29Oct2025ET, FourPoint to Expand Uinta Crude TerminalBakken, Crude, Crude Oil Edge, Eagle Ford, PermianRigs: The total US rig count decreased during the week of Oct. 12 to 516. Infrastructure: FourPoint Resources has reached…READ
28Oct2025Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most OperatorsFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaTRGP: NGL exports up 2.7% Q-o-Q ET: Ethane exports up 26% and LPG exports up 11% Q-o-Q EPD: Ethane exports…READ
24Oct2025Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most OperatorsEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianInfrastructure: The latest ship-tracking data shows most terminals saw increased exports in 3Q25. Exports: Total NGL exports declined 23.6% W-o-W…READ
22Oct2025Energy Transfer Taps Into Texas Data Center BoomData Centers, Energy Transfer, Natural Gas, Permian, The Daley NoteEnergy Transfer is riding the wave of data center development in Texas. The company on Oct. 9 signed an agreement…READ
22Oct2025Chevron Considers Sale of DJ Pipeline AssetsBakken, Crude, Crude Oil Edge, Eagle Ford, PermianRigs: The total US rig count decreased during the week of Oct. 5 to 519. Infrastructure: Chevron (CVX) is exploring…READ
21Oct2025Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in OctoberFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaMarket Movers: Kinder Morgan reports earnings Wednesday, kicking off a wave of midstream and producer data releases. Estimated Quarterly Volumes:…READ
17Oct2025Kinetik Poised to Cut Crude Ties? EPIC Deal Could Open Door to More SalesCrude, Equity, Permian, Plains, The Daley Note, Western Midstream PartnersKinetik’s recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more divestitures.…READ
17Oct2025NGL Supply Poised to Climb This WinterEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianEast Daley Analytics expects US NGL supply to rise modestly this winter, up ~21 Mb/d in 4Q25 from 3Q levels,…READ
16Oct2025Mustang Express Fast-Tracks Permian Molecules to LNG DemandKinder Morgan, Natural Gas, Permian, The Daley Note, Venture Global, WhiteWater Midstream, WilliamsARM Energy and PIMCO announced a final investment decision on the 42-inch Mustang Express Pipeline. The $2.3B project is backed…READ
15Oct2025Phillips 66 Doubles Down on Refining in $1.4B Cenovus DealBakken, Crude, Crude Oil Edge, Eagle Ford, PermianOn Sept. 9, Phillips 66 (PSX) announced a $1.4B deal to acquire the remaining 50% stake in WRB Refining from…READ