Permian

16Oct2026

Energy Transfer’s Vaquero Deal Only Works With Downstream Control of Gas, NGLs

Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, Targa

Energy Transfer agreed to acquire Vaquero Midstream for $2.625B, a price that implies fees above any Delaware Basin G&P peer.…

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15Oct2026

ET Needs Other Levers to Make $2.625B Vaquero Deal Work

Energy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream Partners

Energy Transfer agreed to acquire Vaquero Midstream for $2.625B, a premium price that implies fees above any Delaware Basin G&P…

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13Oct2026

The Permian Is Running Out of Road — and the Market Isn’t Pricing It

Crude, Enbridge, Permian, The Daley Note

The crude oil highway from the Permian to the US Gulf Coast is getting crowded, but you would hardly know…

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9Oct2026

Up to Snow Good: Looser Winter Market Creates Risk for Gas Bulls

ArkLaTex, Haynesville, Natural Gas, Northeast, Permian, The Daley Note

East Daley Analytics expects a looser natural gas market balance to prevail in the coming 2026-27 heating season, creating some…

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6Oct2026

Double E Expansion Spotlights the Missing Permian Link

Natural Gas, Permian, Summit, The Daley Note

Summit Midstream is moving forward with a 900 MMcf/d compression expansion of the Double E Pipeline in the Permian Basin.…

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23Sep2026

US Can Backfill Only So Much of Global Crude Supply Gap

Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB

Middle East supply disruptions have pushed WTI above $100/bbl, increasing pressure on the US to supply more crude and refined…

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23Sep2026

Another One! Enbridge Tests Shipper Interest in New Permian Gas Pipeline

Enbridge, Energy Transfer, Natural Gas, Permian, Sempra Energy, The Daley Note

Enbridge on Sept. 15 launched a non-binding open season for its proposed West Texas Express, adding another potential outlet for…

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16Sep2026

Enbridge Expands Routes to Cushing With $2.55B Tallgrass Acquisition

Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB

Enbridge is extending its turf through the Rockies to Cushing. The company has inked an agreement to purchase Tallgrass Energy’s…

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15Sep2026

Curtailment Boomerang: Kinetik Poised for Gains as New Pipes Unclog the Permian

Equity, ExxonMobil, Kinetik, Natural Gas, Permian, The Daley Note

Negative Waha hub prices prompted some Permian producers to shut-in wells earlier this year, a factor that has weighed on…

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11Sep2026

Exxon Deals Give Targa 20-Year Runway for Permian Growth

ExxonMobil, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note

Targa Resources has cemented its midstream partnership with ExxonMobil in a series of deals that will result in new Permian…

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