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…
Enterprise
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.
Kinetik Rides Post-Earnings Momentum
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Kinetik Holdings (KNTK) shares have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary.
Trump Administration Adds Hurdles to Ethane, Butane Exports to China
The Trump administration has placed new restrictions on ethane and butane exports to China in a move likely to disrupt…
Permian E&Ps Trim Guidance, Signal Slower Growth Phase Ahead
The Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to pull back…
What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil
Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note, Western Midstream Partners
Despite lower WTI prices, the rush is still on to build gas processing in the Permian Basin. Developers have used…