Wellhead Meets World

Crude

29Apr2026

Enbridge Project Wins Permit to Move Canadian Crude Through Bakken

Anadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Energy Transfer, Permian, WCSB

A plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…

24Apr2026

US Crude Exports Crank Into High Gear, Pushing Docks to the Limit

Crude, Enbridge, The Daley Note

A wave of very large crude carriers is heading to the US Gulf Coast, signaling that the global market is…

22Apr2026

Soaring Global Demand Pushes US Crude Exports Higher

Anadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, South Bow

A wave of very large crude carriers (VLCCs) is heading to the

17Apr2026

Trans Mountain Seeks More Shipper Support as Western Canada Egress Tightens

Crude, The Daley Note, WCSB

Trans Mountain has launched a binding open season seeking more firm transportation contracts ahead of a phased expansion of the…

15Apr2026

Why Gulf Coast Crude Spreads are Blowing Out

Crude, The Daley Note

Market volatility from the Iran war is causing crude oil price differentials to significantly widen. The WTI-Brent spread has expanded…

15Apr2026

Bakken Outlook Improves on Higher Oil Prices

Anadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, South Bow

We recently revised our Bakken outlook higher in anticipation of a…

14Apr2026

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…

9Apr2026

KMI Poaches Bakken NGLs From ONEOK Contract Roll-Off

Bakken, Crude, Kinder Morgan, Natural Gas Liquids, Oneok, The Daley Note

ONEOK will lose ~18 Mb/d of NGLs in the Bakken to Kinder Morgan when a shipping contract rolls off later…

8Apr2026

Why Gulf Coast Crude Spreads are Blowing Out

Anadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, South Bow

The WTI-Brent spread has expanded from an average of…

7Apr2026

How the Iran War is Bearish for US Gas

Bakken, Crude, Eagle Ford, Natural Gas, Permian, Powder River, The Daley Note

The Iran conflict has injected a sustained risk premium into global crude markets, pushing up not only near-term prices but…

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