11Jun2026Neches River’s Sharp Propane Ramp Tightens LPG BalanceEnergy Transfer, Enterprise, Natural Gas Liquids, Propane, The Daley NoteEnterprise Products’ Neches River Terminal Phase 2 is quickly reshaping the US propane market balance, exporting product at a much…READ
5Jun2026Ethane Shipping Capacity Removes a Key Constraint on Export GrowthEnergy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, TargaThe global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…READ
5Jun2026Ethane Exports Keep Ripping, Spurred by Middle East DisruptionsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteEthane has become one of the most geopolitically important commodities in the global energy trade. The US is effectively the…READ
29May2026Neches River’s Propane Ramp Tightens US LPG BalanceBakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaEnterprise Products’ Neches River Terminal Phase 2 expansion is rapidly reshaping the US propane market balance.READ
28May2026Medford Frac Rebuild Helps ONEOK Unlock NGL OptionalityBakken, Enterprise, Ethane, Natural Gas Liquids, Oneok, Propane, The Daley NoteONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma after the facility was damaged in a July 2022 explosion.…READ
22May2026Ethane Exports Keep Ripping, Spurred by Middle East DisruptionsBakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…READ
22May2026Propane Supply is Growing Faster Than You ThinkNatural Gas Liquids, Permian, Propane, The Daley NoteThere is materially more propane supply hitting the market than most participants are pricing in. The latest monthly EIA data…READ
19May2026WES Passes on Kinetik With $1.6B Brazos Midstream AcquisitionExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream PartnersWestern Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…READ
15May2026ONEOK Rebuilds Medford Frac to Unlock NGL OptionalityBakken, Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…READ
8May2026The Market Underestimates Propane SupplyEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66There is materially more propane supply hitting the market than most participants are pricing in.READ