28Oct2026SpaceX is Rocket Fuel for Gas DemandEnbridge, Energy Transfer, Kinder Morgan, MPLX LP, Natural Gas, The Daley NoteSpaceX is emerging as one of the largest new customers for natural gas. The upside is real for midstream: The…READ
21Oct2026America Second: Pacific Link Could Reshape Canadian Market AccessCrude, Enbridge, Pembina, The Daley Note, WCSBCanada’s federal government has designated Pacific Link as a project of national interest, moving the proposed crude pipeline into an…READ
20Oct2026TETCO, ARM Projects Take Aim at Gillis BottleneckEnbridge, Natural Gas, Permian, Sempra Energy, The Daley NoteEnbridge is working with ARM Energy Holdings on pipeline expansions to move gas supply from Katy to the Gillis hub…READ
14Oct2026Asia’s Thirst for US Shale Moves to the Marcellus. Can Pipes Keep Up?Cheniere Energy, Enbridge, Expand Energy, Kinder Morgan, LNG, Natural Gas, Northeast, The Daley NoteSouth Korea’s POSCO International has agreed to purchase Chord Energy’s Marcellus gas assets for $550MM, the latest entry by an…READ
13Oct2026The Permian is Running Out of Road — and the Market isn’t Pricing ItCrude, Enbridge, Permian, The Daley NoteThe crude oil highway from the Permian to the US Gulf Coast is getting crowded, but you would hardly know…READ
25Sep2026Plains Plants Flag in Powder River With $585MM Silver Creek DealCrude, Enbridge, Equity, Plains, Plains All American, Powder River, The Daley NotePlains All American has entered a deal to acquire the crude gathering and pipeline assets of Silver Creek Midstream for…READ
23Sep2026US Can Backfill Only So Much of Global Crude Supply GapAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBMiddle East supply disruptions have pushed WTI above $100/bbl, increasing pressure on the US to supply more crude and refined…READ
23Sep2026Another One! Enbridge Tests Shipper Interest in New Permian Gas PipelineEnbridge, Energy Transfer, Natural Gas, Permian, Sempra Energy, The Daley NoteEnbridge on Sept. 15 launched a non-binding open season for its proposed West Texas Express, adding another potential outlet for…READ
17Sep2026Crude Giant Enbridge Expands Cushing Routes in $2.55B Tallgrass AcquisitionCrude, Denver Julesberg, Enbridge, Natural Gas Liquids, Powder River, The Daley NoteEnbridge, North America’s largest crude pipeline player is extending its footprint through the Rockies. The company has inked an agreement…READ
16Sep2026Enbridge Expands Routes to Cushing With $2.55B Tallgrass AcquisitionAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBEnbridge is extending its turf through the Rockies to Cushing. The company has inked an agreement to purchase Tallgrass Energy’s…READ