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
19Mar2025The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data CentersEquity, Kinder Morgan, Natural Gas, Permian, The Daley NoteData centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. East Daley is watching a Permian…READ
13Mar2025Permian NGL Race Heats Up as MPLX Strikes Deal for BANGLEquity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, The Daley NoteMPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from WhiteWater and Diamondback Energy. The deal expands…READ
27Feb2025Pipeline ‘Graveyard’ Could Dampen Steel Tariff ImpactsEquity, Kinder Morgan, South Bow, TC Energy, The Daley Note, WilliamsPresident Trump has ordered a new 25% tariff on steel imports that could raise costs for pipeline projects, though East…READ
26Feb2025Kinetik’s Durango Deal Pays Off as Rigs Double on SystemEquity, Kinetik, Natural Gas, PermianKinetik’s (KNTK) acquisition of Durango Midstream is paying dividends as rig counts have doubled on the G&P system in the…READ
12Feb2025The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL ProjectsEquity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, The Daley NoteONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement…READ
31Jan2025KMI Reports: What to Watch in 4Q EarningsEquity, Kinder Morgan, Natural Gas, The Daley NoteKinder Morgan reported 4Q24 results and gave midstream investors the first data points of the earnings season. There were a…READ
24Jan2025Plains Adds Permian, Eagle Ford Gathering for $670MMCrude, Eagle Ford, Equity, Permian, Plains, The Daley NotePlains All American Pipeline (PAA) made several bolt-on acquisitions totaling $670MM to expand its crude oil gathering footprint in the…READ
23Jan2025$844MM Outrigger Deal Kills Two Birds for KMIBakken, Equity, Kinder Morgan, Natural Gas, Natural Gas LiquidsKinder Morgan will buy Outrigger Energy II’s Bakken G&P assets for $644MM. The acquisition can support two other projects KMI…READ