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
7Oct2025NG3 Pipeline Start Heralds Haynesville MomentumArkLaTex, DTM Midstream, Haynesville, Natural Gas, The Daley Note, WilliamsMomentum Midstream’s New Generation Gas Gathering (NG3) pipeline officially started service on Oct. 1, flowing over 0.5 Bcf/d on the…READ
1Oct2025Port Arthur FID Caps Bullish Summer for LNG Projects, Gas DemandArkLaTex, Haynesville, Natural Gas, Sempra Energy, The Daley Note, Venture Global, WilliamsIt’s been a strong summer for LNG project financing, with over 7.5 Bcf/d of projects reaching FID since the end…READ
30Sep2025Crude Bottlenecks Threaten Permian Gas AmbitionsCrude, Energy Transfer, Enterprise, Natural Gas, Plains, The Daley NoteThe industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…READ
30Sep2025Eagle Ford JV: A Likely Transaction Between EPD and PAA?Fundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaThis week’s non-core asset focus is the Eagle Ford joint venture between Enterprise Products (EPD) and Plains All American (PAA).…READ