2Aug2023Pent-Up Travel Demand? Taking a Closer Look at ET’s Nederland NGL Export ExpansionEnergy Transfer, Equity, Natural Gas Liquids, The Daley NoteEnergy Transfer (ET) announced last quarter that it is expanding its NGL export capacity at its Nederland terminal, positioning itself…READ
25Jul2023KMI Adds to Flurry of Pipeline Activity in South TexasEquity, Kinder Morgan, The Daley NoteKinder Morgan Tejas Pipeline LLC recently announced a 67-mile, 42-inch pipeline that will run from a KMI compressor station near…READ
24Jul2023Fresh Pavement on the Road to El DoradoEnterprise, Equity, Kinder Morgan, Natural Gas, The Daley NotePreviously in EOG on the Road to El Dorado, East Daley discussed EOG building a 41-mile, 36-inch pipeline to move…READ
19Jul2023Lower Volumes Aren’t Always a Bad ThingCrude, Equity, NuStar, The Daley NoteNew Texas Railroad Commission (TRC) data indicates volumes continue to fall on NuStar’s (NS) Eagle Ford crude pipelines, but one…READ
17Jul2023A Hawkeye View of Kinder Morgan Ahead of 2Q ResultsEquity, Kinder Morgan, Natural Gas, The Daley NoteKinder Morgan (KMI) has been on a roll of late, beating market expectations for 1Q23 earnings. Will momentum continue in…READ
15Jun2023Trans Mountain on Track to Boost Oil Flows in 1Q24Crude, Equity, Kinder Morgan, The Daley NoteAn expansion of the Trans Mountain Pipeline is on track for completion in early 2024, providing a new outlet to…READ
25May2023Exports are the Big Prize of OKE-MMP ComboCrude, Equity, Magellan, Oneok, The Daley NoteThe merger of ONEOK (OKE) and Magellan (MMP) could reap big profits from exports, according to East Daley Analytics.READ
24May2023OKE-MMP a Fine Blend for Butane BusinessEquity, Magellan, Natural Gas Liquids, Oneok, The Daley NoteONEOK’s purchase of Magellan Midstream should create compelling synergies in butane blending.READ
23May2023O Synergies, Where Art Thou? OKE-MMP Combo has Investors LostEquity, Magellan, Oneok, The Daley NoteONEOK’s plan to buy Magellan Midstream has gone down like a lead balloon with investors skeptical of the potential synergies…READ
23May2023ONEOK Joins Midstream Elite with $19B Magellan PurchaseCrude, Equity, Magellan, Natural Gas, Natural Gas Liquids, OneokONEOK’s (OKE) $18.8B acquisition of Magellan Midstream Partners (MMP) places the company at the head table in Midstream.READ