NoteSurging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation. East…READ
30Jun2026Top Stories Mid-2026: A Hidden Constraint Limits Permian Gas GrowthDelaware Basin, Energy Transfer, Natural Gas, Permian, Summit, The Daley NoteGas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…READ
16Jun2026Start of GCX Expansion Moves Waha Prices to Bad from AbysmalEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteThe journey out of purgatory looks to be a long one for Permian natural gas, based on market activity in…READ
12Jun2026Antero’s Growth Story Gets DrierAntero, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Northeast, Permian, Phillips 66, TargaAntero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…READ
12Jun2026Prairie Connector Clears First Hurdle, but Politics Holds the KeysBakken, Crude, Enbridge, Energy Transfer, South Bow, The Daley Note, WCSBSouth Bow on May 29 announced open season results for its Prairie Connector project, securing 20-year binding commitments from Hardisty,…READ