14Feb2025Northeast Producers Join the NGL PartyEnergy Transfer, MPLX LP, Natural Gas Liquids, Northeast, The Daley NoteEthane supply hit another record in November ’24, the fifth monthly record high in 2024. The Permian has been the…READ
11Feb2025AI Boom Comes to Texas, Sparking Natural Gas Demand SurgeEnergy Transfer, Natural Gas, Permian, The Daley NoteNew natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to…READ
4Feb2025Executive Order Could Break Oil Terminal LogjamCrude, Enbridge, Energy Transfer, Enterprise, Phillips 66, The Daley NotePresident Trump signed an executive order intended to boost US energy production that could be just the ticket to break…READ
30Jan2025Who’s the Next Ethane Customer? INEOS a Likely TargetEnergy Transfer, Enterprise, Natural Gas Liquids, The Daley NoteGlobal petrochemicals plan to source more abundant US ethane, and East Daley suspects INEOS is on the short list.READ
22Jan2025LNG Investors Await Warmer Embrace by TrumpEnergy Transfer, Natural Gas, The Daley NoteThe LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a…READ
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