22Jan2025Targa’s Daytona Drives Another NGL RecordEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, TargaNGL production hit another record in Oct ’24 thanks to the early start of Targa’s Daytona NGL Pipeline. The project…READ
14Jan2025EPIC! $2.2B Deal Vaults Phillips 66 to Midstream EliteEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NotePhillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash, moving PSX into an elite group of…READ
9Jan2025Ethane Leads Permian Supply Surge in 2024Energy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, The Daley NoteThe quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply…READ
8Jan2025Cliffhanger in Oil: Which Export Terminals Move Ahead?Crude, Energy Transfer, Enterprise, The Daley NoteFour projects hang in the balance to build deepwater export terminals in the Gulf of Mexico. The uncertainty has put…READ
1Jan2025Best of 2024: Big Ethane Contracts Scramble the NGL OutlookEnergy Transfer, Enterprise, Natural Gas Liquids, Permian, The Daley NoteEnterprise Products (EPD) has quietly thrown a wrench into NGL markets, announcing 450 Mb/d of ethane export commitments.READ
26Dec2024Best of 2024: M&A in Permian: A Knife Fight for the NGL BarrelEnergy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream PartnersIn our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…READ
25Dec2024Best of 2024: Data Center Demand Could Send Midstream to the MoonEnergy Transfer, Equity, Kinder Morgan, Natural Gas, The Daley Note, WilliamsThe energy industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley views…READ
24Dec2024The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy TransferCrude, Energy Transfer, Equity, NuStar, PermianSunoco’s $7.3B NuStar buy could drive earnings and future synergies with Energy Transfer, adding growth options and refining Sunoco’s crude…READ
20Dec2024The New Swing Supply in EthaneEnergy Transfer, Enterprise, Natural Gas Liquids, NortheastEthane supply has taken a hit on Enterprise’s ATEX Pipeline from the Northeast to the Gulf Coast as a result…READ
19Dec2024Boardwalk Strikes First in Race to Meet Southeast GrowthArkLaTex, Energy Transfer, Kinder Morgan, Natural GasBoardwalk Pipeline has taken FID on the Kosci Junction project, moving ahead of several competing projects to meet demand growth…READ