Propane Supply is Growing Faster Than You Think
There is materially more propane supply hitting the market than most participants are pricing in. The latest monthly EIA data…
The Daley Note
Midwest Demand Growth Drives $1.5B Columbia Gas Expansion
TC Energy plans to invest $1.5B to meet load growth on the Columbia Gas system, part of a trend of…
When Production Grows, Who Gets Paid?
Energy investors know the growth story. Permian volumes are rising. Producer activity is shifting, and new wells are coming online.…
WES Passes on Kinetik With $1.6B Brazos Midstream Acquisition
ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream Partners
Western Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…
Western Gateway Won’t Rescue California from Petrol Crunch
Phillips 66 and Kinder Morgan cleared a key commercial hurdle for the Western Gateway Pipeline on April 20, announcing that…
The Bakken is Back
Fallout from the Iran conflict has pushed crude prices higher and renewed focus on oil-weighted basins like the Bakken. East…
Southwest Weans Off Coal Thanks to New Permian Pipeline
A new pipeline out of the Permian Basin will enable utilities in Arizona to convert several coal plants to run…
Texas GulfLink Breaks Logjam Hampering Crude Exports
Sentinel Midstream is answering the call for more crude oil export infrastructure. While disruptions tied to the Iran conflict have…
Bridger Blows Through Nameplate on Gains from KMI Pipe Closure
Kinder Morgan’s refurbishing of Double H Pipeline is proving a bonanza for competitor True Companies and its Bridger system in…
Propane Balance Hinges on Enterprise Expansion
Enterprise Products’ Neches River Terminal Phase 2 expansion is emerging as a key swing factor for the 2026 propane balance.…