The Daley Note | Energy Transfer

Pipelines Advance Supply Deals for Texas Data Centers

Posted by: Ethan Warrick

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Pipeline operators have advanced several deals recently to supply natural gas to data centers planned in Texas. The commercial momentum is good news ...

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25 Feb

Sky’s the Limit: ET, SOBO Partner on Big Sky to Meet Canadian Growth

Posted by: Gage Dwan

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Energy Transfer (ET) and South Bow (SOBO) have launched an open season for commitments to a joint tariff for a new project called the Big Sky ...

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14 Feb

Northeast Producers Join the NGL Party

Posted by: Rob Wilson

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Ethane supply hit another record in Nov '24, now the fifth monthly record high in 2024 per EIA data. The Permian Basin has been the primary driver of ...

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11 Feb

AI Boom Comes to Texas, Sparking Natural Gas Demand Surge

Posted by: Ethan Warrick

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New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to play a leading role. East Daley Analytics ...

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4 Feb

Executive Order Could Break Oil Terminal Logjam

Posted by: Kristy Oleszek

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President Trump wasted no time enacting his agenda, declaring a ‘National Energy Emergency’ on his first day in office. An executive order intended ...

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30 Jan

Who’s the Next Ethane Customer? INEOS a Likely Target

Posted by: Rob Wilson

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The US is producing a record supply of ethane, hitting a new high in October ’24 for the fourth time on the year. Global petrochemicals are preparing ...

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22 Jan

LNG Investors Await Warmer Embrace by Trump

Posted by: Jack Weixel

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The LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a moratorium on export licenses. We have ...

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22 Jan

Targa’s Daytona Drives Another NGL Record

Posted by: Rob Wilson

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NGL production hit yet another record in Oct ’24 thanks to the early start of Targa Resources’ (TRGP) Daytona NGL Pipeline. New data confirms the ...

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14 Jan

EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson

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Phillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX into an elite group of major integrated NGL players ...

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9 Jan