13Aug2025ET Makes FID on Gas Pipeline to Meet Southwest GrowthEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteEnergy Transfer reached a final investment decision on an expansion of its Transwestern Pipeline to serve growing natural gas demand…READ
12Aug2025Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, LosersCrude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley NoteDrilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…READ
7Aug2025The New Flex in NGL MarketsEnergy Transfer, Enterprise, Natural Gas Liquids, The Daley NoteEnterprise Products has started service at the Neches River Terminal near Beaumont, TX. The asset brings a new dimension of…READ
31Jul2025Permian 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 PartnersEast Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…READ
29Jul2025LEG Starts Flowing Gas, Marking Next Haynesville Growth PhaseArkLaTex, Energy Transfer, Haynesville, Natural Gas, The Daley Note, Venture Global, WilliamsWilliams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…READ
25Jul2025A New World Order for EthaneEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteEthane exports have resumed to China, but that doesn’t mean the NGL industry will return to business as usual. In…READ
24Jul2025Illinois Connector Positions ETCOP, Gulf Coast for GrowthCrude, Enbridge, Energy Transfer, Equity, The Daley Note, WCSBThe Energy Transfer Crude Oil Pipeline (ETCOP) is poised for increased volumes as Enbridge (ENB) and Energy Transfer (ET) close…READ
23Jul2025Emerging Midland Asset Could Attract SuitorsEnergy Transfer, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteIndustry consolidation has winnowed down the number of independently owned assets in the Permian Basin. One we’re monitoring is Brazos…READ
17Jul2025India Fills Market Void as Ethane Trade Resumes With ChinaEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the NGL…READ
3Jul2025Canada’s Anniversary Wish: More Trans Mountain ExpansionsEnergy Transfer, Equity, Kinetik, Natural Gas Liquids, Permian, The Daley NoteHappy anniversary, TMX. One year out from the widely anticipated looping project, Trans Mountain Pipeline is weighing further expansions to…READ