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
17Apr2026Oil Gains Boost NGL Supply OutlookEagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaUS NGL production is set to expand by ~2.2 MMb/d over the next five years, with a stronger macro oil…READ
16Apr2026Back 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
10Apr2026NGL Supply Growth Creates Need for New FracsEagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaSurging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain…READ
12Mar2026Infrastructure Decides Who Captures India’s LPG OpportunityEnergy Transfer, Enterprise, Natural Gas Liquids, Phillips 66, Propane, Targa, The Daley NoteThe market already understands the macro story: India cannot easily replace LPG cargoes from the Persian Gulf disrupted by the…READ