9Jul2026Enterprise Quickly Maxes Out Neches River Ethane ExportsEnterprise, Ethane, Natural Gas Liquids, The Daley NoteLess than a month after startup, Enterprise Products is already testing the limits of the expanded Neches River export terminal…READ
8Jul2026Canada Steps Into Breach to Become a Global LNG PlayerEnbridge, Natural Gas, Pembina, The Daley Note, WCSBThe Permian gas pipeline bottleneck is forcing some producers to curtail or shut-in wells to limit their exposure to negative…READ
7Jul2026Permian Producers Shutter Wells to Manage Negative Waha PricesCrude, Energy Transfer, Kinder Morgan, Kinetik, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream PartnersThe Permian gas pipeline bottleneck is forcing some producers to curtail or shut-in wells to limit their exposure to negative…READ
2Jul2026Top Stories Mid-2026: Back a Frac: Supply Growth Creates Next NGL BottleneckEnergy Transfer, Enterprise, Natural Gas Liquids, Oneok, Phillips 66, Targa, The Daley NoteSurging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation. East…READ
1Jul2026Top Stories Mid-2026: How the Iran War is Bearish for US GasBakken, Crude, Eagle Ford, Natural Gas, Permian, Powder River, The Daley NoteThe Iran conflict has injected a risk premium into global crude markets, pushing up not only near-term prices but also…READ
30Jun2026Top Stories Mid-2026: A Hidden Constraint Limits Permian Gas GrowthDelaware Basin, Energy Transfer, Natural Gas, Permian, Summit, The Daley NoteGas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…READ
26Jun2026Depleted Cushing Storage is Flashing Red in Crude MarketsCrude, Permian, The Daley NoteStrong demand for US crude oil has drawn down inventories at the Cushing hub to a 12-year low, draining storage…READ
25Jun2026Winter is the Achilles’ Heel of California’s Renewables TransitionNatural Gas, The Daley NoteCalifornia’s power markets are moving away from natural gas as growing solar and battery deployment reshape the state’s dispatch stack.…READ
24Jun2026Costa Azul Produces First LNG, Adding to Southwest Demand GrowthLNG, Natural Gas, Permian, San Juan, TC Energy, The Daley NoteOn June 4, Sempra Energy announced that Phase 1 of ECA LNG (Energia Costa Azul) achieved first LNG production. The…READ
23Jun2026New Fracs on the Down-Low: Stealth Sweeny Project Lifts Gulf Coast Fractionation CapacityNatural Gas Liquids, Phillips 66, The Daley NotePhillips 66 has quietly expanded the fractionators at its Sweeny complex on the Texas Gulf Coast, contributing much-needed new capacity…READ
18Jun2026Delfin Reaches FID on First US Floating LNG, Joining a Crowded Louisiana MarketCheniere Energy, LNG, Natural Gas, The Daley Note, Venture GlobalDelfin Midstream took a final investment decision June 3 on the first vessel of its Delfin LNG project, the first…READ
17Jun2026Private E&Ps are First Out of Gate to Lift Permian DrillingCrude, EOG, ExxonMobil, Permian, The Daley NoteEast Daley expects private operators to drive most of the gains in US crude oil production in response to higher…READ