22Oct2024Fast 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
17Oct2024New Name South Bow Fills Investor NicheCrude, Equity, South Bow, TC Energy, The Daley NoteSouth Bow Corp. (SOBO) became an independent pipeline company October 1 following its spinoff from TC Energy (TRP). Investors interested…READ
16Oct2024Producers Pull Back on DJ DrillingCrude, Crude Oil EdgeExecutive Summary: Rigs: The total rig count decreased by 7 for the September 29 week, down to 565 from 572.…READ
11Oct2024Out of the LOOP: Port is Fenced Out of Crude Export GrowthCrude, Energy Transfer, Enterprise, MPLX LP, The Daley NoteThe Louisiana Offshore Oil Port (LOOP) has missed out on rapid crude oil export growth due to its remote location…READ
9Oct2024South Bow Debuts for Pipeline InvestorsCrudeExecutive Summary: Rigs: The total rig count decreased by 2 for the September 22 week, down to 565 from 567. Infrastructure: South…READ
8Oct2024Gas Expansions Bring New Problems Moving Permian OilCrude, Energy Transfer, Enterprise, Natural Gas, Permian, The Daley NoteNew investments that solve for the Permian gas egress problem are likely to advance when constraints emerge moving crude oil.READ
3Oct2024Matterhorn Begins Flowing Gas from PermianCrude, Natural Gas, Natural Gas Liquids, Permian, The Daley NoteThe Matterhorn pipeline has started flowing gas near Katy. East Daley expects supply growth across Permian commodities in 4Q24 thanks…READ
2Oct2024Diamondback, Kinetik Take 30% Stake in EPIC CrudeCrude, Crude Oil EdgeExecutive Summary: Rigs: The total US rig count decreased by 2 W-o-W for the September 15 week, down to 564 from…READ
1Oct2024Permian’s Last Expandable Pipe Adds New InvestorsCrude, Eagle Ford, Equity, Kinetik, Permian, The Daley NoteDiamondback Energy (FANG) and Kinetik Holdings (KNTK) have acquired a joint 30% equity stake and committed more volume to EPIC…READ
27Sep2024Anchor Deepwater Project Touches Many PipesCrude, The Daley NoteChevron (CVX) has started production from the deepwater Anchor project. Crude oil produced from Anchor is set to lift volumes…READ