28Jul2026LNG Gets the Bends: High Nitrogen Content Plagues Some Project RampsCheniere Energy, LNG, Natural Gas, Permian, The Daley NoteElevated nitrogen content in natural gas flowing from the Permian Basin is creating operational hazards for some LNG exporters. The…READ
22Jul2026South Bow, Bridger Project Targets Cushing but Could Face Environmental ScrutinyAnadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Green River, Haynesville, MountainWest, Northeast, Permian, Powder River, San Juan, South Bow, TC Energy, Uinta, WCSBBridger Pipeline and South Bow reportedly plan to develop a new pipeline to move Canadian crude oil from Guernsey, WY…READ
22Jul2026Waha Gains Reset Permian Ethane EconomicsEnergy Transfer, Ethane, Kinder Morgan, Natural Gas, Natural Gas Liquids, Permian, Phillips 66, The Daley NoteThe startup of two Permian pipeline expansions has helped pull Waha natural gas prices out of persistently negative territory, materially…READ
17Jul2026The Era of Cheap Ethane is OverAnadarko, Delaware Basin, Natural Gas Liquids, NGL Insider, Permian, Phillips 66The commissioning of the GCX expansion on June 10 marked a structural shift in Permian ethane economics. Waha natural gas…READ
16Jul2026Hugh Brinson Starts Intrastate Service, but Full Ramp Is Still AheadEnergy Transfer, Permian, The Daley NoteEnergy Transfer’s Hugh Brinson Pipeline has begun moving intrastate natural gas months ahead of the project’s full operational date, according…READ
15Jul2026TMX Bought Canada Time – But the Next Pipeline Decision Is ApproachingAnadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Green River, Haynesville, MountainWest, Northeast, Permian, Powder River, San Juan, South Bow, TC Energy, Uinta, WCSBThe Trans Mountain Expansion (TMX) relieved Western Canada’s crude oil bottleneck when it entered service in 2024, adding nearly 600…READ
8Jul2026As TMX Fills, Canada’s Next Wave of Midstream Projects Take ShapeAnadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Green River, Haynesville, MountainWest, Northeast, Permian, Powder River, San Juan, South Bow, TC Energy, Uinta, WCSBWestern Canada’s pipeline outlook is returning to focus as crude production growth begins to absorb the spare capacity created by…READ
7Jul2026Permian Producers Shutter Wells to Manage Negative Waha PricesCrude, Energy Transfer, Kinder Morgan, Kinetik, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream PartnersThe Permian gas pipeline bottleneck is forcing some producers to curtail or shut-in wells to limit their exposure to negative…READ
1Jul2026Top Stories Mid-2026: How the Iran War is Bearish for US GasBakken, Crude, Eagle Ford, Natural Gas, Permian, Powder River, The Daley NoteThe Iran conflict has injected a risk premium into global crude markets, pushing up not only near-term prices but also…READ
30Jun2026Top Stories Mid-2026: A Hidden Constraint Limits Permian Gas GrowthDelaware Basin, Energy Transfer, Natural Gas, Permian, Summit, The Daley NoteGas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…READ