7Apr2026Widening Crude Spreads Unlock Upside for South BowBakken, Delaware Basin, Eagle Ford, Fundamentally Speaking, Haynesville, WTIOil market volatility from the Iran conflict could pump up earnings for…READ
2Apr2026Connect the Dots: Targa Building Intra-Permian Pipes to Link Vast G&P NetworkDelaware Basin, Energy Transfer, Natural Gas, Permian, Targa, The Daley NoteTarga Resources is constructing several gas pipelines in the Permian to better connect the company’s sprawling G&P footprint in West…READ
31Mar2026The Hormuz Will Reopen Before the Crude MarketBakken, Delaware Basin, Eagle Ford, Fundamentally Speaking, Haynesville, WTIThe closure of the Strait of Hormuz is driving sharp volatility in crude oil and has pushed markets to trade…READ
24Mar2026The Market Wants More Oil. Shale May Not Deliver.Bakken, Delaware Basin, Eagle Ford, Fundamentally Speaking, Haynesville, WTIPermian Basin gas constraints and capital discipline could blunt the traditional supply response from the spike in WTI prices.READ
24Mar2026A Hidden Constraint Limits Permian Gas GrowthDelaware Basin, Energy Transfer, Natural Gas, Permian, Summit, The Daley NoteGas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…READ
19Mar2026Vaquero Project Nears Completion in Latest Delaware Midstream ExpansionDelaware Basin, EOG, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley NoteVaquero Midstream has nearly finished constructing a pipeline and processing expansion in the southern Delaware Basin. The project is one…READ