4Jun2025Which Way is Up? Tallgrass Stirs Speculation Over Pipe Route to REXNatural Gas, Permian, The Daley Note, WilliamsTallgrass Energy has sparked talk over a pipeline to move Permian gas to REX Pipeline. The proposal is mum on…READ
3Jun2025Permian or Bust: Lower Oil Prices Narrow NGL Growth StoryAnadarko, Denver Julesberg, Eagle Ford, Natural Gas, Permian, The Daley NoteA $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s…READ
28May2025Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward ProducersEnergy Transfer, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteTallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…READ
21May2025Permian E&Ps Trim Guidance, Signal Slower Growth Phase AheadEnergy Transfer, Enterprise, Natural Gas, Oneok, Permian, The Daley NoteThe Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to pull back…READ
20May2025What’s Matterhorn Worth? At Least $5.5B Based on Devon SaleEnbridge, Equity, MPLX LP, Natural Gas, Permian, The Daley NoteDevon Energy has agreed to sell its 12.5% equity interest in Matterhorn Express for $375MM, placing a marker on the…READ
13May2025What Slowdown? Permian Processing Expansions Plow Ahead at $60 OilEnterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note, Western Midstream PartnersDespite lower WTI prices, the rush is still on to build gas processing in the Permian Basin. Developers have used…READ
6May2025Bigfoot in the Permian: ET Levers M&A to Dominate Crude DistributionCrude, Energy Transfer, PermianEnergy Transfer has built one of the most extensive crude oil midstream footprints in the Permian Basin, transporting a significant…READ
25Apr2025WhiteWater Group FIDs Traverse Pipeline to Integrate South Texas MarketEagle Ford, Enbridge, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteWhiteWater Midstream and partners MPLX, Enbridge and Targa Resources will move ahead with the Traverse Pipeline in South Texas.READ
23Apr2025Developers Eye Gulf Coast Storage to Manage Regional GrowthArkLaTex, Natural Gas, Permian, The Daley NoteNeuVentus is developing a new natural gas storage hub, the Texas Reliability Underground (TRU) project, part of an industry push…READ
15Apr2025Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?Anadarko, Bakken, Crude, Denver Julesberg, Eagle Ford, Permian, Powder River, The Daley Note, UintaWTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…READ