29Jan2026Reading the 4Q25 Tea Leaves: Bahia, Northwind Set Table for Next Earnings; KMI Opens Strong in GasEnterprise, Equity, Kinder Morgan, MPLX LP, Northeast, Permian, The Daley NoteKinder Morgan opened the 4Q25 earnings season with a bang, reporting record earnings in its natural gas business. Enterprise Products…READ
23Jan2026Permian M&A: Consolidating the Edge to Fortify the CoreEquity, Green River, Kinetik, MPLX LP, Oneok, Permian, Plains, Targa, The Daley Note, UintaMidstream companies in 2025 accelerated efforts to vertically integrate, driving a rotation of capital out of lower-synergy, non-core assets and…READ
31Dec2025Top Stories of 2025: Sour Gas is a Sweet Opportunity for MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteTop Stories of 2025: Managing sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the…READ
30Dec2025Top Stories of 2025: EPD Refused License to Export Ethane. What is the Risk to Midstream?Energy Transfer, Enterprise, Equity, Natural Gas Liquids, The Daley NoteTop Stories of 2025: Restrictions on US ethane exports to China have come to a head for the energy sector.…READ
23Dec2025Top Stories of 2025: EPIC! $2.2B Deal Vaults Phillips 66 to Midstream EliteEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteTop Stories of 2025: Phillips 66 will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX…READ
19Dec2025Would ET Sell Powder River System? Crestwood Deal Opens the DoorEnergy Transfer, Equity, Kinder Morgan, Powder River, The Daley Note, Western Midstream PartnersEnergy Transfer picked up a G&P system in the Powder River Basin when it bought Crestwood Equity in 2023 for…READ
18Dec2025Antero High-Grades Appalachian Portfolio, Takes on More Liquids in Pair of DealsAntero, Equity, Natural Gas, Natural Gas Liquids, Northeast, The Daley NoteAntero Resources announced a pair of transactions that reshape its Appalachian portfolio. The producer will acquire HG Energy II’s upstream…READ
10Dec2025Targa Acquires Stakeholder for $1.25B, Adding Processing, NGLs in DelawareEquity, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley NoteTarga Resources is doubling down on the northern Delaware Basin in a $1.25B deal for Stakeholder Midstream. The acquisition gives…READ
5Dec2025Barnett Matchmaking: Could ONEOK and Colt Swipe Right on a Deal?Barnett, DTM Midstream, Equity, Oneok, The Daley NoteONEOK (OKE) inherited a large Barnett G&P position through its $7.6B EnLink Midstream acquisition, but parts of the footprint offer…READ
7Nov2025Non-Core Asset of the Week: Jonah GatheringEnterprise, Equity, Green River, MPLX LP, Oneok, Permian, The Daley Note, WilliamsEnterprise Products plans major investments in the Permian Basin, yet its assets in the Rockies are underused. East Daley Analytics…READ