The Daley Note

9Oct2025

Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL Overbuild

Energy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note

Targa Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…

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8Oct2025

Neches River Ramp Pushes Ethane Exports to Record in September

Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley Note

US ethane exports likely hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches…

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7Oct2025

NG3 Pipeline Start Heralds Haynesville Momentum

ArkLaTex, DTM Midstream, Haynesville, Natural Gas, The Daley Note, Williams

Momentum Midstream’s New Generation Gas Gathering (NG3) pipeline officially started service on Oct. 1, flowing over 0.5 Bcf/d on the…

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3Oct2025

Plains on the Prowl: Hunt for Crude Assets Could Land on Eagle Ford JV

Crude, Eagle Ford, Enterprise, Equity, Plains, The Daley Note

Plains All American is on the hunt for oil assets as it transforms into a crude oil midstream pure play.…

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2Oct2025

Ethane Recovery Jumps in Bakken, Lifting ONEOK Pipeline

Bakken, Ethane, Natural Gas Liquids, Oneok, The Daley Note

Bakken producers boosted ethane recovery in 2Q25, lifting results for ONEOK’s (OKE) Elk Creek NGL pipeline.

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1Oct2025

Port Arthur FID Caps Bullish Summer for LNG Projects, Gas Demand

ArkLaTex, Haynesville, Natural Gas, Sempra Energy, The Daley Note, Venture Global, Williams

It’s been a strong summer for LNG project financing, with over 7.5 Bcf/d of projects reaching FID since the end…

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30Sep2025

Crude Bottlenecks Threaten Permian Gas Ambitions

Crude, Energy Transfer, Enterprise, Natural Gas, Plains, The Daley Note

The industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…

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26Sep2025

Chord-XTO Deal Extends Runway for Bakken Growth

Bakken, Crude, ExxonMobil, The Daley Note

Chord Energy is strengthening its Williston Basin position with a $550MM asset acquisition from ExxonMobil subsidiary XTO Energy. The deal…

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25Sep2025

Junk or Jewels? Plains Plans NGL Asset Sale on Path to Crude Pure Play

Crude, Denver Julesberg, Equity, Keyera, Natural Gas Liquids, Phillips 66, Plains, The Daley Note

Plains All American aims to become a crude oil midstream pure play, but a motley assortment of NGL assets stand…

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24Sep2025

Data Center Boom Spawns Backlash, Risking Some Upside for Gas

Data Centers, Natural Gas, The Daley Note, Williams

The surge in US data center development has boomeranged on the industry in the form of a consumer backlash, driven…

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23Sep2025

Delaware Sour Gas Trend Points to Winners, Targets in Midstream

Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note

Sour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…

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19Sep2025

A New Bakken Pipeline? North Dakota Agency Backs WBI Project

Bakken, Natural Gas, The Daley Note

A North Dakota government agency has thrown its support behind a pipeline expansion planned by WBI Energy, raising the odds…

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The Daley Note

Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL Overbuild

Neches River Ramp Pushes Ethane Exports to Record in September

NG3 Pipeline Start Heralds Haynesville Momentum

Plains on the Prowl: Hunt for Crude Assets Could Land on Eagle Ford JV

Ethane Recovery Jumps in Bakken, Lifting ONEOK Pipeline

Port Arthur FID Caps Bullish Summer for LNG Projects, Gas Demand

Crude Bottlenecks Threaten Permian Gas Ambitions

Chord-XTO Deal Extends Runway for Bakken Growth

Junk or Jewels? Plains Plans NGL Asset Sale on Path to Crude Pure Play

Data Center Boom Spawns Backlash, Risking Some Upside for Gas

Delaware Sour Gas Trend Points to Winners, Targets in Midstream

A New Bakken Pipeline? North Dakota Agency Backs WBI Project

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