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…
Natural Gas Liquids
Another Month, Another Record: Propane is the Heart of US Energy Machine
Propane has emerged as one of the most powerful drivers of American energy dominance. Since surpassing 2 MMb/d in July…
Neches River on Hyperdrive: Export Surge Underscores Strong Global Ethane Demand
Since commissioning in July 2025, Enterprise Products’ (EPD) Neches River Terminal has been operating on hyperdrive. The facility has surpassed…
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…
NGLs: From Byproduct to Geopolitical Lever
Infrastructure: NGLs have become one of the most strategic components of the global energy system, and now sit at the…
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
Infrastructure: The latest ship-tracking data shows most terminals saw increased exports in 3Q25. Exports: Total NGL exports declined 23.6% W-o-W…
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…
NGL Supply Poised to Climb This Winter
East Daley Analytics expects US NGL supply to rise modestly this winter, up ~21 Mb/d in 4Q25 from 3Q levels,…
Targa’s Speedway Raises Stakes on Permian Overbuild
Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…