23Oct2025Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most OperatorsEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Targa, The Daley NoteThe 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…READ
9Oct2025Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL OverbuildEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteTarga Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…READ
8Oct2025Neches River Ramp Pushes Ethane Exports to Record in SeptemberEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteUS ethane exports likely hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches…READ
3Oct2025Plains on the Prowl: Hunt for Crude Assets Could Land on Eagle Ford JVCrude, Eagle Ford, Enterprise, Equity, Plains, The Daley NotePlains All American is on the hunt for oil assets as it transforms into a crude oil midstream pure play.…READ
30Sep2025Crude Bottlenecks Threaten Permian Gas AmbitionsCrude, Energy Transfer, Enterprise, Natural Gas, Plains, The Daley NoteThe industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…READ
23Sep2025Delaware Sour Gas Trend Points to Winners, Targets in MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteSour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…READ
16Sep2025Sour Gas is a Sweet Opportunity for MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteManaging sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the deeper Avalon and Bone…READ
9Sep2025Plains All Texan? EPIC Deal Solidifies PAA’s Stronghold in Permian, Eagle FordCrude, Eagle Ford, Enterprise, Equity, FANG, Kinetik, Permian, The Daley NotePlains All American will acquire a 55% non-operated interest in EPIC Crude Holdings, LP for $1.57B, the company announced last…READ
5Sep2025How the NGL Overbuild Benefits Ethane ExportsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…READ
4Sep2025MPLX Sells Rockies Assets for $1.0B, Keeps NGLs Ahead of Export PushEnterprise, Equity, Green River, MPLX LP, Natural Gas Liquids, Oneok, The Daley Note, UintaMPLX reached a deal to sell its Rockies G&P assets in the Green River and Uinta basins to Harvest Midstream…READ