ExxonMobil

19May2026

WES Passes on Kinetik With $1.6B Brazos Midstream Acquisition

ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream Partners

Western Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…

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8Apr2026

First LNG Production at Golden Pass Signals Shift in TX/LA Border Flows

ArkLaTex, ExxonMobil, Haynesville, Natural Gas, The Daley Note

Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an initial cargo expected to depart…

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18Mar2026

EDA Survey: Exxon Shoulders the Load for Permian Growth in 2026

Crude, ExxonMobil, Permian, The Daley Note

With 4Q25 earnings wrapped up, East Daley’s survey of Permian producer guidance reveals two distinct camps: ExxonMobil, and the rest…

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25Feb2026

Valero Leans into Venezuelan Heavy as Sanctions Ease

Anadarko, Bakken, Crude, Crude Oil Edge, EOG, ExxonMobil, Kinder Morgan, Permian, Venezuela

Valero Energy (VLO) is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows…

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18Feb2026

Devon-Coterra Plan $1B in Capex Cuts, Leaving Array of Midstream Assets Vulnerable

Anadarko, Bakken, Crude, Crude Oil Edge, EOG, ExxonMobil, Kinder Morgan, Permian, Venezuela

Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…

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12Feb2026

Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL Fight

Energy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley Note

Enterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…

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11Feb2026

Devon, Coterra Merge in $58B Deal to Create a Top 10 US Producer

Anadarko, Bakken, Crude, Crude Oil Edge, EOG, ExxonMobil, Kinder Morgan, Permian, Venezuela

Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…

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5Feb2026

Regime Change in the Permian? Plant Data Shows Rotation as Growth Slows

Energy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Permian, Targa, The Daley Note

Growth is slowing in the Permian Basin. Plant inlet data and residue samples in Energy Data Studio don’t point to…

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3Feb2026

Golden Pass LNG Receives Cooldown Cargo, Moves Closer to Startup

Cheniere Energy, ExxonMobil, Natural Gas, The Daley Note

Golden Pass LNG is inching closer to a long-anticipated startup. The latest Gulf Coast export facility could begin making LNG…

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13Jan2026

Will Industry Say ‘No Más’ to Venezuelan Oil? Canadian Barrels Face Risk from a Potential Deal

Chevron, Crude, ExxonMobil, Permian, The Daley Note

Is the US intervention in Venezuela bullish or bearish for crude oil? Prices have gyrated wildly since the US seized…

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