The Daley Note | Energy Transfer (2)

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

Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson

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The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply hit multiple ...

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8 Jan

Cliffhanger in Oil: Which Export Terminals Move Ahead?

Posted by: Kristy Oleszek

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Four projects hang in the balance to build deepwater export terminals capable of loading Very Large Crude Carriers (VLCCs) in the Gulf of Mexico. The ...

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1 Jan

Best of 2024: Big Ethane Contracts Scramble the NGL Outlook

Posted by: East Daley Analytics

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Best of 2024: The Daley Note: May 9, 2024. It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench ...

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26 Dec

Best of 2024: M&A in Permian: A Knife Fight for the NGL Barrel

Posted by: East Daley Analytics

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Best of 2024: The Daley Note: June 25, 2024. In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and ...

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25 Dec

Best of 2024: Data Center Demand Could Send Midstream to the Moon

Posted by: East Daley Analytics

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Best of 2024: The Daley Note: May 14, 2024. The industry is abuzz about data centers and their potential to juice future natural gas demand. East ...

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24 Dec

The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

Posted by: East Daley Analytics

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Best of 2024: The Daley Note: October 30, 2024. Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will ...

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20 Dec

The New Swing Supply in Ethane

Posted by: Rob Wilson

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The development of a petrochemicals hub in Appalachia has come at a cost to Enterprise Products’ (EPD) ATEX Pipeline. Ethane supply has taken a hit ...

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