23Apr2026The Price Isn’t Right for Traverse MidstreamEquity, Northeast, The Daley NoteOn March 31, Abu Dhabi-based 2PointZero entered a deal to acquire Traverse Midstream for $2.25B, gaining a foothold in the…READ
14Apr2026Iran War, Higher Oil Prices Knock Down EDA Gas ForecastAnadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley NoteWe have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…READ
11Feb2026Devon, Coterra Target $1B in Cuts in Latest E&P Mega-MergerAnadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream PartnersDevon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…READ
29Jan2026Reading the 4Q25 Tea Leaves: Bahia, Northwind Set Table for Next Earnings; KMI Opens Strong in GasEnterprise, Equity, Kinder Morgan, MPLX LP, Northeast, Permian, The Daley NoteKinder Morgan opened the 4Q25 earnings season with a bang, reporting record earnings in its natural gas business. Enterprise Products…READ
8Jan2026ATEX Pipe Volumes Jump on Start of Neches River TerminalEnterprise, Ethane, Natural Gas Liquids, Northeast, The Daley NoteEthane volumes shipped on ATEX Pipeline more than doubled in 3Q25, surging after the start of Enterprise Products’ Neches River…READ
1Jan2026ONEOK Ramps Volumes on Expanded Elk Creek PipelineEnterprise, Ethane, Natural Gas Liquids, Northeast, The Daley NoteONEOK continues to rapidly fill its expanded Elk Creek Pipeline, diverting more ethane from its legacy Bakken pipeline to the…READ
18Dec2025Antero High-Grades Appalachian Portfolio, Takes on More Liquids in Pair of DealsAntero, Equity, Natural Gas, Natural Gas Liquids, Northeast, The Daley NoteAntero Resources announced a pair of transactions that reshape its Appalachian portfolio. The producer will acquire HG Energy II’s upstream…READ
4Dec2025NESE Watch: Monster Pipe Project Resurfaces in New YorkNatural Gas, Northeast, The Daley Note, WilliamsWilliams has secured three crucial state permits for its Northeast Supply Enhancement project, bringing the once-dead pipeline expansion back to…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
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