25Sep2025Junk or Jewels? Plains Plans NGL Asset Sale on Path to Crude Pure PlayCrude, Denver Julesberg, Equity, Keyera, Natural Gas Liquids, Phillips 66, Plains, The Daley NotePlains All American aims to become a crude oil midstream pure play, but a motley assortment of NGL assets stand…READ
19Sep2025China’s Coal-to-Chemicals Quest Could Threaten Ethane ExportsEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianChina in February and June commissioned more petrochemical plants able to use coal to produce polymers. These massive complexes sprawl…READ
18Sep2025Petchem Industry Grapples with Global OvercapacityEthane, Natural Gas Liquids, The Daley NoteLow margins and excess capacity have led to a reckoning in the global petrochemical industry. Companies in Europe and Asia…READ
12Sep2025Ethane Data Revisions Highlight Growing Petchem vs Export CompetitionEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianThe Energy Information Administration (EIA) has revised upward its 2024 ethane data, confirming that supply growth was stronger than previously…READ
5Sep2025How the NGL Overbuild Benefits Ethane ExportsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…READ
5Sep2025Petchem Industry Grapples With Global OvercapacityAnadarko, Eagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianLow margins and excess capacity have led to a reckoning in the global petrochemical industry. Companies in Europe and Asia…READ
4Sep2025MPLX Sells Rockies Assets for $1.0B, Keeps NGLs Ahead of Export PushEnterprise, Equity, Green River, MPLX LP, Natural Gas Liquids, Oneok, The Daley Note, UintaMPLX reached a deal to sell its Rockies G&P assets in the Green River and Uinta basins to Harvest Midstream…READ
29Aug2025How the NGL Overbuild Benefits Ethane ExportsAnadarko, Bakken, Eagle Ford, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, PermianThe industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…READ
28Aug2025Ethane Projects Face Challenges in Fragmented Global MarketEthane, Natural Gas Liquids, The Daley NoteUS ethane has quietly powered the next generation of plants feeding the global plastics boom — cheap, abundant and unchallenged.…READ
22Aug2025Canada’s Propane Moment in the SunNatural Gas Liquids, NGL InsiderEscalating US-China trade tensions have disrupted one of the fastest-growing lanes for the propane trade, and Canada is taking advantage.READ