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
29Apr2025Tariffs, Volatility Hit Pause on Data Center PlansEquity, Natural Gas, TC Energy, The Daley NoteMarket volatility is prompting Microsoft (MSFT) to re-evaluate investments in data centers. Tariffs also complicate the outlook and could have…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
5Nov2024Midstreamer Bucks the Haynesville SlumpArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, TC Energy, The Daley Note, WilliamsHaynesville gas production has fallen over 3 Bcf/d in 2024, dragging volumes down on many of the largest gathering systems.…READ
1Nov2024Bison Xpress a Key Piece of Bakken JigsawKinder Morgan, Natural Gas, TC Energy, The Daley NoteEast Daley is closely watching TC Energy’s Bison XPress to expand gas takeaway from the Bakken. The project is one…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
20Sep2024New Projects to Open Bakken NGL MarketsBakken, Equity, Kinder Morgan, Natural Gas, Natural Gas Liquids, Oneok, TC Energy, The Daley NoteThe market for Bakken NGLs is set to open from several new pipeline projects.READ
12Sep2024Enbridge Lowers Spot Rates as Canadian Pipe Competition Heats UpCrude, Enbridge, TC Energy, The Daley NoteEnbridge Mainline is lowering spot rates in joint tariffs to incentivize deliveries to the Gulf Coast, an acknowledgement of new…READ
16Aug2024Mexico’s First LNG Cargo Sails, Launching New Business for PipesEnbridge, Natural Gas, TC Energy, The Daley NoteNew Fortress Energy has loaded the first cargo from its floating LNG platform offshore Altamira. The start-up of Mexico’s first…READ
26Jun2024Evangeline Pass Adds Capacity, Tightens Southeast MarketsEnbridge, Kinder Morgan, Natural Gas, TC Energy, The Daley NoteVenture Global’s Plaquemines LNG will be the next LNG facility to come online, adding ~3.4 Bcf/d of new demand in…READ