26Aug2025We’re Not Buying EIA’s ‘Chicken Little’ Oil ForecastChevron, Crude, ExxonMobil, Permian, The Daley NoteThe EIA has turned heads with a bearish call on crude oil. The agency predicts prices will fall to around…READ
22Aug2025Plaquemines Demand Passes 3 Bcf/d as Phase 2 Expansion RampsArkLaTex, Cheniere Energy, Haynesville, Natural Gas, The Daley Note, Venture GlobalPlaquemines LNG feedgas deliveries averaged over 3 Bcf/d last week, peaking at 3.3 Bcf/d on Aug.10-11 as Venture Global continues…READ
21Aug2025Propane Exports Fall Victim to Trade WarNatural Gas Liquids, Propane, The Daley NoteUS propane exports have seen relatively steady growth, and East Daley Analytics forecasts growth to temper but continue trending higher.…READ
20Aug2025The Summer is Dead, Long Live the SummerNatural Gas, The Daley NoteNatural gas prices have fallen below $3/MMBtu as hopes fade for a summer rally. Traders are grappling with the reality…READ
19Aug2025Matterhorn Fully Subscribed After Producers Add ContractsEOG, FANG, Natural Gas, Permian, The Daley Note, WhiteWater MidstreamThe Matterhorn pipeline is fully subscribed after several producers in the Permian Basin added contracts in 1Q25, according to new…READ
15Aug2025ONEOK, Plains Take Control of BridgeTex Ahead of UpturnCrude, Enterprise, Equity, Oneok, Permian, Plains, The Daley NoteONEOK and Plains All American have taken over BridgeTex Pipeline, buying out the interest of the Ontario Municipal Employees Retirement…READ
14Aug2025Falling Spot Rates Confirm Slack in NGL MarketsEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley NoteIn its 2Q25 earnings, Enterprise Products confirmed a key point East Daley Analytics has flagged for clients: NGL export markets…READ
13Aug2025ET Makes FID on Gas Pipeline to Meet Southwest GrowthEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteEnergy Transfer reached a final investment decision on an expansion of its Transwestern Pipeline to serve growing natural gas demand…READ
12Aug2025Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, LosersCrude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley NoteDrilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…READ
8Aug2025Laggard Pipe Readies for Growth as Permian Egress TightensCrude, Oneok, Permian, Plains, The Daley NoteBridgeTex Pipeline, the last crude oil pipeline to fill from the Permian Basin to Houston, has revised its tariff to…READ