The Daley Note | Enterprise

Wanted: A Home for Suddenly Stranded Ethane

Posted by: Julian Renton

Comments: 0

As the Trump administration clamps down on ethane exports to China, industry is scrambling to find a home for displaced volumes.

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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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21 May

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

Posted by: Maria Paz Urdaneta

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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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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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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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8 Apr

Permian Growth in ‘25 Fuels Upside for Export Docks

Posted by: Kristy Oleszek

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Supply growth from the Permian Basin will bring more barrels to Gulf Coast terminals this year – and also increase pipeline congestion. In the latest ...

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2 Apr

Harmon Creek Project Lifts Northeast Ethane for Mystery Market

Posted by: Julian Renton

Comments: 0

East Daley Analytics is monitoring several infrastructure expansions in the Northeast that will increase regional ethane production. One of these, ...

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21 Feb

Who’s the Next Ethane Customer? The Case for GAIL

Posted by: Rob Wilson

Comments: 0

US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock to fuel new ethylene crackers. ...

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