3Oct2025Plains on the Prowl: Hunt for Crude Assets Could Land on Eagle Ford JVCrude, Eagle Ford, Enterprise, Equity, Plains, The Daley NotePlains All American is on the hunt for oil assets as it transforms into a crude oil midstream pure play.…READ
30Sep2025Crude Bottlenecks Threaten Permian Gas AmbitionsCrude, Energy Transfer, Enterprise, Natural Gas, Plains, The Daley NoteThe industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…READ
25Sep2025Junk or Jewels? Plains Plans NGL Asset Sale on Path to Crude Pure PlayCrude, Denver Julesberg, Equity, Keyera, Natural Gas Liquids, Phillips 66, Plains, The Daley NotePlains All American aims to become a crude oil midstream pure play, but a motley assortment of NGL assets stand…READ
19Aug2025ONEOK, Plains Take Control of BridgeTex Ahead of UpturnFundamentally Speaking, Oneok, Plains, WilliamsONEOK and Plains All American fully own BridgeTex Pipeline after buying out the 50% interest of OMERS. READ
15Aug2025ONEOK, Plains Take Control of BridgeTex Ahead of UpturnCrude, Enterprise, Equity, Oneok, Permian, Plains, The Daley NoteONEOK and Plains All American have taken over BridgeTex Pipeline, buying out the interest of the Ontario Municipal Employees Retirement…READ
12Aug2025Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, LosersCrude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley NoteDrilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…READ
8Aug2025Laggard Pipe Readies for Growth as Permian Egress TightensCrude, Oneok, Permian, Plains, The Daley NoteBridgeTex Pipeline, the last crude oil pipeline to fill from the Permian Basin to Houston, has revised its tariff to…READ
9Jul2025Plains Deal Transforms Keyera into NGL PowerhouseEquity, Keyera, Natural Gas Liquids, Pembina, Plains, The Daley Note, WCSBKeyera’s (KEY.TO) $3.75B acquisition of Plains All American’s (PAA) Canadian NGL assets transforms the company into a coast-to-coast powerhouse with…READ
24Jun2025PAA Sells NGL Assets for $3.75B. Who’s Next for the All American Team?Crude, Equity, Keyera, Natural Gas Liquids, Permian, Plains, The Daley Note, WCSBPlains All American will inject ~$3.0B of proceeds into its war chest following the announced sale of its Canadian NGL…READ
11Apr2025Competition Heats Up for Committed DJ BarrelsCrude, Denver Julesberg, Energy Transfer, Oneok, Plains, The Daley NoteOil production in the Denver-Julesburg Basin is slowing, which means competition for committed barrels has intensified. The four main pipelines…READ