3Apr2026KMI Gains Bakken NGLs From ONEOK Contract Roll-OffEagle Ford, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Propane, TargaTarga Resources (TRGP) on March 18 declared a force majeure at …READ
2Apr2026Connect the Dots: Targa Building Intra-Permian Pipes to Link Vast G&P NetworkDelaware Basin, Energy Transfer, Natural Gas, Permian, Targa, The Daley NoteTarga Resources is constructing several gas pipelines in the Permian to better connect the company’s sprawling G&P footprint in West…READ
1Apr2026Widening Crude Spreads Unlock Upside for South BowAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, South Bow, WTIOil market volatility from the Iran conflict could pump up earnings for…READ
31Mar2026At $100 Crude, Permian Pipes Fill Faster Than You ThinkCrude, Enbridge, Enterprise, Pembina, Permian, Plains, The Daley NoteConflict in the Middle East has disrupted the stay-the-course narrative embraced by most Permian producers at the start of 2026.…READ
27Mar2026Galena Park Disruption Widens LPG Arb, Shifts Advantage to EPD and ETEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, Permian, Propane, TargaTarga Resources (TRGP) on March 18 declared a force majeure at …READ
25Mar2026Market Underestimates Permian Egress Tightening in a $100 Oil ScenarioAnadarko, Bakken, Chevron, Crude, Crude Oil Edge, Eagle Ford, PermianPermian producers outlined 2026 production guidance to little market reaction, signaling low-to-moderate growth despite a forward curve near $65/bbl and…READ
24Mar2026A Hidden Constraint Limits Permian Gas GrowthDelaware Basin, Energy Transfer, Natural Gas, Permian, Summit, The Daley NoteGas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…READ
20Mar2026Ethane Crackers Gain Ground as Hormuz Disruption Lifts Global Feedstock CostsEagle Ford, Ethane, Hormuz, Natural Gas Liquids, NGL Insider, Permian, Propane, TargaUS Gulf Coast ethylene prices have moved sharply higher since tensions with Iran escalated, but the real driver is a…READ
19Mar2026Vaquero Project Nears Completion in Latest Delaware Midstream ExpansionDelaware Basin, EOG, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley NoteVaquero Midstream has nearly finished constructing a pipeline and processing expansion in the southern Delaware Basin. The project is one…READ
18Mar2026EDA Survey: Exxon Shoulders the Load for Permian Growth in 2026Crude, ExxonMobil, Permian, The Daley NoteWith 4Q25 earnings wrapped up, East Daley’s survey of Permian producer guidance reveals two distinct camps: ExxonMobil, and the rest…READ