The New Flex in NGL Markets
Enterprise Products has started service at the Neches River Terminal near Beaumont, TX. The asset brings a new dimension of…
The Daley Note
Venture Global Takes FID on First Phase of CP2 LNG Project
Venture Global made a final investment decision for $15.1B on CP2 LNG Phase 1 and the associated CP Express Pipeline,…
MPLX Buys Northwind for $2.375B, Acquires More NGLs for JV Project
MPLX will acquire Northwind Midstream Partners in the Permian Basin for $2.375B in cash, the latest move in the industry…
Fast-Tracked Rail Expansion Could Lift Uinta Crude
Uinta Basin oil producers could see much-needed takeaway added soon after the Bureau of Land Management approved a rail terminal…
Permian Gas at Crossroads: Market Headwinds Today, LNG Tailwinds Tomorrow?
Crude, Energy Transfer, Kinder Morgan, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…
Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth Target
East Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…
LEG Starts Flowing Gas, Marking Next Haynesville Growth Phase
Williams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…
A New World Order for Ethane
Ethane exports have resumed to China, but that doesn’t mean the NGL industry will return to business as usual. In…
Illinois Connector Positions ETCOP, Gulf Coast for Growth
The Energy Transfer Crude Oil Pipeline (ETCOP) is poised for increased volumes as Enbridge (ENB) and Energy Transfer (ET) close…
Emerging Midland Asset Could Attract Suitors
Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Industry consolidation has winnowed down the number of independently owned assets in the Permian Basin. One we’re monitoring is Brazos…