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
22May2025Weak Flows Suggest Double H Unwinding is HereBakken, Crude, Energy Transfer, Kinder Morgan, The Daley NoteKinder Morgan is still months out from starting the Double H Pipeline conversion from crude oil to NGL service, yet…READ
21May2025Ready for an SPR Refill? Budget Request Falls Short of RhetoricCrude, Crude Oil EdgeExecutive Summary: Rigs: The total US rig count decreased by 2 during the week of May 4 to 446. Infrastructure: The Trump…READ
14May2025Bakken Shippers Make Early Exit from Double HCrudeExecutive Summary: Rigs: The total US rig count decreased by 11 during the week of April 27 to 548. Infrastructure: Kinder Morgan (KMI)…READ
7May20252025 Permian Outlook: Measured Growth AheadCrude, Crude Oil EdgeExecutive Summary: Rigs: The total US rig count decreased by 14 during the week of April 20 to 558. Infrastructure: The…READ
6May2025Bigfoot in the Permian: ET Levers M&A to Dominate Crude DistributionCrude, Energy Transfer, PermianEnergy Transfer has built one of the most extensive crude oil midstream footprints in the Permian Basin, transporting a significant…READ
1May2025Why This Keystone Spill is DifferentCrude, Equity, South Bow, TC Energy, The Daley NoteThe Keystone Pipeline suffered an oil spill in early April that prove costly for South Bow (SOBO), which no longer…READ
30Apr2025Permian Growth Creates Dock Upside in ‘25Crude, Crude Oil EdgeExecutive Summary: Rigs: The total US rig count decreased by 6 during the week of April 13 to 571. Infrastructure: Supply growth from…READ