23Oct2025Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most OperatorsEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Targa, The Daley NoteThe 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…READ
21Oct2025Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in OctoberFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaMarket Movers: Kinder Morgan reports earnings Wednesday, kicking off a wave of midstream and producer data releases. Estimated Quarterly Volumes:…READ
14Oct2025Kinetik More Likely to Cut Crude Ties After EPIC DealFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaKinetik’s (KNTK) recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more…READ
9Oct2025Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL OverbuildEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteTarga Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…READ
7Oct2025Non-Core Asset of the Week: Jonah GatheringFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaEnterprise Products (EPD) plans major investments in the Permian Basin, yet its assets in the Rockies are underused. EPD prioritizes…READ
30Sep2025Eagle Ford JV: A Likely Transaction Between EPD and PAA?Fundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaThis week’s non-core asset focus is the Eagle Ford joint venture between Enterprise Products (EPD) and Plains All American (PAA).…READ
23Sep2025Sour Gas Trend Highlights Potential Winners, Targets in Delaware MidstreamFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaSour gas development is a leading trend in the Delaware Basin and, as East Daley Analytics highlighted last week, acid…READ
23Sep2025Delaware Sour Gas Trend Points to Winners, Targets in MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteSour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…READ
16Sep2025Sour Gas is a Sweet Opportunity for MidstreamFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaManaging sour gas is becoming a challenge for producers in the Delaware Basin. Development is shifting to the deeper Avalon…READ
16Sep2025Sour Gas is a Sweet Opportunity for MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteManaging sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the deeper Avalon and Bone…READ