16Oct2024Developer Targets Texas Coast for New Storage HubNatural Gas, Permian, The Daley NoteThe start of new gas infrastructure in South Texas could spark development of more Gulf Coast storage.READ
10Oct2024Tiger II Plant Roars to Life for EnLinkEnLink, Equity, Natural Gas, Permian, The Daley NoteEnLink Midstream has wasted no time putting its Tiger II plant to work in the Delaware. Volumes jumped immediately after…READ
8Oct2024Gas Expansions Bring New Problems Moving Permian OilCrude, Energy Transfer, Enterprise, Natural Gas, Permian, The Daley NoteNew investments that solve for the Permian gas egress problem are likely to advance when constraints emerge moving crude oil.READ
4Oct2024Ethane Momentum Stalls Until Next Project WaveEnterprise, Natural Gas Liquids, Permian, The Daley NoteWith most Gulf Coast export terminals operating near capacity, East Daley Analytics sees a near-term mismatch between ethane supply and…READ
3Oct2024Matterhorn Begins Flowing Gas from PermianCrude, Natural Gas, Natural Gas Liquids, Permian, The Daley NoteThe Matterhorn pipeline has started flowing gas near Katy. East Daley expects supply growth across Permian commodities in 4Q24 thanks…READ
1Oct2024Permian’s Last Expandable Pipe Adds New InvestorsCrude, Eagle Ford, Equity, Kinetik, Permian, The Daley NoteDiamondback Energy (FANG) and Kinetik Holdings (KNTK) have acquired a joint 30% equity stake and committed more volume to EPIC…READ
18Sep2024New Pipelines Shift Permian Volatility DownstreamEnbridge, Natural Gas, Permian, Targa, The Daley NoteThe new Blackcomb Pipeline will help resolve takeaway issues from the Permian Basin but will likely create other problems moving…READ
17Sep2024Why ONEOK is Rebuilding the Medford FracAnadarko, Bakken, Natural Gas Liquids, Oneok, Permian, The Daley NoteONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. The move…READ
11Sep2024Coincidence? Permian Production is Primed to Pop as WTI FallsCrude, Enbridge, Energy Transfer, Enterprise, Permian, The Daley NotePermian Basin oil production is primed to grow along with natural gas in 4Q24 when Matterhorn Express Pipeline comes online.…READ
10Sep2024ONEOK the Consolidator (Medallion Edition)Crude, Energy Transfer, Equity, Natural Gas Liquids, Oneok, Permian, The Daley NoteONEOK (OKE) is buying Medallion Midstream for $2.6B and expanding into Permian crude gathering. Strategically the move makes sense, and…READ