5Apr2024A Dark Horse for NGL Upside in 2024Energy Transfer, Enterprise, Natural Gas Liquids, Permian, Targa, The Daley NoteThe Permian Basin will drive new NGL supply growth in 2024. Yet it may come as a surprise which midstream…READ
4Apr2024Timing is Everything for GC Frac RestartNatural Gas LiquidsExecutive Summary: Rigs: The total US rig count increased by 3 rigs W-o-W, up from 601 to 604 for the…READ
2Apr2024The Second Coming of GC FractionatorEnLink, Enterprise, Natural Gas Liquids, Oneok, TargaThe restart of Gulf Coast Fractionator says a lot about the state of NGL markets and the urgent need for…READ
28Mar2024Competition Heats Up to Capture Permian GrowthNatural Gas LiquidsExecutive Summary: Rigs: The total US rig count increased by 1 from 597 to 598 W-o-W for the week of…READ
28Mar2024Is Mexico a Workaround for LPG Dock Constraint?Enterprise, Natural Gas Liquids, Targa, The Daley NoteSeveral market factors could support additional growth in liquefied petroleum gas (LPG) exports despite tightness at Gulf Coast docks.READ
26Mar20242024 is a Mullet Year in the Permian BasinCrude, Natural Gas, Natural Gas Liquids, Permian, The Daley Note2024 is a ‘mullet year’ for the Permian—steady early growth, with new infrastructure fueling gains later. Explore the outlook for…READ
21Mar2024Mexico Could be Relief Valve as Dock Capacity FillsNatural Gas LiquidsThe total US rig count decreased by 2 rigs W-o-W, and liquids-driven basins saw no change at 489 rigs for…READ
14Mar2024Houston is the Channel That Never SleepsNatural Gas LiquidsExecutive Summary: Rigs: The total US rig count decreased by 1 rig W-o-W, and liquids-driven basins decreased by 3 rigs for…READ
14Mar2024The Channel That Never SleepsEquity, Natural Gas Liquids, TargaThe Houston Ship Channel is working around the clock to keep liquefied petroleum gas (LPG) cargoes moving, thanks to a…READ
7Mar2024MPLX is Making Moves in the PermianNatural Gas LiquidsMPLX is building new processing and emerging as a midstream player in the Permian Basin.READ