ET Has Caught Up in the Permian G&P Race
Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems.
Energy Transfer
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)…
Louisiana Market Hangs in Balance as Williams, ET Litigate LEG Project
Williams (WMB) has won a legal victory in its fight to build Louisiana Energy Gateway (LEG), a critical pipeline for…
Let’s Get Cracking: Shell Plant Ramps, and a Northeast Ethane Market Takes Shape
An ethane market is developing in the Northeast as Shell (SHEL) finally ramps operations at the Monaco cracker in southwestern…
ET Eyes More Ethane Recovery from Rover Pipeline
Energy Transfer is looking to tap into the growing ethane market in the Northeast. The company has reached an agreement…
Energy Transfer Makes a Play for Midland NGLs
Energy Transfer has made a big move to secure a slice of the Midland NGL pie. The $3.25B acquisition of…
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…
Price Curve Misses Ethane Export Surge
Global demand for plastics continues to rapidly change US ethane markets in a way that is not reflected in the…
Data Center Demand Could Send Midstream to the Moon
The energy industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley views…
Big Ethane Contracts Scramble the NGL Outlook
Enterprise Products (EPD) has quietly thrown a wrench into NGL markets, announcing 450 Mb/d of ethane export commitments.