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
22Oct2025Energy Transfer Taps Into Texas Data Center BoomData Centers, Energy Transfer, Natural Gas, Permian, The Daley NoteEnergy Transfer is riding the wave of data center development in Texas. The company on Oct. 9 signed an agreement…READ
21Oct2025Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in OctoberFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaMarket Movers: Kinder Morgan reports earnings Wednesday, kicking off a wave of midstream and producer data releases. Estimated Quarterly Volumes:…READ
16Oct2025Mustang Express Fast-Tracks Permian Molecules to LNG DemandKinder Morgan, Natural Gas, Permian, The Daley Note, Venture Global, WhiteWater Midstream, WilliamsARM Energy and PIMCO announced a final investment decision on the 42-inch Mustang Express Pipeline. The $2.3B project is backed…READ
15Oct2025EQT Wheels and Deals to Build Appalachian Gas MarketMPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsEQT, Appalachia’s largest gas producer, has been its own market maker lately. The producer signed several supply deals this summer…READ
14Oct2025Kinetik More Likely to Cut Crude Ties After EPIC DealFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaKinetik’s (KNTK) recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more…READ
7Oct2025Non-Core Asset of the Week: Jonah GatheringFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaEnterprise Products (EPD) plans major investments in the Permian Basin, yet its assets in the Rockies are underused. EPD prioritizes…READ