2Jul2024ET Has Caught Up in the Permian G&P RaceEnergy Transfer, Equity, Natural Gas, Natural Gas Liquids, Permian, The Daley NoteEnergy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems.READ
25Jun2024M&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
21Jun2024Louisiana Market Hangs in Balance as Williams, ET Litigate LEG ProjectEnergy Transfer, Equity, Natural Gas, The Daley Note, WilliamsWilliams (WMB) has won a legal victory in its fight to build Louisiana Energy Gateway (LEG), a critical pipeline for…READ
20Jun2024Let’s Get Cracking: Shell Plant Ramps, and a Northeast Ethane Market Takes ShapeEnergy Transfer, MPLX LP, Natural Gas Liquids, Northeast, The Daley NoteAn ethane market is developing in the Northeast as Shell (SHEL) finally ramps operations at the Monaco cracker in southwestern…READ
13Jun2024ET Eyes More Ethane Recovery from Rover PipelineEnergy Transfer, Natural Gas, Natural Gas Liquids, Northeast, The Daley NoteEnergy Transfer is looking to tap into the growing ethane market in the Northeast. The company has reached an agreement…READ
7Jun2024Energy Transfer Makes a Play for Midland NGLsEnergy Transfer, Natural Gas Liquids, PermianEnergy Transfer has made a big move to secure a slice of the Midland NGL pie. The $3.25B acquisition of…READ
21May2024Spurning Kimmeridge, SilverBow to Merge with Crescent in $2.1B DealEagle Ford, Energy Transfer, Enterprise, Kinder Morgan, Natural Gas, The Daley Note, Western Midstream PartnersSilverBow Resources has reached a deal to be acquired by Crescent Energy valued at $2.1B. The agreement with CRGY comes…READ
16May2024Price Curve Misses Ethane Export SurgeEnergy Transfer, Enterprise, Natural Gas Liquids, The Daley NoteGlobal demand for plastics continues to rapidly change US ethane markets in a way that is not reflected in the…READ
14May2024Data 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
9May2024Big 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