Neches River on Hyperdrive: Export Surge Underscores Strong Global Ethane Demand
Since commissioning in July 2025, Enterprise Products’ Neches River Terminal has been operating on hyperdrive. The facility has surpassed 100…
The Daley Note
Project Jupiter Reflects New Reality of Permian Development
Sentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…
Williams Takes LNG Plunge in $1.9B Woodside Deal
Williams (WMB) has jumped into the LNG business in a big way. The company reached a strategic partnership with Woodside…
Phillips 66 Doubles Down on Refining in $1.4B Cenovus Deal
Phillips 66 will acquire the remaining 50% stake in WRB Refining from Cenovus Energy for $1.4B, giving it full ownership of…
Permian Oil Near a Peak? Indicators Suggest Delaware Has Room to Run
Industry consensus expects Permian Basin oil supply to flatten and begin rolling over, driven by a significant reduction in active…
The Next Commodity Cycle: Green Light for Gas, Pit Stop for Oil
ArkLaTex, Crude, Dirty Little Secrets, Green River, Haynesville, Natural Gas, Northeast, Piceance, San Juan, The Daley Note
Sentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…
Reading the 3Q25 Tea Leaves: Wind in the Sails for Williams
DTM Midstream, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, The Daley Note, Williams
Kinder Morgan kicked off 3Q25 earnings last Wednesday, posting strong 9% Y-o-Y growth in gas gathering volumes that matched East…
Midstreamers Prepare for Uinta Crude Run
Midstream competition is heating up in the Uinta, one of the few basins where production is set to grow with…
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…
Energy Transfer Taps Into Texas Data Center Boom
Energy Transfer is riding the wave of data center development in Texas. The company on Oct. 9 signed an agreement…