Top Stories of 2025: EPD Refused License to Export Ethane. What is the Risk to Midstream?
Top Stories of 2025: Restrictions on US ethane exports to China have come to a head for the energy sector.…
Enterprise
Top Stories of 2025: EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite
Energy Transfer, Enterprise, Equity, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Top Stories of 2025: Phillips 66 will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX…
ET Considers Converting NGL Line to Ride Permian Gas Boom
Energy Transfer is evaluating whether to convert a Permian NGL trunkline to natural gas service, a move that would ride…
Exxon Takes 40% Stake in Bahia Pipeline, Hitching Permian Strategy to Enterprise
ExxonMobil has agreed to acquire a 40% joint interest in Enterprise Products’ Bahia NGL pipeline, sealing a deal that changes…
Enterprise Readies Bahia Start, Bringing a Step-Change to Permian NGL Takeaway
Enterprise Products’ Bahia NGL pipeline is scheduled to enter service in December 2025, adding a major new artery from the…
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…
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…