29May2025Upstart Challenges ET’s Hold on Northeast LPG ExportsEnergy Transfer, Natural Gas Liquids, Northeast, The Daley NoteA new player on the Delaware River is eyeing Energy Transfer’s stranglehold on the Northeast LPG market.READ
28May2025Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward ProducersEnergy Transfer, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteTallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…READ
23May2025ET Readies Nederland Expansion Amid LPG Market NoiseEnergy Transfer, Natural Gas Liquids, The Daley NoteEnergy Transfer’s Flexport expansion is nearing startup. Ethane service is expected later in May, propane in July, and ethylene by…READ
22May2025Weak Flows Suggest Double H Unwinding is HereBakken, Crude, Energy Transfer, Kinder Morgan, The Daley NoteKinder Morgan is still months out from starting the Double H Pipeline conversion from crude oil to NGL service, yet…READ
21May2025Permian E&Ps Trim Guidance, Signal Slower Growth Phase AheadEnergy Transfer, Enterprise, Natural Gas, Oneok, Permian, The Daley NoteThe Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to pull back…READ
14May2025Woodside’s Bold LNG Bet Adds to Demand WaveArkLaTex, Energy Transfer, Natural Gas, Southeast Gulf, The Daley NoteWoodside Energy will move forward with the Louisiana LNG project without a diversified customer base. The $17.5B FID is a…READ
7May2025Citadel Hits the Ground Running in the HaynesvilleEnergy Transfer, Haynesville, Kinder Morgan, Natural Gas, WilliamsHedge fund Citadel is quickly making a splash as an E&P operator, ramping up drilling in the Haynesville just two…READ
6May2025Bigfoot in the Permian: ET Levers M&A to Dominate Crude DistributionCrude, Energy Transfer, PermianEnergy Transfer has built one of the most extensive crude oil midstream footprints in the Permian Basin, transporting a significant…READ
24Apr2025China Trade Fight Could Ruin Bullish Propane OutlookEnergy Transfer, Enterprise, Natural Gas Liquids, Targa, The Daley NoteThe US propane market was on pace for a strong year in 2025, before a trade fight erupted between Washington…READ
11Apr2025Competition Heats Up for Committed DJ BarrelsCrude, Denver Julesberg, Energy Transfer, Oneok, Plains, The Daley NoteOil production in the Denver-Julesburg Basin is slowing, which means competition for committed barrels has intensified. The four main pipelines…READ