The Daley Note | Energy Transfer

Japan Takes a Shine to Shale as Mitsubishi Targets Aethon

Posted by: Oren Pilant

Comments: 0

Mitsubishi is in talks to acquire Aethon Energy Management, the largest private natural gas producer in the Haynesville, for roughly $8B, according ...

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11 Jun

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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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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28 May

Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers

Posted by: Zach Krause

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Tallgrass Energy said it has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline (REX) to Permian ...

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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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22 May

Weak Flows Suggest Double H Unwinding is Here

Posted by: Gage Dwan

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Kinder Morgan (KMI) is still months out from starting the conversion of Double H Pipeline from crude oil to NGL service, yet new data suggests some ...

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21 May

Permian E&Ps Trim Guidance, Signal Slower Growth Phase Ahead

Posted by: Maria Paz Urdaneta

Comments: 0

After years of steady gains, the Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to ...

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14 May

Woodside’s Bold LNG Bet Adds to Demand Wave

Posted by: Oren Pilant

Comments: 0

Woodside Energy (WDS) has broken the mold and will move forward with the Louisiana LNG project without a diversified customer base. WDS on April 28 ...

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