19Aug2025ONEOK, Plains Take Control of BridgeTex Ahead of UpturnFundamentally Speaking, Oneok, Plains, WilliamsONEOK and Plains All American fully own BridgeTex Pipeline after buying out the 50% interest of OMERS. READ
15Aug2025ONEOK, Plains Take Control of BridgeTex Ahead of UpturnCrude, Enterprise, Equity, Oneok, Permian, Plains, The Daley NoteONEOK and Plains All American have taken over BridgeTex Pipeline, buying out the interest of the Ontario Municipal Employees Retirement…READ
14Aug2025Falling Spot Rates Confirm Slack in NGL MarketsEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley NoteIn its 2Q25 earnings, Enterprise Products confirmed a key point East Daley Analytics has flagged for clients: NGL export markets…READ
13Aug2025ONEOK, Plains Take Over BridgeTex Ahead of Uptrend for Permian Oil PipeCrude, Crude Oil Edge, Oneok, PermianONEOK (OKE) and Plains All American (PAA) have bought out the Ontario Municipal Employees Retirement System’s (OMERS) interest in BridgeTex…READ
12Aug2025Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, LosersCrude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley NoteDrilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…READ
12Aug2025Midstream Cleaves Into Winners, Losers as Permian Rigs SlideFundamentally Speaking, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, TargaDrilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, as softer oil prices and…READ
8Aug2025Laggard Pipe Readies for Growth as Permian Egress TightensCrude, Oneok, Permian, Plains, The Daley NoteBridgeTex Pipeline, the last crude oil pipeline to fill from the Permian Basin to Houston, has revised its tariff to…READ
5Aug2025MPLX Buys Northwind for $2.375B, Acquires More NGLs for JV ProjectEquity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, The Daley NoteMPLX will acquire Northwind Midstream Partners in the Permian Basin for $2.375B in cash, the latest move in the industry…READ
23Jul2025Emerging Midland Asset Could Attract SuitorsEnergy Transfer, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteIndustry consolidation has winnowed down the number of independently owned assets in the Permian Basin. One we’re monitoring is Brazos…READ
16Jul2025Reading the 2Q25 Earnings Tea Leaves – Volumes OutlookArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley NoteThe 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…READ