Reading the 3Q25 Tea Leaves: Williams has Momentum in Gulf, Haynesville
Kinder Morgan (KMI) kicked off 3Q25 earnings on Oct. 22, posting strong 9% Y-o-Y growth in gas gathering volumes that…
Targa
Permian Oil Near a Peak? Indicators Suggest Delaware Has Room to Run
Industry consensus expects Permian Basin oil supply to flatten and begin rolling over, driven by a significant reduction in active…
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
TRGP: NGL exports up 2.7% Q-o-Q ET: Ethane exports up 26% and LPG exports up 11% Q-o-Q EPD: Ethane exports…
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
The 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…
Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in October
Market Movers: Kinder Morgan reports earnings Wednesday, kicking off a wave of midstream and producer data releases. Estimated Quarterly Volumes:…
Kinetik More Likely to Cut Crude Ties After EPIC Deal
Kinetik’s (KNTK) recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more…
Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL Overbuild
Energy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…
Non-Core Asset of the Week: Jonah Gathering
Enterprise Products (EPD) plans major investments in the Permian Basin, yet its assets in the Rockies are underused. EPD prioritizes…
Eagle Ford JV: A Likely Transaction Between EPD and PAA?
This week’s non-core asset focus is the Eagle Ford joint venture between Enterprise Products (EPD) and Plains All American (PAA).…
Sour Gas Trend Highlights Potential Winners, Targets in Delaware Midstream
Sour gas development is a leading trend in the Delaware Basin and, as East Daley Analytics highlighted last week, acid…