27Aug2026Cactus III Expansion Targets Thorny Corpus Shipping SituationCrude, Kinetik, Permian, Plains, The Daley NotePlains All American plans to bring a 75 Mb/d expansion of Cactus III Pipeline online by the end of August,…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
19Aug2026Cactus III Expansion to Add 75 Mb/d by End-AugustAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Kinetik, Northeast, Permian, Plains, Powder River, Uinta, WCSBPlains All American plans to bring a 75 Mb/d expansion of Cactus III Pipeline online by the end of August,…READ
3Jun2026A Small FERC Rate Change Could Slash $1 Billion from Pipeline EarningsCrude, Enbridge, Energy Transfer, Equity, Oneok, Plains, The Daley NoteThe Federal Energy Regulatory Commission’s latest oil pipeline index reset looks small on paper. In reality, it could remove more…READ
14Apr2026Iran War, Higher Oil Prices Knock Down EDA Gas ForecastAnadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley NoteWe have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…READ
31Mar2026At $100 Crude, Permian Pipes Fill Faster Than You ThinkCrude, Enbridge, Enterprise, Pembina, Permian, Plains, The Daley NoteConflict in the Middle East has disrupted the stay-the-course narrative embraced by most Permian producers at the start of 2026.…READ
23Jan2026Permian M&A: Consolidating the Edge to Fortify the CoreEquity, Green River, Kinetik, MPLX LP, Oneok, Permian, Plains, Targa, The Daley Note, UintaMidstream companies in 2025 accelerated efforts to vertically integrate, driving a rotation of capital out of lower-synergy, non-core assets and…READ
21Oct2025Chevron Puts $2B in DJ Assets Up for SaleChevron, Crude, Denver Julesberg, Equity, Oneok, Plains, The Daley NoteChevron is exploring a sale of pipeline assets in the Denver-Julesburg Basin that could fetch over $2B, Reuters reports. East…READ
17Oct2025Kinetik Poised to Cut Crude Ties? EPIC Deal Could Open Door to More SalesCrude, Equity, Permian, Plains, The Daley Note, Western Midstream PartnersKinetik’s recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more divestitures.…READ
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