Permian

29Aug2024

Pipes, Plant Expansions Support Next Permian Growth Phase

Energy Transfer, Enterprise, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream Partners

East Daley sees Permian Basin gas production growing ~1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines.…

READ

28Aug2024

Enterprise Buys Pinon Assets, Makes Play for Delaware Sour Gas

Enterprise, Kinetik, Natural Gas, Permian, Targa, The Daley Note

Enterprise Products agreed to purchase sour gas gathering and treating infrastructure from Pinon Midstream for $950MM in cash. The deal…

READ

27Aug2024

One Simple Trick to Solve ONEOK Contracting Risk

EnLink, Natural Gas Liquids, Oneok, Permian, The Daley Note

ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, its Permian NGL pipeline. OKE can mitigate…

READ

23Aug2024

Get Ready for the Permian Redirect

Kinder Morgan, Natural Gas, Permian, The Daley Note

Permian operators will soon have options for their gas. The start-up of Matterhorn pipeline for a brief window will shift…

READ

20Aug2024

Pinnacle Deal Lowers Volume Risk for PSX, Sand Hills Pipeline

Equity, Natural Gas Liquids, Permian, The Daley Note

While the Permian NGL sector is in expansion mode, Phillips 66 (PSX) is one of the few not building new…

READ

13Aug2024

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note

Permian NGL takeaway capacity is extremely tight now, but that dynamic is about to change, according to East Daley’s basin…

READ

7Aug2024

Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

Enbridge, MPLX LP, Natural Gas, Permian, Targa, The Daley Note

A Whitewater-backed investor group has reached FID on Blackcomb Pipeline, a new 42-inch gas line out of the Permian Basin.…

READ

30Jul2024

Matterhorn Pipe Start Pushed to 4Q24

EnLink, Natural Gas, Permian, The Daley Note

The expected start-up of the Matterhorn Express Pipeline has been pushed to 4Q24, according to a recent update by the…

READ

26Jul2024

Start of ADCC Pipe Clouds View of South Texas Market

Eagle Ford, Natural Gas, Permian, The Daley Note

Whistler Pipeline and Cheniere Energy have started service on the ADCC Pipeline to the Corpus Christi LNG facility. The new…

READ

24Jul2024

Only a Matter of Time: Energy Transfer Gets Its Piece of NuStar

Crude, Energy Transfer, NuStar, Permian

Energy Transfer (ET) and Sunoco LP (SUN) announced a joint venture combining their Permian crude and water gathering assets, with…

READ