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…
Kinetik
Plains All Texan? EPIC Deal Solidifies PAA’s Stronghold in Permian, Eagle Ford
Plains All American will acquire a 55% non-operated interest in EPIC Crude Holdings, LP for $1.57B, the company announced last…
Permian Power! Pipe Momentum Continues With Eiger Express FID
Momentum continues to grow behind new Permian Basin natural gas pipelines. Last Monday (Aug. 25), the Matterhorn joint venture, consisting…
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…
Midstream Cleaves Into Winners, Losers as Permian Rigs Slide
Drilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, as softer oil prices and…
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…
Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth Target
East Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…
Canada’s Anniversary Wish: More Trans Mountain Expansions
Happy anniversary, TMX. One year out from the widely anticipated looping project, Trans Mountain Pipeline is weighing further expansions to…
ET Lawsuit Clouds Bright Outlook for Kinetik
Kinetik Holdings (KNTK), among the shining stars in midstream, faces a lawsuit by Energy Transfer (ET) that challenges one of…
Kinetik Rides Post-Earnings Momentum
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Kinetik Holdings (KNTK) shares have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary.