22Jul2026Waha Gains Reset Permian Ethane EconomicsEnergy Transfer, Ethane, Kinder Morgan, Natural Gas Liquids, Permian, Phillips 66, The Daley NoteThe startup of two Permian pipeline expansions has helped pull Waha natural gas prices out of persistently negative territory, materially…READ
17Jul2026The Era of Cheap Ethane is OverAnadarko, Delaware Basin, Natural Gas Liquids, NGL Insider, Permian, Phillips 66The commissioning of the GCX expansion on June 10 marked a structural shift in Permian ethane economics. Waha natural gas…READ
2Jul2026Top Stories Mid-2026: Back a Frac: Supply Growth Creates Next NGL BottleneckEnergy Transfer, Enterprise, Natural Gas Liquids, Oneok, Phillips 66, Targa, The Daley NoteSurging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation. East…READ
26Jun2026Phillips 66 Quietly Expands Sweeny Fracs, Adding New Capacity to Handle Permian NGL GrowthEnterprise, Ethane, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, TargaPhillips 66 has quietly expanded the fractionators at its Sweeny complex on the Texas Gulf Coast, contributing much-needed capacity to…READ
23Jun2026New Fracs on the Down-Low: Stealth Sweeny Project Lifts Gulf Coast Fractionation CapacityNatural Gas Liquids, Phillips 66, The Daley NotePhillips 66 has quietly expanded the fractionators at its Sweeny complex on the Texas Gulf Coast, contributing much-needed new capacity…READ
19Jun2026Enterprise Tests Limits of Expanded Neches River TerminalAntero, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Northeast, Permian, Phillips 66, TargaLess than a month after startup, Enterprise Products is already testing the limits of the expanded Neches River export terminal.READ
12Jun2026Antero’s Growth Story Gets DrierAntero, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Northeast, Permian, Phillips 66, TargaAntero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…READ
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