12Aug2026The Next Ethane Supply Wave? Try the AnadarkoAnadarko, Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, Permian, The Daley NoteRising Waha natural gas prices are pressuring the economics of Permian ethane recovery, while expanding domestic and international consumption is…READ
6Aug2026Twin Eagle Deal Moves EXE Downstream as a Top Marketer. Is Midstream Next?ArkLaTex, Equity, Haynesville, Natural Gas, Northeast, Permian, The Daley NoteExpand Energy has reached a deal to purchase marketing and energy services company Twin Eagle Holdings from Five Point Infrastructure.…READ
5Aug2026Shell, Phillips 66 Put Explorer Pipe Stake on the BlockAnadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Energy Transfer, Green River, Haynesville, Kinder Morgan, Northeast, Permian, Powder River, Uinta, WCSBShell and Phillips 66 are testing market interest in their combined 60.5% stake in Explorer Pipeline Co. at a valuation…READ
4Aug2026The Next Permian Bottleneck? Oil PipelinesCrude, Energy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteThe start of new Permian gas pipeline expansions has materially improved Waha hub prices and bolstered drilling economics for producers.…READ
31Jul2026Record Propane Stocks Raise Risk of Year-End Price PressureAnadarko, Delaware Basin, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, TargaUS propane and propylene inventories increased 7% W-o-W for the week ending July 17, the largest weekly percentage gain since…READ
29Jul2026Bloated Storage Puts Propane Prices Over a BarrelEnergy Transfer, Natural Gas Liquids, Permian, Phillips 66, Propane, Targa, The Daley NoteUS propane inventories increased 7% for the week ending July 17, the largest weekly gain in over a year. Propane…READ
29Jul2026Filled Crude Pipelines Could Cap Permian Gas GrowthAnadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Energy Transfer, Green River, Haynesville, Kinder Morgan, Northeast, Permian, Powder River, Uinta, WCSBNew gas pipeline expansions have bolstered drilling economics for Permian producers, but limited capacity on crude pipes could constrain the…READ
28Jul2026LNG Gets the Bends: High Nitrogen Content Plagues Some Project RampsCheniere Energy, LNG, Natural Gas, Permian, The Daley NoteElevated nitrogen content in natural gas flowing from the Permian Basin is creating operational hazards for some LNG exporters. The…READ
22Jul2026South Bow, Bridger Project Targets Cushing but Could Face Environmental ScrutinyAnadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Green River, Haynesville, MountainWest, Northeast, Permian, Powder River, San Juan, South Bow, TC Energy, Uinta, WCSBBridger Pipeline and South Bow reportedly plan to develop a new pipeline to move Canadian crude oil from Guernsey, WY…READ
22Jul2026Waha Gains Reset Permian Ethane EconomicsEnergy Transfer, Ethane, Kinder Morgan, Natural Gas, Natural Gas Liquids, Permian, Phillips 66, The Daley NoteThe startup of two Permian pipeline expansions has helped pull Waha natural gas prices out of persistently negative territory, materially…READ