17Dec2025ET Considers Converting NGL Line to Ride Permian Gas BoomEnergy Transfer, Enterprise, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley NoteEnergy Transfer is evaluating whether to convert a Permian NGL trunkline to natural gas service, a move that would ride…READ
16Dec2025Enbridge, Energy Transfer Team on Project to Backfill DAPL CrudeBakken, Crude, Enbridge, Energy Transfer, The Daley NoteEnbridge and Energy Transfer are working together on a project to move Canadian crude oil through the Dakota Access Pipeline…READ
3Dec2025Exxon Takes 40% Stake in Bahia Pipeline, Hitching Permian Strategy to EnterpriseEnergy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Targa, The Daley NoteExxonMobil has agreed to acquire a 40% joint interest in Enterprise Products’ Bahia NGL pipeline, sealing a deal that changes…READ
18Nov2025ET Considers Upsizing Desert Southwest After Strong Open SeasonData Centers, Energy Transfer, Natural Gas, The Daley NoteEnergy Transfer is looking to upsize its Desert Southwest project after selling out the initial 1.5 Bcf/d of capacity in…READ
5Nov2025Project Jupiter Reflects New Reality of Permian DevelopmentEnergy Transfer, Kinder Morgan, Natural Gas, Permian, San Juan, The Daley NoteSentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…READ
30Oct2025Permian Oil Near a Peak? Indicators Suggest Delaware Has Room to RunCrude, Energy Transfer, Kinetik, Natural Gas, Permian, Targa, The Daley NoteIndustry consensus expects Permian Basin oil supply to flatten and begin rolling over, driven by a significant reduction in active…READ
24Oct2025Midstreamers Prepare for Uinta Crude RunCrude, Energy Transfer, The Daley Note, UintaMidstream competition is heating up in the Uinta, one of the few basins where production is set to grow with…READ
23Oct2025Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most OperatorsEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Targa, The Daley NoteThe 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…READ
22Oct2025Energy Transfer Taps Into Texas Data Center BoomData Centers, Energy Transfer, Natural Gas, Permian, The Daley NoteEnergy Transfer is riding the wave of data center development in Texas. The company on Oct. 9 signed an agreement…READ
9Oct2025Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL OverbuildEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteTarga Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…READ