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
21Mar2025Double H Conversion Creates Risk for DJ Oil PipesCrude, Denver Julesberg, Equity, Kinder Morgan, Plains, The Daley NoteDouble H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Gurnsey hub and on downstream…READ
24Jan2025Plains Adds Permian, Eagle Ford Gathering for $670MMCrude, Eagle Ford, Equity, Permian, Plains, The Daley NotePlains All American Pipeline (PAA) made several bolt-on acquisitions totaling $670MM to expand its crude oil gathering footprint in the…READ
10Dec2024More Permian Barrels Find a Home in CushingBakken, Crude, Denver Julesberg, Kinder Morgan, Permian, Plains, The Daley NoteCrude flows are shifting to Cushing hub, creating more demand for northbound service from the Permian.READ
22Aug2024Energy Transfer, True Co. Fight for Next Bakken BarrelBakken, Crude, Enbridge, Energy Transfer, Plains, The Daley NoteEast Daley expects the competition to move crude oil production growth from the Bakken will come down to two pipelines.READ
7May2024Pipeline Work Will Disrupt Permian Crude FlowsCrude, Energy Transfer, Enterprise, MPLX LP, Permian, PlainsMaintenance work on the Wink-to-Webster and Midland-to-Echo III pipelines will disrupt crude flows out of the Permian Basin in June.READ
12Jan2024DJ Basin Crude Recovery is Nearly CompleteCrude, Energy Transfer, Equity, Oneok, Plains, The Daley NoteOil production from the Denver Julesburg Basin has been steadily rebounding off lows hit in the 2020 downturn and will…READ
27Jul2023From Boom to Change: The Shifting Permian Crude RatesCrude, Enbridge, Plains, The Daley NoteThe average transportation rate to take a barrel of crude oil from the Permian to Corpus Christi is changing, and…READ