Curtailment Boomerang: Kinetik Poised for Gains as New Pipes Unclog the Permian
Negative Waha hub prices prompted some Permian producers to shut-in wells earlier this year, a factor that has weighed on…
ExxonMobil
Exxon Deals Give Targa 20-Year Runway for Permian Growth
Targa Resources has cemented its midstream partnership with ExxonMobil in a series of deals that will result in new Permian…
Headroom for Permian Crude is Getting Hard to Find
The Permian still has room to grow crude oil takeaway without another greenfield pipeline, but the candidates for a brownfield…
Private E&Ps are First Out of Gate to Lift Permian Drilling
East Daley expects private operators to drive most of the gains in US crude oil production in response to higher…
Producers Tiptoe Toward Growth in Response to Crude Gains
Producers are responding to higher crude oil prices, albeit slowly. East Daley’s updated survey of Permian Basin operators points to…
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.…
First LNG Production at Golden Pass Signals Shift in TX/LA Border Flows
Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an initial cargo expected to depart…
EDA Survey: Exxon Shoulders the Load for Permian Growth in 2026
With 4Q25 earnings wrapped up, East Daley’s survey of Permian producer guidance reveals two distinct camps: ExxonMobil, and the rest…
Valero Leans into Venezuelan Heavy as Sanctions Ease
Valero Energy (VLO) is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows…
Devon-Coterra Plan $1B in Capex Cuts, Leaving Array of Midstream Assets Vulnerable
Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…