Enterprise Confirms LPG Dock Space is Loosening
Enterprise Products (EPD) confirmed a key point East Daley Analytics has flagged: NGL export markets are loosening as new expansions…
Enterprise
The New Flex in NGL Markets
Enterprise Products has started service at the Neches River Terminal near Beaumont, TX. The asset brings a new dimension of…
A New World Order for Ethane
Ethane exports have resumed to China, but that doesn’t mean the NGL industry will return to business as usual. In…
Emerging Midland Asset Could Attract Suitors
Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Industry consolidation has winnowed down the number of independently owned assets in the Permian Basin. One we’re monitoring is Brazos…
India Fills Market Void as Ethane Trade Resumes With China
The Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the NGL…
Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook
ArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley Note
The 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…
You Juan More Gas? This Play Still Has Juice
The San Juan Basin, home to the original tight-gas play, is staging a comeback. Rig counts are at the highest…
Industry Risks NGL Overbuild as Growth Slows
US NGL infrastructure has quietly transitioned from tight to overbuilt. While production continues to grow, the pace has moderated significantly…
Wanted: A Home for Suddenly Stranded Ethane
As the Trump administration clamps down on ethane exports to China, industry is scrambling to find a home for displaced…
EPD Refused License to Export Ethane. What is the Risk to Midstream?
The Department of Commerce has denied Enterprise Products an export license for three ethane cargoes to China.