27Dec2024Best of 2024: Double H Conversion to Double Bakken VolatilityBakken, Crude, Enbridge, Kinder Morgan, Natural Gas Liquids, Oneok, The Daley NoteKinder Morgan plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. The project…READ
19Nov2024Move Over Tyson-Paul, the Real Warrior is HereEnbridge, Energy Transfer, MPLX LP, Natural Gas, Oneok, Permian, Targa, The Daley NoteEnergy Transfer (ET) could reach a final investment decision on the Warrior Pipeline within weeks, management said on the 3Q24…READ
7Nov2024Small WY Town Carries Big Weight in Crude LogisticsBakken, Crude, Enbridge, Kinder Morgan, The Daley NoteThe small town of Guernsey in Wyoming is easily missed on a map. Yet Guernsey has outsized importance in oil…READ
22Oct2024Fast 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
18Sep2024New Pipelines Shift Permian Volatility DownstreamEnbridge, Natural Gas, Permian, Targa, The Daley NoteThe new Blackcomb Pipeline will help resolve takeaway issues from the Permian Basin but will likely create other problems moving…READ
12Sep2024Enbridge Lowers Spot Rates as Canadian Pipe Competition Heats UpCrude, Enbridge, TC Energy, The Daley NoteEnbridge Mainline is lowering spot rates in joint tariffs to incentivize deliveries to the Gulf Coast, an acknowledgement of new…READ
11Sep2024Coincidence? Permian Production is Primed to Pop as WTI FallsCrude, Enbridge, Energy Transfer, Enterprise, Permian, The Daley NotePermian Basin oil production is primed to grow along with natural gas in 4Q24 when Matterhorn Express Pipeline comes online.…READ
22Aug2024Energy Transfer, True Co. Fight for Next Bakken BarrelBakken, Crude, Enbridge, Energy Transfer, Plains, The Daley NoteEast Daley expects the competition to move crude oil production growth from the Bakken will come down to two pipelines.READ
16Aug2024Mexico’s First LNG Cargo Sails, Launching New Business for PipesEnbridge, Natural Gas, TC Energy, The Daley NoteNew Fortress Energy has loaded the first cargo from its floating LNG platform offshore Altamira. The start-up of Mexico’s first…READ
7Aug2024Blackcomb 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