3Jun2026A Small FERC Rate Change Could Slash $1 Billion from Pipeline EarningsCrude, Enbridge, Energy Transfer, Equity, Oneok, Plains, The Daley NoteThe Federal Energy Regulatory Commission’s latest oil pipeline index reset looks small on paper. In reality, it could remove more…READ
14May2026The Bakken is BackBakken, Crude, Enbridge, Powder River, The Daley NoteFallout from the Iran conflict has pushed crude prices higher and renewed focus on oil-weighted basins like the Bakken. East…READ
8May2026Bridger Blows Through Nameplate on Gains from KMI Pipe ClosureBakken, Crude, Enbridge, Kinder Morgan, The Daley Note, WCSBKinder Morgan’s refurbishing of Double H Pipeline is proving a bonanza for competitor True Companies and its Bridger system in…READ
6May2026Offshore Projects Gain Urgency as VLCC Constraints TightenAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Energy Transfer, Permian, WCSBGeopolitical risks are accelerating demand for US crude exports, but future growth hinges on expanding offshore infrastructure to relieve Gulf…READ
6May2026Plan to Move Canadian Crude on DAPL Wins Key PermitBakken, Crude, Enbridge, Energy Transfer, The Daley Note, WCSBA plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…READ
29Apr2026Enbridge Project Wins Permit to Move Canadian Crude Through BakkenAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Energy Transfer, Permian, WCSBA plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…READ
24Apr2026US Crude Exports Crank Into High Gear, Pushing Docks to the LimitCrude, Enbridge, The Daley NoteA wave of very large crude carriers is heading to the US Gulf Coast, signaling that the global market is…READ
14Apr2026Iran War, Higher Oil Prices Knock Down EDA Gas ForecastAnadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley NoteWe have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…READ
31Mar2026At $100 Crude, Permian Pipes Fill Faster Than You ThinkCrude, Enbridge, Enterprise, Pembina, Permian, Plains, The Daley NoteConflict in the Middle East has disrupted the stay-the-course narrative embraced by most Permian producers at the start of 2026.…READ
6Mar2026Bridger Proposes to Deliver Canadian Crude to Guernsey, Raising Egress ConcernsBakken, Crude, Enbridge, Energy Transfer, Powder River, The Daley Note, WCSBTrue Companies’ Bridger Pipeline is developing a project to move Canadian crude to the Guernsey hub in Wyoming, potentially using…READ