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…
MPLX LP
Reading the 3Q25 Tea Leaves: Williams has Momentum in Gulf, Haynesville
Kinder Morgan (KMI) kicked off 3Q25 earnings on Oct. 22, posting strong 9% Y-o-Y growth in gas gathering volumes that…
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
TRGP: NGL exports up 2.7% Q-o-Q ET: Ethane exports up 26% and LPG exports up 11% Q-o-Q EPD: Ethane exports…
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: KMI Kicks Off Christmas in October
Market Movers: Kinder Morgan reports earnings Wednesday, kicking off a wave of midstream and producer data releases. Estimated Quarterly Volumes:…
EQT Wheels and Deals to Build Appalachian Gas Market
EQT, Appalachia’s largest gas producer, has been its own market maker lately. The producer signed several supply deals this summer…
Kinetik More Likely to Cut Crude Ties After EPIC Deal
Kinetik’s (KNTK) recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more…
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…
Non-Core Asset of the Week: Jonah Gathering
Enterprise Products (EPD) plans major investments in the Permian Basin, yet its assets in the Rockies are underused. EPD prioritizes…
Eagle Ford JV: A Likely Transaction Between EPD and PAA?
This week’s non-core asset focus is the Eagle Ford joint venture between Enterprise Products (EPD) and Plains All American (PAA).…