22May2025Weak Flows Suggest Double H Unwinding is HereBakken, Crude, Energy Transfer, Kinder Morgan, The Daley NoteKinder Morgan is still months out from starting the Double H Pipeline conversion from crude oil to NGL service, yet…READ
21May2025Permian E&Ps Trim Guidance, Signal Slower Growth Phase AheadEnergy Transfer, Enterprise, Natural Gas, Oneok, Permian, The Daley NoteThe Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to pull back…READ
14May2025Woodside’s Bold LNG Bet Adds to Demand WaveArkLaTex, Energy Transfer, Natural Gas, Southeast Gulf, The Daley NoteWoodside Energy will move forward with the Louisiana LNG project without a diversified customer base. The $17.5B FID is a…READ
7May2025Citadel Hits the Ground Running in the HaynesvilleEnergy Transfer, Haynesville, Kinder Morgan, Natural Gas, WilliamsHedge fund Citadel is quickly making a splash as an E&P operator, ramping up drilling in the Haynesville just two…READ
6May2025Bigfoot in the Permian: ET Levers M&A to Dominate Crude DistributionCrude, Energy Transfer, PermianEnergy Transfer has built one of the most extensive crude oil midstream footprints in the Permian Basin, transporting a significant…READ
24Apr2025China Trade Fight Could Ruin Bullish Propane OutlookEnergy Transfer, Enterprise, Natural Gas Liquids, Targa, The Daley NoteThe US propane market was on pace for a strong year in 2025, before a trade fight erupted between Washington…READ
11Apr2025Competition Heats Up for Committed DJ BarrelsCrude, Denver Julesberg, Energy Transfer, Oneok, Plains, The Daley NoteOil production in the Denver-Julesburg Basin is slowing, which means competition for committed barrels has intensified. The four main pipelines…READ
3Apr2025Haynesville Rebound Starts with a Few Small StepsArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley NoteFlows indicate that Haynesville production is starting to grow once again, but we still have a ways to go to…READ
2Apr2025Harmon Creek Project Lifts Northeast Ethane for Mystery MarketEnergy Transfer, Enterprise, Kinder Morgan, MPLX LP, Natural Gas Liquids, Northeast, The Daley NoteEast Daley is monitoring several expansions in the Northeast that will increase regional ethane production. One of these, MPLX’s Harmon…READ
28Mar2025The Anadarko Catches a Bid from $4 Gas PricesAnadarko, Energy Transfer, Natural Gas, Oneok, Phillips 66, TargaOperators are returning to core of the Anadarko Basin in pursuit of higher natural gas prices, adding l0 rigs so…READ