Producers Bump Up Guidance in Response to Higher Crude Prices
East Daley’s updated survey of Permian Basin operators points to 3.3% growth in oil production in 2026, or a gain…
Permian
Ethane Exports Keep Ripping, Spurred by Middle East Disruptions
Bakken, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…
Propane Supply is Growing Faster Than You Think
There is materially more propane supply hitting the market than most participants are pricing in. The latest monthly EIA data…
Bridger Volumes Ramp on Gains from KMI Pipe Closure
Kinder Morgan’s refurbishing of Double H Pipeline is proving a bonanza for competitor True Companies and its Bridger system in…
When Production Grows, Who Gets Paid?
Energy investors know the growth story. Permian volumes are rising. Producer activity is shifting, and new wells are coming online.…
WES Passes on Kinetik With $1.6B Brazos Midstream Acquisition
ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream Partners
Western Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…
ONEOK Rebuilds Medford Frac to Unlock NGL Optionality
Bakken, Energy Transfer, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66
ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma, a project East Daley sees as key to optimizing OKE’s…
Southwest Weans Off Coal Thanks to New Permian Pipeline
A new pipeline out of the Permian Basin will enable utilities in Arizona to convert several coal plants to run…
Western Gateway Advances Amid Soaring West Coast Fuel Prices
Phillips 66 and Kinder Morgan advanced the Western Gateway Pipeline after securing strong shipper commitments, positioning the project to help…
The Market Underestimates Propane Supply
There is materially more propane supply hitting the market than most participants are pricing in.