7Nov2025Non-Core Asset of the Week: Jonah GatheringEnterprise, Equity, Green River, MPLX LP, Oneok, Permian, The Daley Note, WilliamsEnterprise Products plans major investments in the Permian Basin, yet its assets in the Rockies are underused. East Daley Analytics…READ
7Nov2025Neches River on Hyperdrive: Export Surge Underscores Strong Global Ethane DemandEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianSince commissioning in July 2025, Enterprise Products’ (EPD) Neches River Terminal has been operating on hyperdrive. The facility has surpassed…READ
5Nov2025Project Jupiter Reflects New Reality of Permian DevelopmentEnergy Transfer, Kinder Morgan, Natural Gas, Permian, San Juan, The Daley NoteSentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…READ
5Nov2025Basin Pipeline Volumes Surge on Cushing PremiumBakken, Crude, Crude Oil Edge, Eagle Ford, PermianIn June and July, Basin Pipeline’s deliveries to Cushing, OK and Wichita Falls, TX reached levels not seen since November…READ
4Nov2025Reading the 3Q25 Tea Leaves: Williams has Momentum in Gulf, HaynesvilleFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaKinder Morgan (KMI) kicked off 3Q25 earnings on Oct. 22, posting strong 9% Y-o-Y growth in gas gathering volumes that…READ
31Oct2025NGLs: From Byproduct to Geopolitical LeverEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianInfrastructure: NGLs have become one of the most strategic components of the global energy system, and now sit at the…READ
31Oct2025Phillips 66 Doubles Down on Refining in $1.4B Cenovus DealCrude, Equity, Permian, Phillips 66, The Daley NotePhillips 66 will acquire the remaining 50% stake in WRB Refining from Cenovus Energy for $1.4B, giving it full ownership of…READ
30Oct2025Permian Oil Near a Peak? Indicators Suggest Delaware Has Room to RunCrude, Energy Transfer, Kinetik, Natural Gas, Permian, Targa, The Daley NoteIndustry consensus expects Permian Basin oil supply to flatten and begin rolling over, driven by a significant reduction in active…READ
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