Phillips 66

22May2026

Ethane Exports Keep Ripping, Spurred by Middle East Disruptions

Bakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa

ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…

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15May2026

Western Gateway Won’t Rescue California from Petrol Crunch

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

Phillips 66 and Kinder Morgan cleared a key commercial hurdle for the Western Gateway Pipeline on April 20, announcing that…

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15May2026

ONEOK Rebuilds Medford Frac to Unlock NGL Optionality

Bakken, Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66

ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…

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12May2026

Texas GulfLink Breaks Logjam Hampering Crude Exports

Crude, Energy Transfer, Enterprise, Phillips 66, The Daley Note

Sentinel Midstream is answering the call for more crude oil export infrastructure. While disruptions tied to the Iran conflict have…

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8May2026

The Market Underestimates Propane Supply

Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66

There is materially more propane supply hitting the market than most participants are pricing in.

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1May2026

Project Delay Pushes Back New Ethane Demand

Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66

The Golden Triangle Polymers project has been delayed until 2027, pushing back a key source of new US ethane demand

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24Apr2026

Neches River Expansion Critical to Keeping Propane Market in Balance

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

Enterprise Products’ (EPD) Neches River Terminal Phase 2 expansion is emerging as a…

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17Apr2026

Oil Gains Boost NGL Supply Outlook

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

US NGL production is set to expand by ~2.2 MMb/d over the next five years, with a stronger macro oil…

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16Apr2026

Back a Frac: Supply Growth Creates Next NGL Bottleneck

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

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

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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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