Ethane Shipping Capacity Removes a Key Constraint on Export Growth
The global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…
Permian
South Bow Confirms Prairie Connector Demand, Targets Mid-2027 Project FID
South Bow has secured 20-year binding commitments for its Prairie Connector project to move Canadian crude to US delivery points.
Producers Tiptoe Toward Growth in Response to Crude Gains
Producers are responding to higher crude oil prices, albeit slowly. East Daley’s updated survey of Permian Basin operators points to…
Neches River’s Propane Ramp Tightens US LPG Balance
Bakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
Enterprise Products’ Neches River Terminal Phase 2 expansion is rapidly reshaping the US propane market balance.
Producers Bump Up Guidance in Response to Higher Crude Prices
East Daley’s updated survey of Permian Basin operators points to 3.3% growth in oil production in 2026, or a gain…
Ethane Exports Keep Ripping, Spurred by Middle East Disruptions
Bakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…
Propane Supply is Growing Faster Than You Think
There is materially more propane supply hitting the market than most participants are pricing in. The latest monthly EIA data…
Bridger Volumes Ramp on Gains from KMI Pipe Closure
Kinder Morgan’s refurbishing of Double H Pipeline is proving a bonanza for competitor True Companies and its Bridger system in…
When Production Grows, Who Gets Paid?
Energy investors know the growth story. Permian volumes are rising. Producer activity is shifting, and new wells are coming online.…
WES Passes on Kinetik With $1.6B Brazos Midstream Acquisition
ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream Partners
Western Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…