Natural Gas Liquids

28Oct2025

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…

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24Oct2025

Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators

Eagle Ford, Ethane, Natural Gas Liquids, NGL Insider, Permian

Infrastructure: The latest ship-tracking data shows most terminals saw increased exports in 3Q25. Exports: Total NGL exports declined 23.6% W-o-W…

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23Oct2025

Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators

Energy Transfer, Enterprise, Equity, Natural Gas Liquids, Targa, The Daley Note

The 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…

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17Oct2025

NGL Supply Poised to Climb This Winter

Eagle Ford, Ethane, Natural Gas Liquids, NGL Insider, Permian

East Daley Analytics expects US NGL supply to rise modestly this winter, up ~21 Mb/d in 4Q25 from 3Q levels,…

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10Oct2025

Targa’s Speedway Raises Stakes on Permian Overbuild

Eagle Ford, Ethane, Natural Gas Liquids, NGL Insider, Permian

Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…

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9Oct2025

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…

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8Oct2025

Neches River Ramp Pushes Ethane Exports to Record in September

Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley Note

US ethane exports likely hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches…

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3Oct2025

Neches River Ramp Pushes Ethane Exports to Record in September

Eagle Ford, Ethane, Natural Gas Liquids, NGL Insider, Permian

US ethane exports hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches River…

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2Oct2025

Ethane Recovery Jumps in Bakken, Lifting ONEOK Pipeline

Bakken, Ethane, Natural Gas Liquids, Oneok, The Daley Note

Bakken producers boosted ethane recovery in 2Q25, lifting results for ONEOK’s (OKE) Elk Creek NGL pipeline.

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26Sep2025

Elk Creek Volumes Jump on Bakken Ethane Recovery

Eagle Ford, Ethane, Natural Gas Liquids, NGL Insider, Permian

ONEOK’s (OKE) Elk Creek NGL pipeline posted a sharp jump in 2Q25 as Bakken producers boosted ethane recovery.

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