Natural Gas Liquids

5Nov2026

EQT-Range Merger Puts Midstream, Pipe Contracts in Crosshairs

Enbridge, Energy Transfer, EQT, Equity, Kinder Morgan, MPLX LP, Natural Gas, Natural Gas Liquids, Northeast, TC Energy, The Daley Note

EQT’s $13B acquisition of Range Resources is set to shake up the natural gas industry, and midstream won’t be spared.…

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16Oct2026

VLEC Fleet Growth Sets Up Next Leg of US Ethane Wave

Ethane, Natural Gas Liquids, The Daley Note

The global ethane shipping fleet is entering its largest expansion cycle to date, removing a key physical constraints on future…

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16Oct2026

Energy Transfer’s Vaquero Deal Only Works With Downstream Control of Gas, NGLs

Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, Targa

Energy Transfer agreed to acquire Vaquero Midstream for $2.625B, a price that implies fees above any Delaware Basin G&P peer.…

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15Oct2026

ET Needs Other Levers to Make $2.625B Vaquero Deal Work

Energy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream Partners

Energy Transfer agreed to acquire Vaquero Midstream for $2.625B, a premium price that implies fees above any Delaware Basin G&P…

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9Oct2026

A US Diesel Export Ban Would Also Roil NGL Markets

Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, Targa

The White House is reportedly considering a 90-day US diesel export ban to ease record prices ahead of the midterms,…

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2Oct2026

VLEC Fleet Growth Sets Up the Next Leg of US Ethane Exports

Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, Targa

The global ethane shipping fleet is entering its largest expansion cycle to date, removing a key constraints on future US…

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1Oct2026

Terminal Expansion Creates Relief Valve for Northeast NGLs

butane, Energy Transfer, LPGs, Natural Gas Liquids, Northeast, The Daley Note

The Repauno terminal’s Phase 2 expansion is on track to begin operations in early 2027, according to sponsor FTAI Infrastructure.…

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25Sep2026

Repauno Expansion Adds Northeast NGL Relief Valve

Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, Targa

The Repauno Phase 2 expansion remains on track to start in early 2027, increasing East Coast LPG export capacity and…

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18Sep2026

The Next NGL Export Terminal? Look to Targa

Natural Gas Liquids, Targa, The Daley Note

Targa Resources appears to be laying the groundwork for another LPG export expansion on the Houston Ship Channel, potentially adding…

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17Sep2026

Crude Giant Enbridge Expands Cushing Routes in $2.55B Tallgrass Acquisition

Crude, Denver Julesberg, Enbridge, Natural Gas Liquids, Powder River, The Daley Note

Enbridge, North America’s largest crude pipeline player is extending its footprint through the Rockies. The company has inked an agreement…

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