5Sep2025Petchem Industry Grapples With Global OvercapacityAnadarko, Eagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianLow margins and excess capacity have led to a reckoning in the global petrochemical industry. Companies in Europe and Asia…READ
3Sep2025Pipeline Takeaway Constrains Canada’s Oil GrowthAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, PermianThe EIA has turned heads with a bearish call on crude oil. The agency now predicts prices will fall to…READ
29Aug2025How the NGL Overbuild Benefits Ethane ExportsAnadarko, Bakken, Eagle Ford, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, PermianThe industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…READ
27Aug2025EIA Forecasts $50 Oil, Here’s Why We DifferAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, PermianThe EIA has turned heads with a bearish call on crude oil. The agency now predicts prices will fall to…READ
29Jul2025Reading the 2Q25 Tea Leaves Part III: Gas Processor Volumes Rebound, but Growth is ShiftingBakken, Eagle Ford, Fundamentally SpeakingThe volumetric picture for companies that process rich gas is becoming clearer for 2Q25. Total Lower 48 sample volumes rose…READ
3Jun2025Permian or Bust: Lower Oil Prices Narrow NGL Growth StoryAnadarko, Denver Julesberg, Eagle Ford, Natural Gas, Permian, The Daley NoteA $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s…READ
25Apr2025WhiteWater Group FIDs Traverse Pipeline to Integrate South Texas MarketEagle Ford, Enbridge, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteWhiteWater Midstream and partners MPLX, Enbridge and Targa Resources will move ahead with the Traverse Pipeline in South Texas.READ
15Apr2025Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?Anadarko, Bakken, Crude, Denver Julesberg, Eagle Ford, Permian, Powder River, The Daley Note, UintaWTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…READ
24Jan2025Plains Adds Permian, Eagle Ford Gathering for $670MMCrude, Eagle Ford, Equity, Permian, Plains, The Daley NotePlains All American Pipeline (PAA) made several bolt-on acquisitions totaling $670MM to expand its crude oil gathering footprint in the…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