Non-Core Asset of the Week: Jonah Gathering
Enterprise Products plans major investments in the Permian Basin, yet its assets in the Rockies are underused. East Daley Analytics…
Enterprise
Neches River on Hyperdrive: Export Surge Underscores Strong Global Ethane Demand
Since commissioning in July 2025, Enterprise Products’ Neches River Terminal has been operating on hyperdrive. The facility has surpassed 100…
Reading the 3Q25 Tea Leaves: Wind in the Sails for Williams
DTM Midstream, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, The Daley Note, Williams
Kinder Morgan kicked off 3Q25 earnings last Wednesday, posting strong 9% Y-o-Y growth in gas gathering volumes that matched East…
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
The 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…
Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL Overbuild
Energy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…
Neches River Ramp Pushes Ethane Exports to Record in September
US ethane exports likely hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches…
Plains on the Prowl: Hunt for Crude Assets Could Land on Eagle Ford JV
Plains All American is on the hunt for oil assets as it transforms into a crude oil midstream pure play.…
Crude Bottlenecks Threaten Permian Gas Ambitions
The industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…
Delaware Sour Gas Trend Points to Winners, Targets in Midstream
Sour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…
Sour Gas is a Sweet Opportunity for Midstream
Managing sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the deeper Avalon and Bone…