Falling Spot Rates Confirm Slack in NGL Markets
In its 2Q25 earnings, Enterprise Products confirmed a key point East Daley Analytics has flagged for clients: NGL export markets…
Permian
ONEOK, Plains Take Over BridgeTex Ahead of Uptrend for Permian Oil Pipe
ONEOK (OKE) and Plains All American (PAA) have bought out the Ontario Municipal Employees Retirement System’s (OMERS) interest in BridgeTex…
ET Makes FID on Gas Pipeline to Meet Southwest Growth
Energy Transfer reached a final investment decision on an expansion of its Transwestern Pipeline to serve growing natural gas demand…
Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, Losers
Crude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley Note
Drilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…
Midstream Cleaves Into Winners, Losers as Permian Rigs Slide
Drilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, as softer oil prices and…
Laggard Pipe Readies for Growth as Permian Egress Tightens
BridgeTex Pipeline, the last crude oil pipeline to fill from the Permian Basin to Houston, has revised its tariff to…
Permian Crude Growth on Track Despite E&P Pullback
In 1Q25 earnings reports, many US crude producers, especially Permian operators, lowered their full-year Capex guidance in response to WTI…
MPLX Buys Northwind for $2.375B, Acquires More NGLs for JV Project
MPLX will acquire Northwind Midstream Partners in the Permian Basin for $2.375B in cash, the latest move in the industry…
Permian Gas at Crossroads: Market Headwinds Today, LNG Tailwinds Tomorrow?
Crude, Energy Transfer, Kinder Morgan, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…
BridgeTex Prepares for Growth as Permian Oil Egress Tightens
BridgeTex Pipeline, the last crude oil pipeline to fill from the Permian Basin to Houston, has revised its tariff to…