Developers Plan Gulf Coast Storage to Manage Explosive LNG Growth
LNG demand along the Gulf Coast is expected to more than double by the end of the decade, requiring significant…
The Daley Note
KMI, Phillips 66 Eye California Demand as Western Gateway Advances
California’s refined products demand is in the spotlight after Phillips 66 and Kinder Morgan launched a second open season for…
Regime Change in the Permian? Plant Data Shows Rotation as Growth Slows
Growth is slowing in the Permian Basin. Plant inlet data and residue samples in Energy Data Studio don’t point to…
NGL Supply Growth Butts Up Against Frac Capacity
Fractionation capacity is an underappreciated constraint in the US NGL value chain, and the limits are being tested. Rapid growth…
Golden Pass LNG Receives Cooldown Cargo, Moves Closer to Startup
Golden Pass LNG is inching closer to a long-anticipated startup. The latest Gulf Coast export facility could begin making LNG…
Ethane, Propane Exports Diverge in 2025
US NGL exports diverged sharply in 2025, offering an early signal of how global trade fragmentation may shape flows in…
Reading the 4Q25 Tea Leaves: Bahia, Northwind Set Table for Next Earnings; KMI Opens Strong in Gas
Kinder Morgan opened the 4Q25 earnings season with a bang, reporting record earnings in its natural gas business. Enterprise Products…
Williams Expansions Boost Rockies’ Access to Western Gas Market
Williams has started service on an expansion of its MountainWest Overthrust Pipeline. The project is one of several planned on…
Arctic Blitz Cuts Energy Supply, Ignites 100%+ Henry Hub Rally
After a long spell of mild weather, Old Man Winter has returned with a vengeance. A powerful Arctic storm is…
Permian M&A: Consolidating the Edge to Fortify the Core
Midstream companies in 2025 accelerated efforts to vertically integrate, driving a rotation of capital out of lower-synergy, non-core assets and…