9Jun2026Matador Teases a San Mateo SpinoffDelaware Basin, Equity, Kinetik, Natural Gas, Permian, Phillips 66, Targa, The Daley NoteMatador Resources is weighing a spinoff of San Mateo Midstream, management disclosed on its 1Q26 earnings call. The move would…READ
5Jun2026Ethane Shipping Capacity Removes a Key Constraint on Export GrowthEnergy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, TargaThe global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…READ
29May2026Neches River’s Propane Ramp Tightens US LPG BalanceBakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaEnterprise Products’ Neches River Terminal Phase 2 expansion is rapidly reshaping the US propane market balance.READ
22May2026Ethane Exports Keep Ripping, Spurred by Middle East DisruptionsBakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…READ
15May2026Western Gateway Won’t Rescue California from Petrol CrunchCrude, Kinder Morgan, Oneok, Phillips 66, The Daley NotePhillips 66 and Kinder Morgan cleared a key commercial hurdle for the Western Gateway Pipeline on April 20, announcing that…READ
15May2026ONEOK Rebuilds Medford Frac to Unlock NGL OptionalityBakken, Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…READ
12May2026Texas GulfLink Breaks Logjam Hampering Crude ExportsCrude, Energy Transfer, Enterprise, Phillips 66, The Daley NoteSentinel Midstream is answering the call for more crude oil export infrastructure. While disruptions tied to the Iran conflict have…READ
8May2026The Market Underestimates Propane SupplyEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66There is materially more propane supply hitting the market than most participants are pricing in.READ
1May2026Project Delay Pushes Back New Ethane DemandEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66The Golden Triangle Polymers project has been delayed until 2027, pushing back a key source of new US ethane demandREAD
24Apr2026Neches River Expansion Critical to Keeping Propane Market in BalanceEagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaEnterprise Products’ (EPD) Neches River Terminal Phase 2 expansion is emerging as a…READ