20May2025What’s Matterhorn Worth? At Least $5.5B Based on Devon SaleEnbridge, Equity, MPLX LP, Natural Gas, Permian, The Daley NoteDevon Energy has agreed to sell its 12.5% equity interest in Matterhorn Express for $375MM, placing a marker on the…READ
30Apr2025Sorry, Trump Can’t Save This PipelineEnbridge, Equity, Natural Gas, Northeast, The Daley Note, WilliamsThe Constitution Pipeline has caught the eye of President Trump, who said he wants to see it built in the…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
8Apr2025Permian Growth in ‘25 Fuels Upside for Export DocksCrude, Enbridge, Enterprise, Oneok, Permian, The Daley NotePermian supply growth will bring more barrels to Gulf Coast terminals this year and increase pipeline congestion. East Daley forecasts…READ
25Feb2025Sky’s the Limit: ET, SOBO Partner on Big Sky to Meet Canadian GrowthCrude, Enbridge, Energy Transfer, The Daley NoteEnergy Transfer and South Bow have launched an open season for commitments to the new Big Sky Pipeline to handle…READ
4Feb2025Executive Order Could Break Oil Terminal LogjamCrude, Enbridge, Energy Transfer, Enterprise, Phillips 66, The Daley NotePresident Trump signed an executive order intended to boost US energy production that could be just the ticket to break…READ
29Jan2025Plaquemines LNG Start Lifts KMI, Enbridge PipesEnbridge, Kinder Morgan, Natural Gas, The Daley NoteStartup of Plaquemines LNG is boosting flows on Kinder Morgan and Enbridge gas pipelines, passing 1.3 Bcf/d last week from…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
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
31Dec2024Best of 2024: Blackcomb FID Could be Knockout Blow to Permian Pipe CompetitionEnbridge, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteA Whitewater-backed investor group has reached FID on Blackcomb Pipeline, a new 42-inch gas line out of the Permian Basin.…READ