Mustang Express Fast-Tracks Permian Molecules to LNG Demand
ARM Energy and PIMCO announced a final investment decision on the 42-inch Mustang Express Pipeline. The $2.3B project is backed…
Kinder Morgan
Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in October
Kinder Morgan reports earnings on Wednesday (Oct. 15), kicking off a wave of midstream and producer data releases — Christmas…
Southwest Pipeline Chess: ONEOK Challenges KMI to Fill Refined Products Void
ONEOK continues to unlock opportunities from its Magellan Midstream. The company plans a new greenfield pipeline that would take on…
Contract Cliff or Revenue Lift? Permian Pipes Recontract in Transformed Market
Several leading Permian-to-Gulf Coast natural gas pipelines face significant contract expirations over the next few years. Owners and shippers must…
ET Makes FID on Gas Pipeline to Meet Southwest Growth
Energy Transfer reached a final investment decision on an expansion of its Transwestern Pipeline to serve growing natural gas demand…
Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, Losers
Crude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley Note
Drilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…
KMI, ArcLight Expanding NGPL to Meet New Power Demand
In Kinder Morgan’s (KMI) 2Q25 earnings materials, the company announced two expansions on the Natural Gas Pipeline Company of America…
Permian Gas at Crossroads: Market Headwinds Today, LNG Tailwinds Tomorrow?
Crude, Energy Transfer, Kinder Morgan, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…
Data Centers Move from Hype to Reality on Different Commercial Paths
East Daley Analytics projects data centers will drive 4.2–6.1 Bcf/d of additional gas demand by 2030 to fuel roughly 81…
Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook
ArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley Note
The 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…