15Apr2025Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?Anadarko, Bakken, Crude, Denver Julesberg, Eagle Ford, Permian, Powder River, The Daley Note, UintaWTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…READ
6Feb2025Outrigger Deal Moves KMI Closer to Filling Double HBakken, Kinder Morgan, Natural Gas, Natural Gas Liquids, The Daley NoteKinder Morgan could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy.READ
5Feb2025Hess Takes the Over on Bakken GrowthBakken, Natural Gas, Natural Gas Liquids, Oneok, The Daley NoteEast Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM)…READ
23Jan2025$844MM Outrigger Deal Kills Two Birds for KMIBakken, Equity, Kinder Morgan, Natural Gas, Natural Gas LiquidsKinder Morgan will buy Outrigger Energy II’s Bakken G&P assets for $644MM. The acquisition can support two other projects KMI…READ
27Dec2024Best of 2024: Double H Conversion to Double Bakken VolatilityBakken, Crude, Enbridge, Kinder Morgan, Natural Gas Liquids, Oneok, The Daley NoteKinder Morgan plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. The project…READ
10Dec2024More Permian Barrels Find a Home in CushingBakken, Crude, Denver Julesberg, Kinder Morgan, Permian, Plains, The Daley NoteCrude flows are shifting to Cushing hub, creating more demand for northbound service from the Permian.READ
7Nov2024Small WY Town Carries Big Weight in Crude LogisticsBakken, Crude, Enbridge, Kinder Morgan, The Daley NoteThe small town of Guernsey in Wyoming is easily missed on a map. Yet Guernsey has outsized importance in oil…READ
25Sep2024The Case for Bakken EthaneBakken, Natural Gas Liquids, Oneok, The Daley NoteThough unloved now, East Daley believes the Bakken will play a larger role as a supplier of ethane than commodity…READ
20Sep2024New Projects to Open Bakken NGL MarketsBakken, Equity, Kinder Morgan, Natural Gas, Natural Gas Liquids, Oneok, TC Energy, The Daley NoteThe market for Bakken NGLs is set to open from several new pipeline projects.READ
17Sep2024Why ONEOK is Rebuilding the Medford FracAnadarko, Bakken, Natural Gas Liquids, Oneok, Permian, The Daley NoteONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. The move…READ