You Juan More Gas? This Play Still Has Juice
The San Juan Basin, home to the original tight-gas play, is staging a comeback. Rig counts are at the highest…
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The Daley Note
Daily insights that lead.
LNG Momentum Continues as Cheniere Makes FID on Corpus Christi Midscale Project
Cheniere Energy (LNG) made a final investment decision (FID) on Corpus Christi Midscale Trains 8 and 9, as well as…
You Juan More Gas? This Play Still Has Juice
The San Juan Basin, home to the original tight-gas play, is staging a comeback. Rig…
LNG Momentum Continues as Cheniere Makes FID on Corpus Christi Midscale Project
Cheniere Energy (LNG) made a final investment decision (FID) on Corpus Christi Midscale Trains 8…
Crowded REX: Permian Pipe Could Displace Other Gas
Tallgrass Energy’s plan to construct a gas pipeline from the Permian Basin to Rockies Express…
The NGL Insider
Market shifts before they hit the headlines.
From the Dragon to the Elephant: India Soaks Up Ethane Cargoes Amid Trade War
The Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the ethane…
Market Has Options to Absorb Unwanted Ethane
Executive Summary: Infrastructure: Keyera becomes an NGL powerhouse after acquiring Plains All American’s (PAA) Canadian assets. Exports: LPG exports surged…
From the Dragon to the Elephant: India Soaks Up Ethane Cargoes Amid Trade War
The Trump administration has formally eased restrictions on ethane exports to China, closing out a…
Market Has Options to Absorb Unwanted Ethane
Executive Summary: Infrastructure: Keyera becomes an NGL powerhouse after acquiring Plains All American’s (PAA) Canadian…
Plains Deal Transforms Keyera into NGL Powerhouse
Executive Summary: Infrastructure: Keyera becomes an NGL powerhouse after acquiring Plains All American’s (PAA) Canadian…
Crude Oil Edge
Weekly intelligence on flow, price, and constraints.
Crude Whipsaws in 2Q25. Time to Revisit Capital Budgets?
Infrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week of June 1 to 523.…
Crude Imports Shift Between Enbridge Pipes
Infrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week of June 1 to 523.…
Crude Whipsaws in 2Q25. Time to Revisit Capital Budgets?
Infrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week…
Crude Imports Shift Between Enbridge Pipes
Infrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week…
Trans Mountain Considers More Expansions to Ramp Canada’s Exports
Executive Summary: Rigs: The total US rig count decreased by 12 during the week of May…
The Burner Tip
Weekly updates on market shifts, pricing trends, and infrastructure.
Crude Volatility, Capex Cuts Lower Permian Gas Outlook
Infrastructure: Permian gas is entering a more tempered growth phase as producers respond to lower oil prices and shifting economic…
LNG Canada Readies for Mid-’25 Start
Market volatility is prompting some companies to re-evaluate investments in data centers, which could have a knock-on effect for gas…
Crude Volatility, Capex Cuts Lower Permian Gas Outlook
Infrastructure: Permian gas is entering a more tempered growth phase as producers respond to lower…
LNG Canada Readies for Mid-’25 Start
Market volatility is prompting some companies to re-evaluate investments in data centers, which could have…
Plaquemines Ramp Drives Southeast Volatility
Market volatility is prompting some companies to re-evaluate investments in data centers, which could have…
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