28Oct2026SpaceX is Rocket Fuel for Gas DemandEnbridge, Energy Transfer, Kinder Morgan, MPLX LP, Natural Gas, The Daley NoteSpaceX is emerging as one of the largest new customers for natural gas. The upside is real for midstream: The…READ
27Oct2026Southeast Connector’s 1 Bcf/d Capacity Blocks Outrun Likely Data Center DemandData Centers, Kinder Morgan, Natural Gas, Northeast, The Daley NoteKinder Morgan is asking utilities in the Southeast to commit to at least 1 Bcf/d apiece on Southeast Connector (SEC),…READ
14Oct2026Asia’s Thirst for US Shale Moves to the Marcellus. Can Pipes Keep Up?Cheniere Energy, Enbridge, Expand Energy, Kinder Morgan, LNG, Natural Gas, Northeast, The Daley NoteSouth Korea’s POSCO International has agreed to purchase Chord Energy’s Marcellus gas assets for $550MM, the latest entry by an…READ
23Sep2026US Can Backfill Only So Much of Global Crude Supply GapAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBMiddle East supply disruptions have pushed WTI above $100/bbl, increasing pressure on the US to supply more crude and refined…READ
16Sep2026Enbridge Expands Routes to Cushing With $2.55B Tallgrass AcquisitionAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBEnbridge is extending its turf through the Rockies to Cushing. The company has inked an agreement to purchase Tallgrass Energy’s…READ
9Sep2026Permian Growth Story Broadens Following 2Q26 EarningsAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBPermian growth is becoming more broad-based in 2026, with Exxon still leading but Diamondback, Permian Resources, Matador, OXY and ConocoPhillips…READ
2Sep2026The Easy Expansions are Growing Scarce out of PermianAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBPermian crude takeaway still has room to grow, but the pool of viable brownfield expansion projects to the Gulf Coast…READ
28Aug2026Red Tape Snares Bison XPress ExpansionBakken, Kinder Morgan, Natural Gas, Powder River, TC Energy, The Daley NoteIn theory, the Bison Xpress reversal expansion is live. Construction of the project on Northern Border Pipeline has been completed…READ
26Aug2026Western Gateway FID Takes Aim at California’s Tightening Products MarketAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Northeast, Permian, Phillips 66, Plains, Powder River, Uinta, WCSBCalifornia’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final…READ
21Aug2026Western Gateway is a $5B Bet on Tighter California Products MarketCrude, Kinder Morgan, Phillips 66, Refined Products, The Daley NoteCalifornia’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final…READ