22Aug2024Energy Transfer, True Co. Fight for Next Bakken BarrelBakken, Crude, Enbridge, Energy Transfer, Plains, The Daley NoteEast Daley expects the competition to move crude oil production growth from the Bakken will come down to two pipelines.READ
15Aug2024Capline Rolls With New Crude Market RealityBakken, Crude, MPLX LP, The Daley NoteFaced with a loss of Canadian barrels, Capline Pipeline could become a supplier of light sweet Bakken crude to the…READ
6Aug2024Bakken NGL Battle Creates Downside for ONEOKBakken, Kinder Morgan, Natural Gas, Natural Gas Liquids, Oneok, The Daley NoteThe battle for Bakken NGLs could prove costly for ONEOK. Kinder Morgan (KMI) is taking on the basin leader with…READ
31Jul2024Another NGL Knife Fight (Bakken Edition)Bakken, Kinder Morgan, Natural Gas Liquids, Oneok, The Daley NoteKinder Morgan’s conversion of Double H Pipeline from crude service to an NGLs pipe is poised to disrupt the Bakken…READ
23Jul2024Double 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
6Jun2024After Marathon Deal, Conoco has Bakken in CrosshairsBakken, Crude, Kinder Morgan, MPLX LP, Natural Gas, Oneok, The Daley NoteConocoPhillips will acquire Marathon Oil for $17.1B. COP is evaluating cuts to the Bakken drilling program, creating downside for several…READ
17May2024Gas Constraints Could Limit Bakken Oil GrowthBakken, Crude, Natural Gas, Oneok, The Daley NoteGas pipelines out of the Williston Basin are filling up, to the point where growth in crude oil production could…READ
4Apr2024Bakken Takeaway is Tighter Than You ThinkBakken, Crude, EnbridgeCrude oil pipeline takeaway out of the Williston Basin is much tighter than appearances. As production grows, effective egress capacity…READ
1Feb2024Grasslands Pipe Gives Bakken Shippers New OutletBakken, Kinder Morgan, Natural Gas, OneokA new joint pipeline project is helping move natural gas south out of the Williston Basin to markets in the…READ
25Oct2023Bakken Assets Look Strong for ONEOKBakken, Equity, Natural Gas, Natural Gas Liquids, OneokAs investors gear up for ONEOK’s (OKE) earnings, East Daley expects strong results from the company’s Bakken assets.READ