16Oct2026VLEC Fleet Growth Sets Up Next Leg of US Ethane WaveEthane, Natural Gas Liquids, The Daley NoteThe global ethane shipping fleet is entering its largest expansion cycle to date, removing a key physical constraints on future…READ
16Oct2026Energy Transfer’s Vaquero Deal Only Works With Downstream Control of Gas, NGLsAnadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, TargaEnergy Transfer agreed to acquire Vaquero Midstream for $2.625B, a price that implies fees above any Delaware Basin G&P peer.…READ
15Oct2026ET Needs Other Levers to Make $2.625B Vaquero Deal WorkEnergy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream PartnersEnergy Transfer agreed to acquire Vaquero Midstream for $2.625B, a premium price that implies fees above any Delaware Basin G&P…READ
9Oct2026A US Diesel Export Ban Would Also Roil NGL MarketsAnadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, TargaThe White House is reportedly considering a 90-day US diesel export ban to ease record prices ahead of the midterms,…READ
2Oct2026VLEC Fleet Growth Sets Up the Next Leg of US Ethane ExportsAnadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, TargaThe global ethane shipping fleet is entering its largest expansion cycle to date, removing a key constraints on future US…READ
1Oct2026Terminal Expansion Creates Relief Valve for Northeast NGLsbutane, Energy Transfer, LPGs, Natural Gas Liquids, Northeast, The Daley NoteThe Repauno terminal’s Phase 2 expansion is on track to begin operations in early 2027, according to sponsor FTAI Infrastructure.…READ
25Sep2026Repauno Expansion Adds Northeast NGL Relief ValveAnadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, TargaThe Repauno Phase 2 expansion remains on track to start in early 2027, increasing East Coast LPG export capacity and…READ
18Sep2026The Next NGL Export Terminal? Look to TargaNatural Gas Liquids, Targa, The Daley NoteTarga Resources appears to be laying the groundwork for another LPG export expansion on the Houston Ship Channel, potentially adding…READ
17Sep2026Crude Giant Enbridge Expands Cushing Routes in $2.55B Tallgrass AcquisitionCrude, Denver Julesberg, Enbridge, Natural Gas Liquids, Powder River, The Daley NoteEnbridge, North America’s largest crude pipeline player is extending its footprint through the Rockies. The company has inked an agreement…READ
11Sep2026Exxon Deals Give Targa 20-Year Runway for Permian GrowthExxonMobil, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley NoteTarga Resources has cemented its midstream partnership with ExxonMobil in a series of deals that will result in new Permian…READ