4Jun2025Which Way is Up? Tallgrass Stirs Speculation Over Pipe Route to REXNatural Gas, Permian, The Daley Note, WilliamsTallgrass Energy has sparked talk over a pipeline to move Permian gas to REX Pipeline. The proposal is mum on…READ
3Jun2025Trump Administration Adds Hurdles to Ethane, Butane Exports to ChinaEnergy Transfer, Enterprise, Natural Gas Liquids, The Daley NoteThe Trump administration has placed new restrictions on ethane and butane exports to China in a move likely to disrupt…READ
3Jun2025Permian or Bust: Lower Oil Prices Narrow NGL Growth StoryAnadarko, Denver Julesberg, Eagle Ford, Natural Gas, Permian, The Daley NoteA $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s…READ
30May2025Haynesville M&A Continues with Clearfork Midstream DealHaynesville, Natural Gas, The Daley NoteM6 ETX Holdings II Midco, a holding company for Momentum Midstream, saw its credit upgraded by ratings agencies after the…READ
29May2025Upstart Challenges ET’s Hold on Northeast LPG ExportsEnergy Transfer, Natural Gas Liquids, Northeast, The Daley NoteA new player on the Delaware River is eyeing Energy Transfer’s stranglehold on the Northeast LPG market.READ
28May2025Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward ProducersEnergy Transfer, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteTallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…READ
23May2025ET Readies Nederland Expansion Amid LPG Market NoiseEnergy Transfer, Natural Gas Liquids, The Daley NoteEnergy Transfer’s Flexport expansion is nearing startup. Ethane service is expected later in May, propane in July, and ethylene by…READ
22May2025Weak Flows Suggest Double H Unwinding is HereBakken, Crude, Energy Transfer, Kinder Morgan, The Daley NoteKinder Morgan is still months out from starting the Double H Pipeline conversion from crude oil to NGL service, yet…READ
21May2025Permian E&Ps Trim Guidance, Signal Slower Growth Phase AheadEnergy Transfer, Enterprise, Natural Gas, Oneok, Permian, The Daley NoteThe Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to pull back…READ
20May2025What’s Matterhorn Worth? At Least $5.5B Based on Devon SaleEnbridge, Equity, MPLX LP, Natural Gas, Permian, The Daley NoteDevon Energy has agreed to sell its 12.5% equity interest in Matterhorn Express for $375MM, placing a marker on the…READ