Phillips 66

10Apr2026

NGL Supply Growth Creates Need for New Fracs

Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa

Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain…

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12Mar2026

Infrastructure Decides Who Captures India’s LPG Opportunity

Energy Transfer, Enterprise, Natural Gas Liquids, Phillips 66, Propane, Targa, The Daley Note

The market already understands the macro story: India cannot easily replace LPG cargoes from the Persian Gulf disrupted by the…

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3Mar2026

Iran Strikes, Saudi Terminal Outage Create Window for US LPG Exporters

Energy Transfer, Enterprise, Natural Gas Liquids, Phillips 66, Propane, Targa, The Daley Note

Escalating military conflict across the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…

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27Feb2026

Valero Leans Into Venezuelan Crude as Sanctions Ease, Creating Risk for Canadian Barrels

Chevron, Crude, Phillips 66, South Bow, The Daley Note

Valero Energy is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows reopen.…

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24Feb2026

Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost Earnings

Antero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, Williams

Enterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…

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18Feb2026

We Know Matador’s 4Q25 Permian Volumes. Do You?

Antero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, Williams

Ignore the red cape – we know Matador’s real volumes.

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12Feb2026

Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL Fight

Energy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley Note

Enterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…

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11Feb2026

Devon, Coterra Target $1B in Cuts in Latest E&P Mega-Merger

Anadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream Partners

Devon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…

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6Feb2026

KMI, Phillips 66 Eye California Demand as Western Gateway Advances

Crude, Kinder Morgan, Oneok, Phillips 66, The Daley Note

California’s refined products demand is in the spotlight after Phillips 66 and Kinder Morgan launched a second open season for…

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4Feb2026

Permian Crude Supply Takes a Hit from Winter Storm Fern

Anadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Permian, Phillips 66, Venezuela

Winter Storm Fern, one of the strongest Arctic fronts in decades, pushed through the Lower 48 the last week of…

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