Equity

13May2025

What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil

Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note, Western Midstream Partners

Despite lower WTI prices, the rush is still on to build gas processing in the Permian Basin. Developers have used…

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6May2025

This Constitution Will Need Amending

Equity, Fundamentaly Speaking

Executive Summary: Market Movers: Despite support from President Trump, Williams’ Constitution Pipeline faces a challenging road ahead. Rigs: The US…

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1May2025

Why This Keystone Spill is Different

Crude, Equity, South Bow, TC Energy, The Daley Note

The Keystone Pipeline suffered an oil spill in early April that prove costly for South Bow (SOBO), which no longer…

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30Apr2025

Sorry, Trump Can’t Save This Pipeline

Enbridge, Equity, Natural Gas, Northeast, The Daley Note, Williams

The Constitution Pipeline has caught the eye of President Trump, who said he wants to see it built in the…

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29Apr2025

Tariffs, Volatility Hit Pause on Data Center Plans

Equity, Natural Gas, TC Energy, The Daley Note

Market volatility is prompting Microsoft (MSFT) to re-evaluate investments in data centers. Tariffs also complicate the outlook and could have…

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22Apr2025

Crown Jewel for Sale: NextEra Selling Stake in Premiere Gas Asset

Equity, Natural Gas, Northeast, The Daley Note, Williams

XPLR Infrastructure (formerly NextEra Energy Partners) continues to seek buyers for its investment in Meade Pipeline Co., the owner of…

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16Apr2025

Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian Gas

Antero, Equity, MPLX LP, Natural Gas, Northeast, The Daley Note, Williams

Boardwalk Pipelines is holding an open season for the Borealis project to expand the Texas Gas Transmission system and open…

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21Mar2025

Double H Conversion Creates Risk for DJ Oil Pipes

Crude, Denver Julesberg, Equity, Kinder Morgan, Plains, The Daley Note

Double H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Gurnsey hub and on downstream…

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20Mar2025

WES Plans Big Investments in Permian Water Infrastructure

Equity, Permian, The Daley Note, Western Midstream Partners

Western Midstream has sanctioned the Pathfinder pipeline as part of a $400-450MM investment in produced-water infrastructure in the Delaware Basin,…

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19Mar2025

The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data Centers

Equity, Kinder Morgan, Natural Gas, Permian, The Daley Note

Data centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. East Daley is watching a Permian…

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