Matador Teases a San Mateo Spinoff
Matador Resources is weighing a spinoff of San Mateo Midstream, management disclosed on its 1Q26 earnings call. The move would…
Targa
Ethane Shipping Capacity Removes a Key Constraint on Export Growth
The global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…
Neches River’s Propane Ramp Tightens US LPG Balance
Bakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
Enterprise Products’ Neches River Terminal Phase 2 expansion is rapidly reshaping the US propane market balance.
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…
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…
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…
Back a Frac: Supply Growth Creates Next NGL Bottleneck
Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation. East…
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…
Texas Pipes are Near-Term Tailwind, Long-Term Drag for Kinder Morgan
Energy Transfer, Enterprise, Equity, Kinder Morgan, Kinetik, Natural Gas, Permian, Targa, The Daley Note
Kinder Morgan’s Texas Intrastate business is set up for a near-term boost, but East Daley thinks the market underappreciates how…
KMI Gains Bakken NGLs From ONEOK Contract Roll-Off
Targa Resources (TRGP) on March 18 declared a force majeure at …