The Daley Note | Natural Gas Liquids

EPD Refused License to Export Ethane. What is the Risk to Midstream?

Posted by: Julian Renton

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Restrictions on US ethane exports to China have come to a head for the energy sector. The Department of Commerce’s Bureau of Industry and Security ...

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10 Jun

EOG Puts Northeast in Spotlight with $5.6B Encino Deal

Posted by: Zach Krause

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On May 30, EOG Resources (EOG) announced a $5.6B deal to acquire Encino Acquisition Partners, adding momentum to a recent surge in transactions in ...

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6 Jun

Kinetik Rides Post-Earnings Momentum

Posted by: Rob Wilson

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Shares of Kinetik Holdings (KNTK) have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary. East Daley is focused on ...

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3 Jun

Trump Administration Adds Hurdles to Ethane, Butane Exports to China

Posted by: Julian Renton

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The Trump administration has placed new restrictions on ethane and butane exports to China in a move likely to disrupt trade in NGL markets.

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29 May

Upstart Challenges ET’s Hold on Northeast LPG Exports

Posted by: Julian Renton

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A new player on the Delaware River is eyeing Energy Transfer’s (ET) stranglehold on the Northeast LPG market. The Repauno Port & Rail Terminal, ...

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23 May

ET Readies Nederland Expansion Amid LPG Market Noise

Posted by: Julian Renton

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Energy Transfer’s (ET) 250 Mb/d Flexport expansion at its Nederland terminal is nearing startup. Ethane service is expected to start later this ...

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13 May

What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil

Posted by: Maria Paz Urdaneta

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Despite a $10/bbl correction in oil prices, the rush is still on to build natural gas processing in the Permian Basin. Developers have used 1Q25 ...

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2 May

Change to Refining Rules to Lift Butane Supply

Posted by: Alex Albazzaz

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A new pro-ethanol change to gasoline refining standards is set to increase butane supply at refiners serving the Midwest.

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24 Apr

China Trade Fight Could Ruin Bullish Propane Outlook

Posted by: Julian Renton

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The US propane market was on pace for a strong year in 2025, before a trade war erupted between Washington and Beijing. East Daley Analytics had been ...

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4 Apr