22Oct2026Boardwalk Rolls Out a Slimmed-Down Borealis ProjectBoardwalk Pipelines, Natural Gas, Northeast, The Daley NoteBoardwalk Pipelines has modified its proposed Borealis gas project, reining in the project scope in an effort to attract more…READ
21Oct2026America Second: Pacific Link Could Reshape Canadian Market AccessCrude, Enbridge, Pembina, The Daley Note, WCSBCanada’s federal government has designated Pacific Link as a project of national interest, moving the proposed crude pipeline into an…READ
20Oct2026TETCO, ARM Projects Take Aim at Gillis BottleneckEnbridge, Natural Gas, Permian, Sempra Energy, The Daley NoteEnbridge is working with ARM Energy Holdings on pipeline expansions to move gas supply from Katy to the Gillis hub…READ
16Oct2026VLEC Fleet Growth Sets Up Next Leg of US Ethane WaveEthane, Natural Gas Liquids, The Daley NoteThe global ethane shipping fleet is entering its largest expansion cycle to date, removing a key physical constraints on future…READ
15Oct2026ET Needs Other Levers to Make $2.625B Vaquero Deal WorkEnergy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream PartnersEnergy Transfer agreed to acquire Vaquero Midstream for $2.625B, a premium price that implies fees above any Delaware Basin G&P…READ
14Oct2026Asia’s Thirst for US Shale Moves to the Marcellus. Can Pipes Keep Up?Cheniere Energy, Enbridge, Expand Energy, Kinder Morgan, LNG, Natural Gas, Northeast, The Daley NoteSouth Korea’s POSCO International has agreed to purchase Chord Energy’s Marcellus gas assets for $550MM, the latest entry by an…READ
13Oct2026The Permian is Running Out of Road — and the Market isn’t Pricing ItCrude, Enbridge, Permian, The Daley NoteThe crude oil highway from the Permian to the US Gulf Coast is getting crowded, but you would hardly know…READ
9Oct2026Up to Snow Good: Looser Winter Market Creates Risk for Gas BullsArkLaTex, Haynesville, Natural Gas, Northeast, Permian, The Daley NoteEast Daley Analytics expects a looser natural gas market balance to prevail in the coming 2026-27 heating season, creating some…READ
8Oct2026Big Gator: Venture Global Lifts Plaquemines Pipe Capacity Ahead of ExpansionLNG, Natural Gas, The Daley Note, Venture GlobalVenture Global has lifted the operational capacity of the Gator Express pipeline system by over 600 MMcf/d ahead of a…READ
7Oct2026Uinta Activity Builds Ahead of Price River ExpansionCrude, Energy Transfer, The Daley Note, UintaProducers in the Uinta Basin are increasing activity ahead of another step-up in the basin’s crude takeaway capacity.READ
6Oct2026Double E Expansion Spotlights the Missing Permian LinkNatural Gas, Permian, Summit, The Daley NoteSummit Midstream is moving forward with a 900 MMcf/d compression expansion of the Double E Pipeline in the Permian Basin.…READ
2Oct2026Coal Plant Retirement Puts Midwest Gas Demand in FocusNatural Gas, The Daley NoteA federal appeals court on Sept. 11 vacated a Department of Energy order keeping Consumers Energy’s J.H. Campbell coal plant…READ