The Bakken is Back
Fallout from the Iran conflict has pushed crude prices higher and renewed focus on oil-weighted basins like the Bakken. East…
Bakken
Western Gateway Advances Amid Soaring West Coast Fuel Prices
Phillips 66 and Kinder Morgan advanced the Western Gateway Pipeline after securing strong shipper commitments, positioning the project to help…
Bridger Blows Through Nameplate on Gains from KMI Pipe Closure
Kinder Morgan’s refurbishing of Double H Pipeline is proving a bonanza for competitor True Companies and its Bridger system in…
Offshore Projects Gain Urgency as VLCC Constraints Tighten
Geopolitical risks are accelerating demand for US crude exports, but future growth hinges on expanding offshore infrastructure to relieve Gulf…
Plan to Move Canadian Crude on DAPL Wins Key Permit
A plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…
Enbridge Project Wins Permit to Move Canadian Crude Through Bakken
A plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…
Soaring Global Demand Pushes US Crude Exports Higher
A wave of very large crude carriers (VLCCs) is heading to the
Bakken Outlook Improves on Higher Oil Prices
We recently revised our Bakken outlook higher in anticipation of a…
Texas Pipelines are Near-Term Tailwind, Long-Term Drag for Kinder Morgan
A blowout in the Waha-to-Houston Ship Channel spread in 1Q and 2Q26 should benefit…
Iran War, Higher Oil Prices Knock Down EDA Gas Forecast
Anadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley Note
We have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…