13Nov2025Rare Cushing Premium Prompts Pipeline Volume SurgeCrude, Kinder Morgan, Oneok, Permian, Phillips 66, The Daley NoteIn June and July, Basin Pipeline’s deliveries to Cushing, OK and Wichita Falls, TX reached levels not seen since November…READ
12Nov2025Competition Heats Up to Ship Refined Products WestBakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, PermianPhillips 66 (PSX) and Kinder Morgan (KMI) have launched an open season for the Western Gateway Pipeline, the latest salvo…READ
11Nov2025California Gold Rush: Companies Vie to Ship Refined Products WestCrude, Kinder Morgan, Oneok, Permian, Phillips 66, The Daley NotePhillips 66 and Kinder Morgan have launched an open season for the Western Gateway Pipeline, the latest proposal in an…READ
5Nov2025Project Jupiter Reflects New Reality of Permian DevelopmentEnergy Transfer, Kinder Morgan, Natural Gas, Permian, San Juan, The Daley NoteSentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…READ
16Oct2025Mustang Express Fast-Tracks Permian Molecules to LNG DemandKinder Morgan, Natural Gas, Permian, The Daley Note, Venture Global, WhiteWater Midstream, WilliamsARM Energy and PIMCO announced a final investment decision on the 42-inch Mustang Express Pipeline. The $2.3B project is backed…READ
14Oct2025Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in OctoberEquity, Kinder Morgan, Permian, Phillips 66, The Daley NoteKinder Morgan reports earnings on Wednesday (Oct. 15), kicking off a wave of midstream and producer data releases — Christmas…READ
10Oct2025Southwest Pipeline Chess: ONEOK Challenges KMI to Fill Refined Products VoidCrude, Equity, Kinder Morgan, Oneok, The Daley NoteONEOK continues to unlock opportunities from its Magellan Midstream. The company plans a new greenfield pipeline that would take on…READ
10Sep2025Contract Cliff or Revenue Lift? Permian Pipes Recontract in Transformed MarketExxonMobil, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteSeveral leading Permian-to-Gulf Coast natural gas pipelines face significant contract expirations over the next few years. Owners and shippers must…READ
13Aug2025ET Makes FID on Gas Pipeline to Meet Southwest GrowthEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteEnergy Transfer reached a final investment decision on an expansion of its Transwestern Pipeline to serve growing natural gas demand…READ
12Aug2025Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, LosersCrude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley NoteDrilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…READ