The Daley Note | Energy Transfer (2)

AI Boom Comes to Texas, Sparking Natural Gas Demand Surge

Posted by: Ethan Warrick

Comments: 0

New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to play a leading role. East Daley Analytics ...

Read

4 Feb

Executive Order Could Break Oil Terminal Logjam

Posted by: Kristy Oleszek

Comments: 0

President Trump wasted no time enacting his agenda, declaring a ‘National Energy Emergency’ on his first day in office. An executive order intended ...

Read

30 Jan

Who’s the Next Ethane Customer? INEOS a Likely Target

Posted by: Rob Wilson

Comments: 0

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 ...

Read

22 Jan

LNG Investors Await Warmer Embrace by Trump

Posted by: Jack Weixel

Comments: 0

The LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a moratorium on export licenses. We have ...

Read

22 Jan

Targa’s Daytona Drives Another NGL Record

Posted by: Rob Wilson

Comments: 0

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 ...

Read

14 Jan

EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson

Comments: 0

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 ...

Read

9 Jan

Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson

Comments: 0

The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply hit multiple ...

Read

8 Jan

Cliffhanger in Oil: Which Export Terminals Move Ahead?

Posted by: Kristy Oleszek

Comments: 0

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 ...

Read

1 Jan