25Sep2023Can LPG Exports Continue to Grow?Energy Transfer, Enterprise, Natural Gas Liquids, Targa, The Daley NoteLPG exports are up 5% YTD in 2023 vs 2022, and companies expect more demand from new propane dehydrogenation (PDH)…READ
29Aug2023Silverbow-CHK Asset Sale Could Shuffle Eagle Ford RigsEnterprise, Equity, Kinder Morgan, Natural Gas, Targa, The Daley Note, WilliamsSilverBow Resources has struck a deal with Chesapeake Energy to acquire assets in the Eagle Ford shale for $700MM. The…READ
28Aug2023Another One! ONEOK Adds to Permian NGL Pipeline PushEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Oneok, Targa, The Daley NoteONEOK (OKE) plans to loop its West Texas NGL (WTX NGL) pipeline, joining an industry push to expand NGL pipelines…READ
18Aug2023Propane Storage Glut Could Spur More ExportsEnergy Transfer, Enterprise, The Daley NoteRising propane stocks have become a major pressure point weighing on the market.READ
24Jul2023Fresh Pavement on the Road to El DoradoEnterprise, Equity, Kinder Morgan, Natural Gas, The Daley NotePreviously in EOG on the Road to El Dorado, East Daley discussed EOG building a 41-mile, 36-inch pipeline to move…READ
12Jul2023Enterprise Permits New NGL Pipeline Out of PermianEnterprise, Natural Gas Liquids, The Daley NoteEnterprise Products (EPD) has permitted a new NGL pipeline out of the Permian Basin that appears to follow the same…READ
13Apr2023Enterprise Lowers View on Commodity SupplyCrude, Enterprise, Natural Gas, Natural Gas LiquidsEPD has lowered supply growth expectations. EPD’s short- to medium-term gas forecast mostly aligns with East Daley’s outlook, but diverge…READ
22Mar2023Midstream Caught in Middle of Permian Producer SplitEnterprise, Natural Gas, Permian, The Daley NotePublic and private E&Ps are parting ways in the Permian Basin. Public companies have added rigs as privates pull back,…READ