20Mar2025WES Plans Big Investments in Permian Water InfrastructureEquity, Permian, The Daley Note, Western Midstream PartnersWestern Midstream has sanctioned the Pathfinder pipeline as part of a $400-450MM investment in produced-water infrastructure in the Delaware Basin,…READ
19Mar2025The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data CentersEquity, Kinder Morgan, Natural Gas, Permian, The Daley NoteData centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. East Daley is watching a Permian…READ
13Mar2025Permian NGL Race Heats Up as MPLX Strikes Deal for BANGLEquity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, The Daley NoteMPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from WhiteWater and Diamondback Energy. The deal expands…READ
12Mar2025Producers Guide to 300 Mb/d of Permian Oil Growth in ‘25Crude, Permian, The Daley NoteOperators indicate crude oil production in the Permian Basin will grow 306 Mb/d (+4.8%) on average from 2024 to ’25,…READ
11Mar2025Pipelines Advance Supply Deals for Texas Data CentersEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NotePipelines have advanced several deals recently to supply data centers in Texas. The commercial momentum moves the hype behind data…READ
6Mar2025Targa Tacks on New Infrastructure Targeting Permian NGLsNatural Gas Liquids, Permian, Targa, The Daley NoteA significant amount of infrastructure is being built by 2029 to handle NGL processing, transportation, fractionation and distribution. Targa Resources…READ
26Feb2025Kinetik’s Durango Deal Pays Off as Rigs Double on SystemEquity, Kinetik, Natural Gas, PermianKinetik’s (KNTK) acquisition of Durango Midstream is paying dividends as rig counts have doubled on the G&P system in the…READ
13Feb2025Data Centers’ Voracious Power Demand Drives Gas RenaissanceNatural Gas, Permian, The Daley NoteThe data center industry is growing rapidly and creating significant upside for natural gas. East Daley’s base case projects up…READ
12Feb2025The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL ProjectsEquity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, The Daley NoteONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement…READ
11Feb2025AI Boom Comes to Texas, Sparking Natural Gas Demand SurgeEnergy Transfer, Natural Gas, Permian, The Daley NoteNew natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to…READ