30Sep2026Why a Diesel Export Ban Would Backfire on TrumpCrude, ExxonMobil, MPLX LP, Oneok, Phillips 66, The Daley NoteThe White House is reportedly considering a 90-day ban on US diesel exports in an effort to bring down record…READ
23Sep2026US Can Backfill Only So Much of Global Crude Supply GapAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBMiddle East supply disruptions have pushed WTI above $100/bbl, increasing pressure on the US to supply more crude and refined…READ
16Sep2026Enbridge Expands Routes to Cushing With $2.55B Tallgrass AcquisitionAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBEnbridge is extending its turf through the Rockies to Cushing. The company has inked an agreement to purchase Tallgrass Energy’s…READ
9Sep2026Permian Growth Story Broadens Following 2Q26 EarningsAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBPermian growth is becoming more broad-based in 2026, with Exxon still leading but Diamondback, Permian Resources, Matador, OXY and ConocoPhillips…READ
2Sep2026The Easy Expansions are Growing Scarce out of PermianAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBPermian crude takeaway still has room to grow, but the pool of viable brownfield expansion projects to the Gulf Coast…READ
26Aug2026Western Gateway FID Takes Aim at California’s Tightening Products MarketAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Northeast, Permian, Phillips 66, Plains, Powder River, Uinta, WCSBCalifornia’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final…READ
21Aug2026Western Gateway is a $5B Bet on Tighter California Products MarketCrude, Kinder Morgan, Phillips 66, Refined Products, The Daley NoteCalifornia’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final…READ
11Aug2026Shell, Phillips 66 Test Market for Explorer Pipeline StakeCrude, Energy Transfer, Equity, MPLX LP, Phillips 66, Refined Products, The Daley NoteShell and Phillips 66 are testing interest in their combined 60.5% stake in Explorer Pipeline at a valuation near $3.5B,…READ
31Jul2026Record Propane Stocks Raise Risk of Year-End Price PressureAnadarko, Delaware Basin, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, Phillips 66, TargaUS propane and propylene inventories increased 7% W-o-W for the week ending July 17, the largest weekly percentage gain since…READ
30Jul2026Ghost of Keystone Could Haunt South Bow, Bridger Pipe ProposalCrude, Enbridge, Phillips 66, South Bow, The Daley Note, WCSBBridger Pipeline and South Bow reportedly plan to develop a new pipeline to move Canadian crude oil from Guernsey, WY…READ