13Aug2026$5.5B Momentum Deal Gives Williams More Leverage in the HaynesvilleArkLaTex, Cheniere Energy, Enterprise, Equity, Haynesville, The Daley Note, WilliamsWilliams will buy Momentum Midstream from EnCap Flatrock Midstream for up to $5.5B. The acquisition kills two birds for WMB:…READ
12Aug2026The Next Ethane Supply Wave? Try the AnadarkoAnadarko, Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, Permian, The Daley NoteRising Waha natural gas prices are pressuring the economics of Permian ethane recovery, while expanding domestic and international consumption is…READ
7Aug2026Ship Construction Boom Breaks Constraint on Ethane ExportsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…READ
31Jul2026Record Propane Stocks Raise Risk of Year-End Price PressureAnadarko, Delaware Basin, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, TargaUS propane and propylene inventories increased 7% W-o-W for the week ending July 17, the largest weekly percentage gain since…READ
21Jul2026Midstream Carries a Hidden Upstream BetAntero, DTM Midstream, Energy Transfer, Enterprise, Equity, Kinder Morgan, The Daley Note, WilliamsMidstream has long touted its stable earnings stream, built on fee-based infrastructure contracted to ride out commodity cycles. In parts…READ
9Jul2026Enterprise Quickly Maxes Out Neches River Ethane ExportsEnterprise, Ethane, Natural Gas Liquids, The Daley NoteLess than a month after startup, Enterprise Products is already testing the limits of the expanded Neches River export terminal…READ
2Jul2026Top Stories Mid-2026: Back a Frac: Supply Growth Creates Next NGL BottleneckEnergy Transfer, Enterprise, Natural Gas Liquids, Oneok, Phillips 66, Targa, The Daley NoteSurging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation. East…READ
26Jun2026Phillips 66 Quietly Expands Sweeny Fracs, Adding New Capacity to Handle Permian NGL GrowthEnterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, TargaPhillips 66 has quietly expanded the fractionators at its Sweeny complex on the Texas Gulf Coast, contributing much-needed capacity to…READ
19Jun2026Enterprise Tests Limits of Expanded Neches River TerminalAntero, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Northeast, Permian, Phillips 66, TargaLess than a month after startup, Enterprise Products is already testing the limits of the expanded Neches River export terminal.READ
11Jun2026Neches River’s Sharp Propane Ramp Tightens LPG BalanceEnergy Transfer, Enterprise, Natural Gas Liquids, Propane, The Daley NoteEnterprise Products’ Neches River Terminal Phase 2 is quickly reshaping the US propane market balance, exporting product at a much…READ