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
16Jul2025Reading the 2Q25 Earnings Tea Leaves – Volumes OutlookArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley NoteThe 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…READ
1May2025Why This Keystone Spill is DifferentCrude, Equity, South Bow, TC Energy, The Daley NoteThe Keystone Pipeline suffered an oil spill in early April that prove costly for South Bow (SOBO), which no longer…READ
27Feb2025Pipeline ‘Graveyard’ Could Dampen Steel Tariff ImpactsEquity, Kinder Morgan, South Bow, TC Energy, The Daley Note, WilliamsPresident Trump has ordered a new 25% tariff on steel imports that could raise costs for pipeline projects, though East…READ
17Oct2024New Name South Bow Fills Investor NicheCrude, Equity, South Bow, TC Energy, The Daley NoteSouth Bow Corp. (SOBO) became an independent pipeline company October 1 following its spinoff from TC Energy (TRP). Investors interested…READ