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
23Jul2024Double 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
26Jun2024Evangeline Pass Adds Capacity, Tightens Southeast MarketsEnbridge, Kinder Morgan, Natural Gas, TC Energy, The Daley NoteVenture Global’s Plaquemines LNG will be the next LNG facility to come online, adding ~3.4 Bcf/d of new demand in…READ
23May2024Coal Conversion Supports New Gas DemandEnbridge, Equity, Natural GasEnbridge plans to expand the Eastern Tennessee Natural Gas pipeline to meet new electric demand in the Southeast. The Tennessee…READ
30Apr2024Plaquemines LNG Takes First Gas in Project MilestoneArkLaTex, Enbridge, Natural Gas, The Daley NoteVenture Global’s Plaquemines LNG has started receiving natural gas, marking a milestone for the project under construction in southeastern Louisiana.READ