28Aug2024Enterprise Buys Pinon Assets, Makes Play for Delaware Sour GasEnterprise, Kinetik, Natural Gas, Permian, Targa, The Daley NoteEnterprise Products agreed to purchase sour gas gathering and treating infrastructure from Pinon Midstream for $950MM in cash. The deal…READ
13Aug2024Permian NGL Dynamic Ready to Flip, Leaving Some BehindEnergy Transfer, Enterprise, Equity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley NotePermian NGL takeaway capacity is extremely tight now, but that dynamic is about to change, according to East Daley’s basin…READ
7Aug2024Blackcomb FID Could be Knockout Blow to Permian Pipe CompetitionEnbridge, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteA Whitewater-backed investor group has reached FID on Blackcomb Pipeline, a new 42-inch gas line out of the Permian Basin.…READ
28Jun2024Cureton Synergies in ActionNatural Gas Liquids, Targa, The Daley Note, WilliamsThe Williams Companies’ (WMB) Cureton Front Range acquisition in Nov’23 included 260 miles of gas gathering and 60 MMcf/d of…READ
26Apr2024Need a Permian Update? Targa Could Spill the TeaEquity, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley NoteEast Daley is optimistic about Targa Resources’ (TRGP) outlook in 2024, and we’ll be watching if the company can shed…READ
17Apr2024Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast FracsEnergy Transfer, Enterprise, Natural Gas Liquids, Permian, Targa, The Daley Note, WilliamsMoss Lake Partners’ proposed DeLa Express pipeline could shake up NGL markets by moving supply directly to fractionators and export…READ
5Apr2024A Dark Horse for NGL Upside in 2024Energy Transfer, Enterprise, Natural Gas Liquids, Permian, Targa, The Daley NoteThe Permian Basin will drive new NGL supply growth in 2024. Yet it may come as a surprise which midstream…READ
2Apr2024The Second Coming of GC FractionatorEnLink, Enterprise, Natural Gas Liquids, Oneok, TargaThe restart of Gulf Coast Fractionator says a lot about the state of NGL markets and the urgent need for…READ
28Mar2024Is Mexico a Workaround for LPG Dock Constraint?Enterprise, Natural Gas Liquids, Targa, The Daley NoteSeveral market factors could support additional growth in liquefied petroleum gas (LPG) exports despite tightness at Gulf Coast docks.READ
27Mar2024Kinetik Starts a Different Sort of Border ConflictEnLink, Equity, Kinetik, Natural Gas, Permian, Targa, The Daley NoteKinetik (KNTK) has started service on a pipeline extending the company’s West Texas G&P system into New Mexico, posing new…READ