27Feb2026Valero Leans Into Venezuelan Crude as Sanctions Ease, Creating Risk for Canadian BarrelsChevron, Crude, Phillips 66, South Bow, The Daley NoteValero Energy is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows reopen.…READ
24Feb2026Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost EarningsAntero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsEnterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…READ
18Feb2026We Know Matador’s 4Q25 Permian Volumes. Do You?Antero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsIgnore the red cape – we know Matador’s real volumes.READ
12Feb2026Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL FightEnergy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley NoteEnterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…READ
11Feb2026Devon, Coterra Target $1B in Cuts in Latest E&P Mega-MergerAnadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream PartnersDevon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…READ
6Feb2026KMI, Phillips 66 Eye California Demand as Western Gateway AdvancesCrude, Kinder Morgan, Oneok, Phillips 66, The Daley NoteCalifornia’s refined products demand is in the spotlight after Phillips 66 and Kinder Morgan launched a second open season for…READ
4Feb2026Permian Crude Supply Takes a Hit from Winter Storm FernAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Permian, Phillips 66, VenezuelaWinter Storm Fern, one of the strongest Arctic fronts in decades, pushed through the Lower 48 the last week of…READ
28Jan2026KMI, Phillips 66 Eye California Demand as Western Gateway AdvancesAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Permian, Phillips 66, VenezuelaCalifornia’s demand for refined products is in the spotlight after Phillips 66 (PSX) and Kinder Morgan (KMI) launched a second…READ
23Dec2025Top Stories of 2025: EPIC! $2.2B Deal Vaults Phillips 66 to Midstream EliteEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteTop Stories of 2025: Phillips 66 will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX…READ
12Dec2025Sinclair Proposes Rockies Route to Fill Western Products ShortfallCrude, Denver Julesberg, Green River, Kinder Morgan, Oneok, Phillips 66, Powder River, The Daley Note, UintaHF Sinclair has thrown its hat in the ring to meet a looming refined products shortfall in California and the…READ