17Mar2026War in the Middle East: Keep Calm and Profit onBakken, Eagle Ford, Fundamentally Speaking, Haynesville, Kinetik, Oneok, TargaThe US-Israel attack on Iran lobs a grenade into the hydrocarbons…READ
10Mar2026Data Center Infrastructure Gap Creates Opportunities for Williams, OthersBakken, Dirty Little Secrets, Fundamentally Speaking, Haynesville, Kinetik, Oneok, Targa, WilliamsThe industry is amid a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project announcements…READ
3Mar2026A WES-Kinetik Tie-up Could Juice M&A in the PermianBakken, Dirty Little Secrets, Fundamentally Speaking, Haynesville, Kinetik, Oneok, Targa, WilliamsWestern Midstream (WES) has approached Kinetik Holdings (KNTK) about a potential merger, prompting KNTK to begin preparing for a sale,…READ
26Feb2026Rumored WES-Kinetik Deal Could Juice Permian M&A, Bring More Suitors to TableConocoPhillips, Energy Transfer, EOG, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream PartnersWestern Midstream has approached Kinetik Holdings about a potential merger, the Financial Times reports. A buyout could jumpstart M&A activity…READ
18Feb2026Delaware Takes Center Stage as Producers Expand Search for Permian CrudeCrude, Energy Transfer, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteMore Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…READ
11Feb2026Devon, Coterra Target $1B in Cuts in Latest E&P Mega-MergerAnadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream PartnersDevon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…READ
5Feb2026Regime Change in the Permian? Plant Data Shows Rotation as Growth SlowsEnergy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Permian, Targa, The Daley NoteGrowth is slowing in the Permian Basin. Plant inlet data and residue samples in Energy Data Studio don’t point to…READ
23Jan2026Permian M&A: Consolidating the Edge to Fortify the CoreEquity, Green River, Kinetik, MPLX LP, Oneok, Permian, Plains, Targa, The Daley Note, UintaMidstream companies in 2025 accelerated efforts to vertically integrate, driving a rotation of capital out of lower-synergy, non-core assets and…READ
31Dec2025Top Stories of 2025: Sour Gas is a Sweet Opportunity for MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteTop Stories of 2025: Managing sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the…READ
26Dec2025Top Stories of 2025: Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward ProducersEnergy Transfer, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteTop Stories of 2025: Tallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies…READ