18Nov2025ET Considers Upsizing Desert Southwest After Strong Open SeasonData Centers, Energy Transfer, Natural Gas, The Daley NoteEnergy Transfer is looking to upsize its Desert Southwest project after selling out the initial 1.5 Bcf/d of capacity in…READ
14Nov2025MVP Gets a Boost from Growing Southeast DemandNatural Gas, Northeast, The Daley NoteEQT has upgraded its plans for a compression expansion on Mountain Valley Pipeline. The project, dubbed MVP Boost, was initially…READ
12Nov2025Race to Gillis: Boardwalk Starts Open Season for Texas Gateway ProjectArkLaTex, Boardwalk Pipelines, Haynesville, Natural Gas, The Daley NoteBoardwalk Pipelines has launched a binding open season for the Texas Gateway project on Gulf South Pipeline. The project joins…READ
5Nov2025Project Jupiter Reflects New Reality of Permian DevelopmentEnergy Transfer, Kinder Morgan, Natural Gas, Permian, San Juan, The Daley NoteSentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…READ
4Nov2025Reading the 3Q25 Tea Leaves: Williams has Momentum in Gulf, HaynesvilleFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaKinder Morgan (KMI) kicked off 3Q25 earnings on Oct. 22, posting strong 9% Y-o-Y growth in gas gathering volumes that…READ
4Nov2025Williams Takes LNG Plunge in $1.9B Woodside DealArkLaTex, Dirty Little Secrets, Haynesville, Natural Gas, The Daley Note, WilliamsWilliams (WMB) has jumped into the LNG business in a big way. The company reached a strategic partnership with Woodside…READ
30Oct2025Permian Oil Near a Peak? Indicators Suggest Delaware Has Room to RunCrude, Energy Transfer, Kinetik, Natural Gas, Permian, Targa, The Daley NoteIndustry consensus expects Permian Basin oil supply to flatten and begin rolling over, driven by a significant reduction in active…READ
29Oct2025The Next Commodity Cycle: Green Light for Gas, Pit Stop for OilArkLaTex, Crude, Dirty Little Secrets, Green River, Haynesville, Natural Gas, Northeast, Piceance, San Juan, The Daley NoteSentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…READ
28Oct2025Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most OperatorsFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaTRGP: NGL exports up 2.7% Q-o-Q ET: Ethane exports up 26% and LPG exports up 11% Q-o-Q EPD: Ethane exports…READ
28Oct2025Reading the 3Q25 Tea Leaves: Wind in the Sails for WilliamsDTM Midstream, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, The Daley Note, WilliamsKinder Morgan kicked off 3Q25 earnings last Wednesday, posting strong 9% Y-o-Y growth in gas gathering volumes that matched East…READ