20Mar2026Ethane Crackers Gain Ground as Hormuz Disruption Lifts Global Feedstock CostsEagle Ford, Ethane, Hormuz, Natural Gas Liquids, NGL Insider, Permian, Propane, TargaUS Gulf Coast ethylene prices have moved sharply higher since tensions with Iran escalated, but the real driver is a…READ
19Mar2026Vaquero Project Nears Completion in Latest Delaware Midstream ExpansionDelaware Basin, EOG, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley NoteVaquero Midstream has nearly finished constructing a pipeline and processing expansion in the southern Delaware Basin. The project is one…READ
17Mar2026War in the Middle East: Keep Calm and Profit onBakken, Eagle Ford, Fundamentally Speaking, Haynesville, Kinetik, Oneok, TargaThe US-Israel attack on Iran lobs a grenade into the hydrocarbons…READ
13Mar2026Infrastructure Decides Who Captures India’s LPG OpportunityEagle Ford, Ethane, India, Natural Gas Liquids, NGL Insider, Permian, Propane, TargaThe market already understands the macro story: India cannot easily replace Persian Gulf LPG cargoes disrupted by the Iran war,…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
10Mar2026Data Center Infrastructure Gap Creates Opportunities for Williams, OthersBakken, Dirty Little Secrets, Fundamentally Speaking, Haynesville, Kinetik, Oneok, Targa, WilliamsThe industry is amid a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project announcements…READ
4Mar2026Lake Charles NGLs? ET Keeps Options Open for Defunct Export ProjectEnergy Transfer, Natural Gas Liquids, Oneok, Targa, The Daley NoteEnergy Transfer has abandoned an LNG export project at its Lake Charles facility, but hasn’t thrown in the towel on…READ
3Mar2026A WES-Kinetik Tie-up Could Juice M&A in the PermianBakken, Dirty Little Secrets, Fundamentally Speaking, Haynesville, Kinetik, Oneok, Targa, WilliamsWestern Midstream (WES) has approached Kinetik Holdings (KNTK) about a potential merger, prompting KNTK to begin preparing for a sale,…READ
3Mar2026Iran Strikes, Saudi Terminal Outage Create Window for US LPG ExportersEnergy Transfer, Enterprise, Natural Gas Liquids, Phillips 66, Propane, Targa, The Daley NoteEscalating military conflict across the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…READ
26Feb2026Rumored WES-Kinetik Deal Could Juice Permian M&A, Bring More Suitors to TableConocoPhillips, Energy Transfer, EOG, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream PartnersWestern Midstream has approached Kinetik Holdings about a potential merger, the Financial Times reports. A buyout could jumpstart M&A activity…READ