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…
Targa
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…
Delaware Sour Gas Trend Points to Winners, Targets in Midstream
Sour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…
Sour Gas is a Sweet Opportunity for Midstream
Managing sour gas is becoming a challenge for producers in the Delaware Basin. Development is shifting to the deeper Avalon…
Sour Gas is a Sweet Opportunity for Midstream
Managing sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the deeper Avalon and Bone…