Back a Frac: Supply Growth Creates Next NGL Bottleneck
Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation. East…
Enterprise
NGL Supply Growth Creates Need for New Fracs
Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain…
Texas Pipes are Near-Term Tailwind, Long-Term Drag for Kinder Morgan
Energy Transfer, Enterprise, Equity, Kinder Morgan, Kinetik, Natural Gas, Permian, Targa, The Daley Note
Kinder Morgan’s Texas Intrastate business is set up for a near-term boost, but East Daley thinks the market underappreciates how…
Targa’s Galena Park Disruption Opens Door for Competing Exporters
An outage at Targa Resources’ Galena Park terminal comes at a precarious moment for global LPG markets and could boost…
At $100 Crude, Permian Pipes Fill Faster Than You Think
Conflict in the Middle East has disrupted the stay-the-course narrative embraced by most Permian producers at the start of 2026.…
Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace LPG cargoes from the Persian Gulf disrupted by the…
Iran Strikes, Saudi Terminal Outage Create Window for US LPG Exporters
Escalating military conflict across the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…
Louisiana Flashes ‘Vacancy’ in Tight NGL Frac Market
While NGL fractionators in southeastern Texas are running all out, ample frac capacity is available across the state line in…
Is Enterprise’s Growth Story Fact or Fantasy? Company Outlines Bold Plan to Boost Earnings
Enterprise Products has laid out an ambitious path to expand earning the next two years, backed by its extensive gathering…
Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL Fight
Energy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley Note
Enterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…