3Apr2023Energy Transfer Flexes Dry Powder in Lotus Midstream AcquisitionCrude, Energy Transfer, Equity, The Daley NoteEnergy Transfer (ET) plans to acquire Lotus Midstream for $1.45B ($900MM cash), raising the midstream giant’s profile in Permian crude…READ
23Mar2023Trans Mountain Expansion Faces More Delays, Cost HikesCrude, The Daley Note, WCSBHeavy oil producers in Western Canada will have to keep waiting before a pipeline expansion to the Pacific Coast opens…READ
23Mar2023Trans Mountain Expansion Faces More Delays, Cost HikesCrude, The Daley Note, WCSBHeavy oil producers in Western Canada will have to keep waiting before a pipeline expansion to the Pacific Coast opens…READ
9Mar2023Enbridge Eyes Gray Oak Expansion as Corpus Christi Routes FillCrude, The Daley NoteEast Daley will be watching Enbridge expand the Gray Oak Pipeline to Houston. Our Crude Hub Model confirms that routes…READ
9Mar2023Enbridge Eyes Gray Oak Expansion as Corpus Christi Routes FillCrude, The Daley NoteEast Daley will be watching a proposal by Enbridge to expand the Gray Oak Pipeline to Houston. Our Crude Hub…READ
14Feb2023East Daley Knows PlainsCrude, Equity, The Daley NoteEast Daley hit the nail on the head ahead of Plains All American’s 4Q22 earnings, matching reported Adj. EBITDA of…READ
14Feb2023East Daley Knows PlainsCrude, Equity, The Daley NoteEast Daley hit the nail on the head ahead of Plains All American’s 4Q22 earnings, matching reported Adj. EBITDA of…READ
9Feb2023NuStar Guidance: More Conservative than TexasCrude, Equity, The Daley NoteNuStar provided weak 2023 guidance for its Permian crude gathering system, in contrast to East Daley’s more optimistic outlook for…READ
9Feb2023NuStar Guidance: More Conservative than TexasCrude, Equity, The Daley NoteNuStar provided weak 2023 guidance for its Permian crude gathering system, in contrast to East Daley’s more optimistic outlook for…READ
11Jan2023Keystone Outage Could be Holiday Gift for MidstreamersCrude, The Daley NoteAn outage on TC Energy’s Keystone oil pipeline could boost 4Q profits for some companies.READ