11Aug2026Shell, Phillips 66 Test Market for Explorer Pipeline StakeCrude, Energy Transfer, Equity, MPLX LP, Phillips 66, Refined Products, The Daley NoteShell and Phillips 66 are testing interest in their combined 60.5% stake in Explorer Pipeline at a valuation near $3.5B,…READ
7Aug2026Ship Construction Boom Breaks Constraint on Ethane ExportsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…READ
Shell, Phillips 66 Test Market for Explorer Pipeline StakeAugust 11, 2026Shell and Phillips 66 are testing interest in their combined 60.5% stake in Explorer Pipeline…
Ship Construction Boom Breaks Constraint on Ethane ExportsAugust 7, 2026The global fleet of ethane-capable vessels is set to nearly double by the end of…
Twin Eagle Deal Moves EXE Downstream as a Top Marketer. Is Midstream Next?August 6, 2026Expand Energy has reached a deal to purchase marketing and energy services company Twin Eagle…
31Jul2026Record Propane Stocks Raise Risk of Year-End Price PressureAnadarko, Delaware Basin, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, TargaUS propane and propylene inventories increased 7% W-o-W for the week ending July 17, the largest weekly percentage gain since…READ
17Jul2026The Era of Cheap Ethane is OverAnadarko, Delaware Basin, Natural Gas Liquids, NGL Insider, Permian, Phillips 66The commissioning of the GCX expansion on June 10 marked a structural shift in Permian ethane economics. Waha natural gas…READ
Record Propane Stocks Raise Risk of Year-End Price PressureJuly 31, 2026US propane and propylene inventories increased 7% W-o-W for the week ending July 17, the…
The Era of Cheap Ethane is OverJuly 17, 2026The commissioning of the GCX expansion on June 10 marked a structural shift in Permian…
With Foot in China, Nederland Expansion Extends ET’s Ethane DominanceJuly 10, 2026Energy Transfer (ET) plans a 240 Mb/d ethane expansion at its Nederland terminal in southeastern…
5Aug2026Shell, Phillips 66 Put Explorer Pipe Stake on the BlockAnadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Energy Transfer, Green River, Haynesville, Kinder Morgan, Northeast, Permian, Powder River, Uinta, WCSBShell and Phillips 66 are testing market interest in their combined 60.5% stake in Explorer Pipeline Co. at a valuation…READ
29Jul2026Filled Crude Pipelines Could Cap Permian Gas GrowthAnadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Energy Transfer, Green River, Haynesville, Kinder Morgan, Northeast, Permian, Powder River, Uinta, WCSBNew gas pipeline expansions have bolstered drilling economics for Permian producers, but limited capacity on crude pipes could constrain the…READ
Shell, Phillips 66 Put Explorer Pipe Stake on the BlockAugust 5, 2026Shell and Phillips 66 are testing market interest in their combined 60.5% stake in Explorer…
Filled Crude Pipelines Could Cap Permian Gas GrowthJuly 29, 2026New gas pipeline expansions have bolstered drilling economics for Permian producers, but limited capacity on…
South Bow, Bridger Project Targets Cushing but Could Face Environmental ScrutinyJuly 22, 2026Bridger Pipeline and South Bow reportedly plan to develop a new pipeline to move Canadian…
16Apr2026EDA Lowers Gas Forecast on Iran War, Higher Oil PricesAnadarko, Antero, Haynesville, Henry Hub, LNG, Natural Gas, Permian, The Burner TipEast Daley Analytics has lowered our natural gas price forecast due to the ripple effects of the Iran conflict.READ
9Apr2026Golden Pass Starts LNG Production, Shifting Gas Flows in the HaynesvilleAnadarko, Antero, Haynesville, LNG, Natural Gas, Permian, The Burner TipGolden Pass LNG achieved first LNG production from Train 1 on March 30, with an initial cargo expected to depart…READ
EDA Lowers Gas Forecast on Iran War, Higher Oil PricesApril 16, 2026East Daley Analytics has lowered our natural gas price forecast due to the ripple effects…
Golden Pass Starts LNG Production, Shifting Gas Flows in the HaynesvilleApril 9, 2026Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an…
Coal Plant Conversions Support Gas Demand GrowthApril 2, 2026Despite vocal support from President Trump, the coal industry faces a bleak future as…