Move Over Tyson-Paul, the Real Warrior is Here
Energy Transfer (ET) could reach a final investment decision on the Warrior Pipeline within weeks, management said on the 3Q24…
MPLX LP
Out of the LOOP: Port is Fenced Out of Crude Export Growth
The Louisiana Offshore Oil Port (LOOP) has missed out on rapid crude oil export growth due to its remote location…
Capline Rolls With New Crude Market Reality
Faced with a loss of Canadian barrels, Capline Pipeline could become a supplier of light sweet Bakken crude to the…
Permian NGL Dynamic Ready to Flip, Leaving Some Behind
Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note
Permian NGL takeaway capacity is extremely tight now, but that dynamic is about to change, according to East Daley’s basin…
Blackcomb FID Could be Knockout Blow to Permian Pipe Competition
A Whitewater-backed investor group has reached FID on Blackcomb Pipeline, a new 42-inch gas line out of the Permian Basin.…
M&A in Permian: A Knife Fight for the NGL Barrel
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream Partners
In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…
Let’s Get Cracking: Shell Plant Ramps, and a Northeast Ethane Market Takes Shape
An ethane market is developing in the Northeast as Shell (SHEL) finally ramps operations at the Monaco cracker in southwestern…
After Marathon Deal, Conoco has Bakken in Crosshairs
ConocoPhillips will acquire Marathon Oil for $17.1B. COP is evaluating cuts to the Bakken drilling program, creating downside for several…
Pipeline Work Will Disrupt Permian Crude Flows
Maintenance work on the Wink-to-Webster and Midland-to-Echo III pipelines will disrupt crude flows out of the Permian Basin in June.
FTC Request Delays CHK-SWN Merger
Chesapeake (CHK) and Southwestern Energy (SWN) have postponed the closing date of their E&P merger following an information request from…