20May2025What’s Matterhorn Worth? At Least $5.5B Based on Devon SaleEnbridge, Equity, MPLX LP, Natural Gas, Permian, The Daley NoteDevon Energy has agreed to sell its 12.5% equity interest in Matterhorn Express for $375MM, placing a marker on the…READ
13May2025What Slowdown? Permian Processing Expansions Plow Ahead at $60 OilEnterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note, Western Midstream PartnersDespite lower WTI prices, the rush is still on to build gas processing in the Permian Basin. Developers have used…READ
6May2025This Constitution Will Need AmendingEquity, Fundamentaly SpeakingExecutive Summary: Market Movers: Despite support from President Trump, Williams’ Constitution Pipeline faces a challenging road ahead. Rigs: The US…READ
1May2025Why This Keystone Spill is DifferentCrude, Equity, South Bow, TC Energy, The Daley NoteThe Keystone Pipeline suffered an oil spill in early April that prove costly for South Bow (SOBO), which no longer…READ
30Apr2025Sorry, Trump Can’t Save This PipelineEnbridge, Equity, Natural Gas, Northeast, The Daley Note, WilliamsThe Constitution Pipeline has caught the eye of President Trump, who said he wants to see it built in the…READ
29Apr2025Tariffs, Volatility Hit Pause on Data Center PlansEquity, Natural Gas, TC Energy, The Daley NoteMarket volatility is prompting Microsoft (MSFT) to re-evaluate investments in data centers. Tariffs also complicate the outlook and could have…READ
22Apr2025Crown Jewel for Sale: NextEra Selling Stake in Premiere Gas AssetEquity, Natural Gas, Northeast, The Daley Note, WilliamsXPLR Infrastructure (formerly NextEra Energy Partners) continues to seek buyers for its investment in Meade Pipeline Co., the owner of…READ
16Apr2025Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian GasAntero, Equity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsBoardwalk Pipelines is holding an open season for the Borealis project to expand the Texas Gas Transmission system and open…READ
21Mar2025Double H Conversion Creates Risk for DJ Oil PipesCrude, Denver Julesberg, Equity, Kinder Morgan, Plains, The Daley NoteDouble H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Gurnsey hub and on downstream…READ
20Mar2025WES Plans Big Investments in Permian Water InfrastructureEquity, Permian, The Daley Note, Western Midstream PartnersWestern Midstream has sanctioned the Pathfinder pipeline as part of a $400-450MM investment in produced-water infrastructure in the Delaware Basin,…READ