16Jul2025ETCOP Positioned for Growth with Connector ProjectAnadarko, Crude, Crude Oil Edge, Denver Julesberg, Permian, UintaExecutive Summary: Infrastructure: ETCOP has launched an open season for a project to bring more Canadian crude oil to the…READ
10Jul2025Crude Whipsaws in 2Q25. Time to Revisit Capital Budgets?Crude, Crude Oil EdgeInfrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week of June 1 to 523.…READ
8Jul2025Trade War, Iran Conflict Whipsaw Crude. Time to Revisit Capex Budgets?Crude, Permian, The Daley Note2Q25 was a wild ride for crude oil, driven by geopolitical conflicts. Oil prices fell early in the quarter on…READ
24Jun2025PAA Sells NGL Assets for $3.75B. Who’s Next for the All American Team?Crude, Equity, Keyera, Natural Gas Liquids, Permian, Plains, The Daley Note, WCSBPlains All American will inject ~$3.0B of proceeds into its war chest following the announced sale of its Canadian NGL…READ
18Jun2025Crude Imports Shift Between Enbridge PipesCrude, Crude Oil EdgeInfrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week of June 1 to 523.…READ
12Jun2025SCOTUS Puts Uinta Rail Project Back in PlayCrude, UintaThe Supreme Court ruled in favor of the Seven County Infrastructure coalition, putting a Uinta Basin railway project back on…READ
11Jun2025Trans Mountain Considers More Expansions to Ramp Canada’s ExportsCrude, Crude Oil EdgeExecutive Summary: Rigs: The total US rig count decreased by 12 during the week of May 11 to 531. Infrastructure: The…READ
10Jun2025EOG Puts Northeast in Spotlight with $5.6B Encino DealCrude, EOG, Natural Gas, Natural Gas Liquids, Northeast, The Daley Note, WilliamsEOG Resources will acquire Encino Acquisition Partners for $5.6B, adding momentum to a recent surge in transactions in the Northeast.READ
4Jun2025A Day Late and a Dollar Short? Supreme Court Gives Life to Uinta Rail ProjectCrude, Crude Oil EdgeExecutive Summary: Rigs: The total US rig count decreased by 12 during the week of May 11 to 531. Infrastructure: The…READ
28May20252025 Permian Outlook: Measured Growth AheadCrude, Crude Oil EdgeExecutive Summary: Rigs: The total US rig count decreased by 12 during the week of May 11 to 531. Infrastructure: The…READ