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
3Apr2025Haynesville Rebound Starts with a Few Small StepsArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley NoteFlows indicate that Haynesville production is starting to grow once again, but we still have a ways to go to…READ
2Apr2025Harmon Creek Project Lifts Northeast Ethane for Mystery MarketEnergy Transfer, Enterprise, Kinder Morgan, MPLX LP, Natural Gas Liquids, Northeast, The Daley NoteEast Daley is monitoring several expansions in the Northeast that will increase regional ethane production. One of these, MPLX’s Harmon…READ
28Mar2025The Anadarko Catches a Bid from $4 Gas PricesAnadarko, Energy Transfer, Natural Gas, Oneok, Phillips 66, TargaOperators are returning to core of the Anadarko Basin in pursuit of higher natural gas prices, adding l0 rigs so…READ
11Mar2025Pipelines Advance Supply Deals for Texas Data CentersEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NotePipelines have advanced several deals recently to supply data centers in Texas. The commercial momentum moves the hype behind data…READ
25Feb2025Sky’s the Limit: ET, SOBO Partner on Big Sky to Meet Canadian GrowthCrude, Enbridge, Energy Transfer, The Daley NoteEnergy Transfer and South Bow have launched an open season for commitments to the new Big Sky Pipeline to handle…READ
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