2Jan2025Best of 2024: One Simple Trick to Solve ONEOK Contracting RiskEnLink, Natural Gas Liquids, Oneok, Permian, The Daley NoteONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, its Permian NGL pipeline. OKE can mitigate…READ
1Jan2025Best of 2024: Big Ethane Contracts Scramble the NGL OutlookEnergy Transfer, Enterprise, Natural Gas Liquids, Permian, The Daley NoteEnterprise Products (EPD) has quietly thrown a wrench into NGL markets, announcing 450 Mb/d of ethane export commitments.READ
31Dec2024Best of 2024: Blackcomb FID Could be Knockout Blow to Permian Pipe CompetitionEnbridge, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteA Whitewater-backed investor group has reached FID on Blackcomb Pipeline, a new 42-inch gas line out of the Permian Basin.…READ
24Dec2024The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy TransferCrude, Energy Transfer, Equity, NuStar, PermianSunoco’s $7.3B NuStar buy could drive earnings and future synergies with Energy Transfer, adding growth options and refining Sunoco’s crude…READ
17Dec2024ET Pipe FID Delivers Risk of a Permian OverbuildEnergy Transfer, Natural Gas, Permian, The Daley NoteEnergy Transfer will move forward with the $2.7B Hugh Brinson Pipeline (formerly the Warrior Pipeline). The final decision is a…READ
10Dec2024More Permian Barrels Find a Home in CushingBakken, Crude, Denver Julesberg, Kinder Morgan, Permian, Plains, The Daley NoteCrude flows are shifting to Cushing hub, creating more demand for northbound service from the Permian.READ
6Dec2024Make Way for Matterhorn: Ramp at Katy Creates Intrastate RivalsEnergy Transfer, Enterprise, Natural Gas, Permian, The Daley NoteA fast ramp by the Matterhorn pipeline appears to backing out natural gas from several pipelines at the Katy hub.READ
5Dec2024ONEOK Reaches $4.3B Deal to Complete EnLink MergerAnadarko, ArkLaTex, Natural Gas, Natural Gas Liquids, Oneok, Permian, The Daley NoteONEOK will fully merge with EnLink Midstream after reaching an agreement to acquire the rest of ENLC’s units for $4.3B.READ
22Nov2024Coterra Rides Permian Consolidation WaveKinetik, Natural Gas, Permian, Targa, The Daley NoteCoterra Energy (CTRA) is expanding its foothold in the northern Delaware Basin, acquiring assets of Franklin Mountain Energy and Avant…READ
20Nov2024Kinetik Expansion to Unlock Permian SupplyCrude, Equity, Kinetik, Natural Gas, Permian, The Daley NoteKinetik (KNTK) is expanding its operations in New Mexico, building a new pipeline that will link the Durango G&P assets…READ