Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth Target
East Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…
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The Daley Note
Daily insights that lead.
LEG Starts Flowing Gas, Marking Next Haynesville Growth Phase
Williams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…
Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth Target
East Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our…
LEG Starts Flowing Gas, Marking Next Haynesville Growth Phase
Williams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering…
A New World Order for Ethane
Ethane exports have resumed to China, but that doesn’t mean the NGL industry will return…
The NGL Insider
Market shifts before they hit the headlines.
Ethane Projects Face Challenges in Fragmented Global Market
US ethane has quietly powered the next generation of plants feeding the global plastics boom — cheap, abundant and unchallenged.…
A New World Order For Ethane
Ethane exports have resumed to China, but that doesn’t mean the industry will return to business as usual. For years,…
Ethane Projects Face Challenges in Fragmented Global Market
US ethane has quietly powered the next generation of plants feeding the global plastics boom…
A New World Order For Ethane
Ethane exports have resumed to China, but that doesn’t mean the industry will return to…
From the Dragon to the Elephant: India Soaks Up Ethane Cargoes Amid Trade War
The Trump administration has formally eased restrictions on ethane exports to China, closing out a…
Crude Oil Edge
Weekly intelligence on flow, price, and constraints.
BridgeTex Prepares for Growth as Permian Oil Egress Tightens
BridgeTex Pipeline, the last crude oil pipeline to fill from the Permian Basin to Houston, has revised its tariff to…
Rail Expansion Could Lift Uinta Crude
Executive Summary: Rigs: The total US rig count increased to 525 during the week of July 6. Infrastructure: The Bureau of…
BridgeTex Prepares for Growth as Permian Oil Egress Tightens
BridgeTex Pipeline, the last crude oil pipeline to fill from the Permian Basin to Houston,…
Rail Expansion Could Lift Uinta Crude
Executive Summary: Rigs: The total US rig count increased to 525 during the week of July…
ETCOP Positioned for Growth with Connector Project
Executive Summary: Infrastructure: ETCOP has launched an open season for a project to bring more…
The Burner Tip
Weekly updates on market shifts, pricing trends, and infrastructure.
EQT Inks Supply Deal to Fuel Giant Data Center
Leading Northeast producer EQT reached a deal to supply gas to a converted coal plant in western Pennsylvania in support…
Company Plans Project to Convert Permian Line to Interstate Service
Producers Midstream II held a binding open season from June 30-July 14 for its Palo Duro Pipeline project to move…
EQT Inks Supply Deal to Fuel Giant Data Center
Leading Northeast producer EQT reached a deal to supply gas to a converted coal plant…
Company Plans Project to Convert Permian Line to Interstate Service
Producers Midstream II held a binding open season from June 30-July 14 for its Palo…
Crude Volatility, Capex Cuts Lower Permian Gas Outlook
Infrastructure: Permian gas is entering a more tempered growth phase as producers respond to lower…
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