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
8Oct2025Neches River Ramp Pushes Ethane Exports to Record in SeptemberEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteUS ethane exports likely hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches…READ
30Sep2025Crude Bottlenecks Threaten Permian Gas AmbitionsCrude, Energy Transfer, Enterprise, Natural Gas, Plains, The Daley NoteThe industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…READ
5Sep2025How the NGL Overbuild Benefits Ethane ExportsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…READ
3Sep2025Permian Power! Pipe Momentum Continues with Eiger Express FIDEnbridge, Energy Transfer, Kinetik, MPLX LP, Natural Gas, Oneok, Permian, The Daley NoteMomentum continues to grow behind new Permian Basin natural gas pipelines. Last Monday (Aug. 25), the Matterhorn joint venture, consisting…READ
29Aug2025How the NGL Overbuild Benefits Ethane ExportsAnadarko, Bakken, Eagle Ford, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, PermianThe industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…READ
14Aug2025Falling Spot Rates Confirm Slack in NGL MarketsEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley NoteIn its 2Q25 earnings, Enterprise Products confirmed a key point East Daley Analytics has flagged for clients: NGL export markets…READ
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