16Sep2026Appalachia Producers are Done Buying PipeAntero, Data Centers, EQT, MPLX LP, Natural Gas, Northeast, The Daley NoteLured by growing local demand, Appalachia gas producers are walking away from long-haul firm transportation. Utica producer Ascent Resources cut…READ
26Aug2026Not so Alone: Solitude Joins Packed Field to Open Permian Gas TakeawayEnergy Transfer, MPLX LP, Natural Gas, Permian, The Daley Note, Western Midstream PartnersThe massive Solitude Pipeline system adds an exclamation point to a new era in the Permian Basin: the end of…READ
11Aug2026Shell, Phillips 66 Test Market for Explorer Pipeline StakeCrude, Energy Transfer, Equity, MPLX LP, Phillips 66, Refined Products, The Daley NoteShell and Phillips 66 are testing interest in their combined 60.5% stake in Explorer Pipeline at a valuation near $3.5B,…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
29Jan2026Reading the 4Q25 Tea Leaves: Bahia, Northwind Set Table for Next Earnings; KMI Opens Strong in GasEnterprise, Equity, Kinder Morgan, MPLX LP, Northeast, Permian, The Daley NoteKinder Morgan opened the 4Q25 earnings season with a bang, reporting record earnings in its natural gas business. Enterprise Products…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
9Dec2025Eiger Express Expansion Raises Stakes on Permian OverbuildEnbridge, MPLX LP, Natural Gas, Oneok, Permian, The Daley Note, WhiteWater MidstreamThe Permian gas overbuild continues to grow. The WhiteWater-led JV behind Eiger Express Pipeline will expand the greenfield project to…READ