3Jul2025Canada’s Anniversary Wish: More Trans Mountain ExpansionsEnergy Transfer, Equity, Kinetik, Natural Gas Liquids, Permian, The Daley NoteHappy anniversary, TMX. One year out from the widely anticipated looping project, Trans Mountain Pipeline is weighing further expansions to…READ
2Jul2025ET Lawsuit Clouds Bright Outlook for KinetikEnergy Transfer, Equity, Kinetik, Natural Gas Liquids, Permian, The Daley NoteKinetik Holdings (KNTK), among the shining stars in midstream, faces a lawsuit by Energy Transfer (ET) that challenges one of…READ
6Jun2025Kinetik Rides Post-Earnings MomentumEnergy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteKinetik Holdings (KNTK) shares have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary.READ
28May2025Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward ProducersEnergy Transfer, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteTallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…READ
26Feb2025Kinetik’s Durango Deal Pays Off as Rigs Double on SystemEquity, Kinetik, Natural Gas, PermianKinetik’s (KNTK) acquisition of Durango Midstream is paying dividends as rig counts have doubled on the G&P system in the…READ
26Dec2024Best of 2024: M&A in Permian: A Knife Fight for the NGL BarrelEnergy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream PartnersIn our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…READ
22Nov2024Coterra Rides Permian Consolidation WaveKinetik, Natural Gas, Permian, Targa, The Daley NoteCoterra Energy (CTRA) is expanding its foothold in the northern Delaware Basin, acquiring assets of Franklin Mountain Energy and Avant…READ
20Nov2024Kinetik Expansion to Unlock Permian SupplyCrude, Equity, Kinetik, Natural Gas, Permian, The Daley NoteKinetik (KNTK) is expanding its operations in New Mexico, building a new pipeline that will link the Durango G&P assets…READ
1Oct2024Permian’s Last Expandable Pipe Adds New InvestorsCrude, Eagle Ford, Equity, Kinetik, Permian, The Daley NoteDiamondback Energy (FANG) and Kinetik Holdings (KNTK) have acquired a joint 30% equity stake and committed more volume to EPIC…READ
28Aug2024Enterprise Buys Pinon Assets, Makes Play for Delaware Sour GasEnterprise, Kinetik, Natural Gas, Permian, Targa, The Daley NoteEnterprise Products agreed to purchase sour gas gathering and treating infrastructure from Pinon Midstream for $950MM in cash. The deal…READ