The Daley Note | Enterprise

China Trade Fight Could Ruin Bullish Propane Outlook

Posted by: Julian Renton

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The US propane market was on pace for a strong year in 2025, before a trade war erupted between Washington and Beijing. East Daley Analytics had been ...

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8 Apr

Permian Growth in ‘25 Fuels Upside for Export Docks

Posted by: Kristy Oleszek

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Supply growth from the Permian Basin will bring more barrels to Gulf Coast terminals this year – and also increase pipeline congestion. In the latest ...

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2 Apr

Harmon Creek Project Lifts Northeast Ethane for Mystery Market

Posted by: Julian Renton

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East Daley Analytics is monitoring several infrastructure expansions in the Northeast that will increase regional ethane production. One of these, ...

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21 Feb

Who’s the Next Ethane Customer? The Case for GAIL

Posted by: Rob Wilson

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US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock to fuel new ethylene crackers. ...

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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

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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