2Apr2026Connect the Dots: Targa Building Intra-Permian Pipes to Link Vast G&P NetworkDelaware Basin, Energy Transfer, Natural Gas, Permian, Targa, The Daley NoteTarga Resources is constructing several gas pipelines in the Permian to better connect the company’s sprawling G&P footprint in West…READ
26Mar2026Coal Plant Conversions Support Gas Demand GrowthNatural Gas, The Daley NoteDespite vocal support from President Trump, the coal industry faces a bleak future as utilities convert older power plants to…READ
24Mar2026A Hidden Constraint Limits Permian Gas GrowthDelaware Basin, Energy Transfer, Natural Gas, Permian, Summit, The Daley NoteGas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…READ
19Mar2026Vaquero Project Nears Completion in Latest Delaware Midstream ExpansionDelaware Basin, EOG, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley NoteVaquero Midstream has nearly finished constructing a pipeline and processing expansion in the southern Delaware Basin. The project is one…READ
17Mar2026The Market Wants More Oil. Shale May Not DeliverAnadarko, Bakken, Crude, Denver Julesberg, EOG, Natural Gas, Permian, Powder River, The Daley NotePermian gas constraints and capital discipline could blunt the traditional supply response by producers to the spike in crude oil…READ
13Mar2026At the Crossroads: Big Expansion Planned for Little Midwest PipeData Centers, Natural Gas, TC Energy, The Daley NoteCrossroads is a 300 MMcf/d pipeline owned by TC Energy that spans just over 200 miles from northwest Ohio to…READ
11Mar2026What LNG Glut? Qatari Outage Puts US Projects in the Driver’s SeatCheniere Energy, LNG, Natural Gas, Sempra Energy, The Daley Note, Venture GlobalAnalyst chatter has grown louder in the last year over a potential LNG glut as US developers build out several…READ
10Mar2026War in the Middle East: Keep Calm and Profit OnAnadarko, Bakken, Crude, Denver Julesberg, Natural Gas, Natural Gas Liquids, Permian, Powder River, The Daley NoteThe US-Israel attack on Iran lobs a grenade into the hydrocarbons outlook: Nothing could change, or forecasts could shatter as…READ
5Mar2026How Much Data Center Demand is Real? Infrastructure Gap Creates Opportunity for WilliamsData Centers, Equity, Natural Gas, The Daley Note, WilliamsThe industry is engaged in a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project…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