Eagle Ford JV: A Likely Transaction Between EPD and PAA?
This week’s non-core asset focus is the Eagle Ford joint venture between Enterprise Products (EPD) and Plains All American (PAA).…
Kinetik
Sour Gas Trend Highlights Potential Winners, Targets in Delaware Midstream
Sour gas development is a leading trend in the Delaware Basin and, as East Daley Analytics highlighted last week, acid…
Delaware Sour Gas Trend Points to Winners, Targets in Midstream
Sour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…
Sour Gas is a Sweet Opportunity for Midstream
Managing sour gas is becoming a challenge for producers in the Delaware Basin. Development is shifting to the deeper Avalon…
Sour Gas is a Sweet Opportunity for Midstream
Managing sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the deeper Avalon and Bone…
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…
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…