25Jul2025Ethane Projects Face Challenges in Fragmented Global MarketNatural Gas Liquids, NGL InsiderUS ethane has quietly powered the next generation of plants feeding the global plastics boom — cheap, abundant and unchallenged.…READ
25Jul2025A New World Order for EthaneEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteEthane exports have resumed to China, but that doesn’t mean the NGL industry will return to business as usual. In…READ
23Jul2025Emerging Midland Asset Could Attract SuitorsEnergy Transfer, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteIndustry consolidation has winnowed down the number of independently owned assets in the Permian Basin. One we’re monitoring is Brazos…READ
18Jul2025A New World Order For EthaneNatural Gas Liquids, NGL InsiderEthane exports have resumed to China, but that doesn’t mean the industry will return to business as usual. For years,…READ
17Jul2025India Fills Market Void as Ethane Trade Resumes With ChinaEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the NGL…READ
11Jul2025From the Dragon to the Elephant: India Soaks Up Ethane Cargoes Amid Trade WarNatural Gas Liquids, NGL InsiderThe Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the ethane…READ
9Jul2025Plains Deal Transforms Keyera into NGL PowerhouseEquity, Keyera, Natural Gas Liquids, Pembina, Plains, The Daley Note, WCSBKeyera’s (KEY.TO) $3.75B acquisition of Plains All American’s (PAA) Canadian NGL assets transforms the company into a coast-to-coast powerhouse with…READ
3Jul2025Canada’s Anniversary Wish: More Trans Mountain ExpansionsEnergy Transfer, Equity, Kinetik, Natural Gas Liquids, Permian, The Daley NoteHappy anniversary, TMX. One year out from the widely anticipated looping project, Trans Mountain Pipeline is weighing further expansions to…READ
2Jul2025ET Lawsuit Clouds Bright Outlook for KinetikEnergy Transfer, Equity, Kinetik, Natural Gas Liquids, Permian, The Daley NoteKinetik Holdings (KNTK), among the shining stars in midstream, faces a lawsuit by Energy Transfer (ET) that challenges one of…READ
1Jul2025China Deal Could End Ethane Export RestrictionsEthane, Natural Gas Liquids, The Daley NoteThe Trump administration appears to be laying the groundwork to ease restrictions on ethane exports to China. The President last Thursday (June…READ