16Jun2026Start of GCX Expansion Moves Waha Prices to Bad from AbysmalEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteThe journey out of purgatory looks to be a long one for Permian natural gas, based on market activity in…READ
10Jun2026Influx of Permian Gas Ready to Swamp South TexasCheniere Energy, Kinder Morgan, Natural Gas, Permian, The Daley NoteThe Permian Basin will soon be open for business, but Agua Dulce isn’t ready to buy yet. Two pipeline expansions…READ
27May2026Will Ruby Shine Again? Data Centers, Pipe Expansions Can Restore Sparkle to Beleaguered PipelineData Centers, Green River, Kinder Morgan, Natural Gas, Pembina, The Daley Note, WilliamsRuby Pipeline, one of the more distressed gas assets in the Lower 48, could be poised for a turnaround. A…READ
27May2026Producers Bump Up Guidance in Response to Higher Crude PricesBakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Oneok, Permian, UintaEast Daley’s updated survey of Permian Basin operators points to 3.3% growth in oil production in 2026, or a gain…READ
20May2026Bridger Volumes Ramp on Gains from KMI Pipe ClosureBakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Oneok, Permian, UintaKinder Morgan’s refurbishing of Double H Pipeline is proving a bonanza for competitor True Companies and its Bridger system in…READ
15May2026Western Gateway Won’t Rescue California from Petrol CrunchCrude, Kinder Morgan, Oneok, Phillips 66, The Daley NotePhillips 66 and Kinder Morgan cleared a key commercial hurdle for the Western Gateway Pipeline on April 20, announcing that…READ
13May2026Southwest Weans Off Coal Thanks to New Permian PipelineEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteA new pipeline out of the Permian Basin will enable utilities in Arizona to convert several coal plants to run…READ
13May2026Western Gateway Advances Amid Soaring West Coast Fuel PricesBakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Oneok, Permian, UintaPhillips 66 and Kinder Morgan advanced the Western Gateway Pipeline after securing strong shipper commitments, positioning the project to help…READ
8May2026Bridger Blows Through Nameplate on Gains from KMI Pipe ClosureBakken, Crude, Enbridge, Kinder Morgan, The Daley Note, WCSBKinder Morgan’s refurbishing of Double H Pipeline is proving a bonanza for competitor True Companies and its Bridger system in…READ
30Apr2026KMI’s Monument Acquisition Adds Stability to Choppy Texas OutlookEquity, Kinder Morgan, The Daley NoteKinder Morgan’s $505MM acquisition of Monument Pipeline will make the company’s Texas gas earnings more durable as its marketing unit…READ