Louisiana Flashes ‘Vacancy’ in Tight NGL Frac Market
While NGL fractionators in southeastern Texas are running all out, ample frac capacity is available across the state line in…
The Daley Note
The Haynesville Shuffle: Japan Inc. Transforms Outlook in Hottest US Gas Patch
Japanese investors and disciplined public operators increasingly define the endgame in the Haynesville: scale, inventory depth, and integrated market access…
Is Enterprise’s Growth Story Fact or Fantasy? Company Outlines Bold Plan to Boost Earnings
Enterprise Products has laid out an ambitious path to expand earning the next two years, backed by its extensive gathering…
Storage Deficits are the New Reality in Gas, Putting a Strain on Prices
For the first time in nearly a year, natural gas traders are contending with substantial storage deficits following disruptions from…
Delaware Takes Center Stage as Producers Expand Search for Permian Crude
More Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador Resources’ (MTDR) real volumes. East Daley believes we have a good bead…
Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL Fight
Energy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley Note
Enterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…
Devon, Coterra Target $1B in Cuts in Latest E&P Mega-Merger
Anadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream Partners
Devon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…
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…
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…