16Apr2025Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian GasAntero, Equity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsBoardwalk Pipelines is holding an open season for the Borealis project to expand the Texas Gas Transmission system and open…READ
2Apr2025Harmon Creek Project Lifts Northeast Ethane for Mystery MarketEnergy Transfer, Enterprise, Kinder Morgan, MPLX LP, Natural Gas Liquids, Northeast, The Daley NoteEast Daley is monitoring several expansions in the Northeast that will increase regional ethane production. One of these, MPLX’s Harmon…READ
13Mar2025Permian NGL Race Heats Up as MPLX Strikes Deal for BANGLEquity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, The Daley NoteMPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from WhiteWater and Diamondback Energy. The deal expands…READ
14Feb2025Northeast Producers Join the NGL PartyEnergy Transfer, MPLX LP, Natural Gas Liquids, Northeast, The Daley NoteEthane supply hit another record in November ’24, the fifth monthly record high in 2024. The Permian has been the…READ
12Feb2025The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL ProjectsEquity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, The Daley NoteONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement…READ
22Jan2025Targa’s Daytona Drives Another NGL RecordEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, TargaNGL production hit another record in Oct ’24 thanks to the early start of Targa’s Daytona NGL Pipeline. The project…READ
9Jan2025Ethane Leads Permian Supply Surge in 2024Energy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, The Daley NoteThe quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply…READ
31Dec2024Best of 2024: Blackcomb FID Could be Knockout Blow to Permian Pipe CompetitionEnbridge, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteA Whitewater-backed investor group has reached FID on Blackcomb Pipeline, a new 42-inch gas line out of the Permian Basin.…READ
26Dec2024Best of 2024: M&A in Permian: A Knife Fight for the NGL BarrelEnergy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream PartnersIn our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…READ
4Dec2024Is a Marcus Hook Expansion Near? Dots Connect to Future ET ProjectEnergy Transfer, MPLX LP, Natural Gas, Natural Gas Liquids, Northeast, The Daley NoteWill Energy Transfer (ET) ever pull the trigger on a Marcus Hook LPG expansion? East Daley can see the outline…READ