Energy Transfer

13Aug2024

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note

Permian NGL takeaway capacity is extremely tight now, but that dynamic is about to change, according to East Daley’s basin…

READ

24Jul2024

Only a Matter of Time: Energy Transfer Gets Its Piece of NuStar

Crude, Energy Transfer, NuStar, Permian

Energy Transfer (ET) and Sunoco LP (SUN) announced a joint venture combining their Permian crude and water gathering assets, with…

READ

2Jul2024

ET Has Caught Up in the Permian G&P Race

Energy Transfer, Equity, Natural Gas, Natural Gas Liquids, Permian, The Daley Note

Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems.

READ

25Jun2024

M&A in Permian: A Knife Fight for the NGL Barrel

Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream Partners

In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…

READ

21Jun2024

Louisiana Market Hangs in Balance as Williams, ET Litigate LEG Project

Energy Transfer, Equity, Natural Gas, The Daley Note, Williams

Williams (WMB) has won a legal victory in its fight to build Louisiana Energy Gateway (LEG), a critical pipeline for…

READ

20Jun2024

Let’s Get Cracking: Shell Plant Ramps, and a Northeast Ethane Market Takes Shape

Energy Transfer, MPLX LP, Natural Gas Liquids, Northeast, The Daley Note

An ethane market is developing in the Northeast as Shell (SHEL) finally ramps operations at the Monaco cracker in southwestern…

READ

13Jun2024

ET Eyes More Ethane Recovery from Rover Pipeline

Energy Transfer, Natural Gas, Natural Gas Liquids, Northeast, The Daley Note

Energy Transfer is looking to tap into the growing ethane market in the Northeast. The company has reached an agreement…

READ

7Jun2024

Energy Transfer Makes a Play for Midland NGLs

Energy Transfer, Natural Gas Liquids, Permian

Energy Transfer has made a big move to secure a slice of the Midland NGL pie. The $3.25B acquisition of…

READ

21May2024

Spurning Kimmeridge, SilverBow to Merge with Crescent in $2.1B Deal

Eagle Ford, Energy Transfer, Enterprise, Kinder Morgan, Natural Gas, The Daley Note, Western Midstream Partners

SilverBow Resources has reached a deal to be acquired by Crescent Energy valued at $2.1B. The agreement with CRGY comes…

READ

16May2024

Price Curve Misses Ethane Export Surge

Energy Transfer, Enterprise, Natural Gas Liquids, The Daley Note

Global demand for plastics continues to rapidly change US ethane markets in a way that is not reflected in the…

READ