Permian

17Apr2026

Oil Gains Boost NGL Supply Outlook

Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa

US NGL production is set to expand by ~2.2 MMb/d over the next five years, with a stronger macro oil…

READ

15Apr2026

Bakken Outlook Improves on Higher Oil Prices

Anadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, South Bow

We recently revised our Bakken outlook higher in anticipation of a…

READ

14Apr2026

Iran War, Higher Oil Prices Knock Down EDA Gas Forecast

Anadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley Note

We have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…

READ

10Apr2026

NGL Supply Growth Creates Need for New Fracs

Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa

Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain…

READ

10Apr2026

Texas Pipes are Near-Term Tailwind, Long-Term Drag for Kinder Morgan

Energy Transfer, Enterprise, Equity, Kinder Morgan, Kinetik, Natural Gas, Permian, Targa, The Daley Note

Kinder Morgan’s Texas Intrastate business is set up for a near-term boost, but East Daley thinks the market underappreciates how…

READ

8Apr2026

Why Gulf Coast Crude Spreads are Blowing Out

Anadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, South Bow

The WTI-Brent spread has expanded from an average of…

READ

7Apr2026

How the Iran War is Bearish for US Gas

Bakken, Crude, Eagle Ford, Natural Gas, Permian, Powder River, The Daley Note

The Iran conflict has injected a sustained risk premium into global crude markets, pushing up not only near-term prices but…

READ

3Apr2026

KMI Gains Bakken NGLs From ONEOK Contract Roll-Off

Eagle Ford, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Propane, Targa

Targa Resources (TRGP) on March 18 declared a force majeure at …

READ

2Apr2026

Connect the Dots: Targa Building Intra-Permian Pipes to Link Vast G&P Network

Delaware Basin, Energy Transfer, Natural Gas, Permian, Targa, The Daley Note

Targa Resources is constructing several gas pipelines in the Permian to better connect the company’s sprawling G&P footprint in West…

READ

1Apr2026

Widening Crude Spreads Unlock Upside for South Bow

Anadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, South Bow, WTI

Oil market volatility from the Iran conflict could pump up earnings for…

READ