27Feb2026Valero Leans Into Venezuelan Crude as Sanctions Ease, Creating Risk for Canadian BarrelsChevron, Crude, Phillips 66, South Bow, The Daley NoteValero Energy is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows reopen.…READ
25Feb2026Valero Leans into Venezuelan Heavy as Sanctions EaseAnadarko, Bakken, Crude, Crude Oil Edge, EOG, ExxonMobil, Kinder Morgan, Permian, VenezuelaValero Energy (VLO) is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows…READ
18Feb2026Devon-Coterra Plan $1B in Capex Cuts, Leaving Array of Midstream Assets VulnerableAnadarko, Bakken, Crude, Crude Oil Edge, EOG, ExxonMobil, Kinder Morgan, Permian, VenezuelaDevon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…READ
18Feb2026Delaware Takes Center Stage as Producers Expand Search for Permian CrudeCrude, Energy Transfer, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteMore Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…READ
13Feb2026We Know Matador’s 4Q25 Permian Volumes. Do You?Crude, Equity, Natural Gas, Permian, The Daley NoteIgnore the red cape – we know Matador Resources’ (MTDR) real volumes. East Daley believes we have a good bead…READ
11Feb2026Devon, Coterra Merge in $58B Deal to Create a Top 10 US ProducerAnadarko, Bakken, Crude, Crude Oil Edge, EOG, ExxonMobil, Kinder Morgan, Permian, VenezuelaDevon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…READ
6Feb2026KMI, Phillips 66 Eye California Demand as Western Gateway AdvancesCrude, Kinder Morgan, Oneok, Phillips 66, The Daley NoteCalifornia’s refined products demand is in the spotlight after Phillips 66 and Kinder Morgan launched a second open season for…READ
4Feb2026Permian Crude Supply Takes a Hit from Winter Storm FernAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Permian, Phillips 66, VenezuelaWinter Storm Fern, one of the strongest Arctic fronts in decades, pushed through the Lower 48 the last week of…READ
28Jan2026KMI, Phillips 66 Eye California Demand as Western Gateway AdvancesAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Permian, Phillips 66, VenezuelaCalifornia’s demand for refined products is in the spotlight after Phillips 66 (PSX) and Kinder Morgan (KMI) launched a second…READ
27Jan2026Arctic Blitz Cuts Energy Supply, Ignites 100%+ Henry Hub RallyAnadarko, ArkLaTex, Crude, Haynesville, Natural Gas, Natural Gas Liquids, Permian, The Daley NoteAfter a long spell of mild weather, Old Man Winter has returned with a vengeance. A powerful Arctic storm is…READ