Crude

23Sep2026

US Can Backfill Only So Much of Global Crude Supply Gap

Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB

Middle East supply disruptions have pushed WTI above $100/bbl, increasing pressure on the US to supply more crude and refined…

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17Sep2026

Crude Giant Enbridge Expands Cushing Routes in $2.55B Tallgrass Acquisition

Crude, Denver Julesberg, Enbridge, Natural Gas Liquids, Powder River, The Daley Note

Enbridge, North America’s largest crude pipeline player is extending its footprint through the Rockies. The company has inked an agreement…

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16Sep2026

Enbridge Expands Routes to Cushing With $2.55B Tallgrass Acquisition

Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB

Enbridge is extending its turf through the Rockies to Cushing. The company has inked an agreement to purchase Tallgrass Energy’s…

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9Sep2026

Headroom for Permian Crude is Getting Hard to Find

Crude, Enbridge, Enterprise, ExxonMobil, Kinetik, Permian, Plains All American, The Daley Note

The Permian still has room to grow crude oil takeaway without another greenfield pipeline, but the candidates for a brownfield…

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9Sep2026

Permian Growth Story Broadens Following 2Q26 Earnings

Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB

Permian growth is becoming more broad-based in 2026, with Exxon still leading but Diamondback, Permian Resources, Matador, OXY and ConocoPhillips…

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2Sep2026

The Easy Expansions are Growing Scarce out of Permian

Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB

Permian crude takeaway still has room to grow, but the pool of viable brownfield expansion projects to the Gulf Coast…

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2Sep2026

Worth Its Salt? Enbridge Moves Upstream in $600MM Permian Deal

Crude, Enbridge, Equity, The Daley Note

Enbridge has reached a deal to acquire Salt Creek Midstream’s crude oil gathering business for $600MM. The deal gives ENB…

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27Aug2026

Cactus III Expansion Targets Thorny Corpus Shipping Situation

Crude, Kinetik, Permian, Plains, The Daley Note

Plains All American plans to bring a 75 Mb/d expansion of Cactus III Pipeline online by the end of August,…

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26Aug2026

Western Gateway FID Takes Aim at California’s Tightening Products Market

Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Northeast, Permian, Phillips 66, Plains, Powder River, Uinta, WCSB

California’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final…

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21Aug2026

Western Gateway is a $5B Bet on Tighter California Products Market

Crude, Kinder Morgan, Phillips 66, Refined Products, The Daley Note

California’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final…

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