22Jan2025Plains Expands Gathering Footprint in Permian, Eagle FordCrude, Crude Oil EdgeExecutive Summary- Rigs: The total rig count decreased by 5 for the January 5 week, down to 521 from 526.…READ
16Jan2025Canada Conquers BackCrude, Enbridge, Equity, Permian, The Daley NotePresident-elect Trump recently suggested Canada could be taken over. Yet ENB is the market alpha in crude oil midstream and…READ
15Jan2025TMX Expansion Lifts WCS Prices, with CaveatsCrude, Crude Oil EdgeExecutive Summary: Rigs: The total rig count decreased by 9 for the December 29 week, down to 522 from 531. Infrastructure: The Trans…READ
8Jan2025Permian Growth Creates Most Upside for Houston MarketCrude, Crude Oil EdgeExecutive Summary: Rigs: The total rig count decreased by 6 for the December 22 week, down to 530 from 535. Infrastructure: As…READ
8Jan2025Cliffhanger in Oil: Which Export Terminals Move Ahead?Crude, Energy Transfer, Enterprise, The Daley NoteFour projects hang in the balance to build deepwater export terminals in the Gulf of Mexico. The uncertainty has put…READ
3Jan2025Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth OutlookCrude, Enbridge, Kinder Morgan, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, WilliamsFlows have ramped quickly for the Matterhorn pipeline, fueling optimism for Permian supply growth in 4Q24.READ
27Dec2024Best of 2024: Double H Conversion to Double Bakken VolatilityBakken, Crude, Enbridge, Kinder Morgan, Natural Gas Liquids, Oneok, The Daley NoteKinder Morgan plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. The project…READ
24Dec2024The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy TransferCrude, Energy Transfer, Equity, NuStar, PermianSunoco’s $7.3B NuStar buy could drive earnings and future synergies with Energy Transfer, adding growth options and refining Sunoco’s crude…READ
18Dec2024Fate of Offshore Terminals to be DeterminedCrude, Crude Oil EdgeExecutive Summary: Rigs – The total rig count increased by 3 for the December 1 week, up to 572 from…READ
11Dec2024Enbridge Expansions Set to Make WavesCrude, Crude Oil EdgeExecutive Summary: Rigs: The total rig count increased by 6 for the November 24 week, up to 570 from 564. Infrastructure: The midstream…READ