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
24Apr2026Neches River Expansion Critical to Keeping Propane Market in BalanceEagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaEnterprise Products’ (EPD) Neches River Terminal Phase 2 expansion is emerging as a…READ
17Apr2026Oil Gains Boost NGL Supply OutlookEagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaUS NGL production is set to expand by ~2.2 MMb/d over the next five years, with a stronger macro oil…READ
14Apr2026Texas Pipelines are Near-Term Tailwind, Long-Term Drag for Kinder MorganBakken, Delaware Basin, Eagle Ford, Fundamentally Speaking, Haynesville, Kinder MorganA blowout in the Waha-to-Houston Ship Channel spread in 1Q and 2Q26 should benefit…READ
10Apr2026NGL Supply Growth Creates Need for New FracsEagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, TargaSurging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain…READ
10Apr2026Texas Pipes are Near-Term Tailwind, Long-Term Drag for Kinder MorganEnergy Transfer, Enterprise, Equity, Kinder Morgan, Kinetik, Natural Gas, Permian, Targa, The Daley NoteKinder Morgan’s Texas Intrastate business is set up for a near-term boost, but East Daley thinks the market underappreciates how…READ