13Feb2026We Know Matador’s 4Q25 Permian Volumes. Do You?Crude, Equity, Natural Gas, Permian, The Daley NoteGrowth is slowing in the Permian Basin. Plant inlet data and residue samples in Energy Data Studio don’t point to…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
22Jan2026Canadian Barrels Face Most Risk from Venezuela ReboundAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, VenezuelaIs the US intervention in Venezuela bullish or bearish for energy? Oil prices have gyrated wildly since the US seized…READ
15Jan2026Gassier Permian Wells Prompt Investor Consternation, Midstream OpportunitiesCrude, Natural Gas, Permian, The Daley NoteHydrocarbon production from the Permian Basin is growing gassier. Depending on where you sit in the industry, the trend is…READ
14Jan2026Recent WTI Decline Risks Permian Production OutlookBakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, PermianCrude oil prices plumbed new depths in mid-December, capping off a challenging year for producers. WTI prices reached a threshold…READ
13Jan2026Will Industry Say ‘No Más’ to Venezuelan Oil? Canadian Barrels Face Risk from a Potential DealChevron, Crude, ExxonMobil, Permian, The Daley NoteIs the US intervention in Venezuela bullish or bearish for crude oil? Prices have gyrated wildly since the US seized…READ