Just in Time. For a Year that Won't Wait.

The Daley Note

31Dec2025

Sour Gas is a Sweet Opportunity for Midstream

Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note

Top Stories of 2025: Managing sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the…

30Dec2025

Top Stories of 2025: EPD Refused License to Export Ethane. What is the Risk to Midstream?

Energy Transfer, Enterprise, Equity, Natural Gas Liquids, The Daley Note

Top Stories of 2025: Restrictions on US ethane exports to China have come to a head for the energy sector.…

26Dec2025

Top Stories of 2025: Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers

Energy Transfer, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley Note

Top Stories of 2025: Tallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies…

24Dec2025

Top Stories of 2025: Ambitious Plaquemines Ramp Raises Stakes on Gas Supply

ArkLaTex, Natural Gas, The Daley Note

Top Stories of 2025: Venture Global plans to rapidly expand production at its Plaquemines LNG project in 2025, creating more…

23Dec2025

Top Stories of 2025: EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Energy Transfer, Enterprise, Equity, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note

Top Stories of 2025: Phillips 66 will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX…

19Dec2025

Would ET Sell Powder River System? Crestwood Deal Opens the Door

Energy Transfer, Equity, Kinder Morgan, Powder River, The Daley Note, Western Midstream Partners

Energy Transfer picked up a G&P system in the Powder River Basin when it bought Crestwood Equity in 2023 for…

18Dec2025

Antero High-Grades Appalachian Portfolio, Takes on More Liquids in Pair of Deals

Antero, Equity, Natural Gas, Natural Gas Liquids, Northeast, The Daley Note

Antero Resources announced a pair of transactions that reshape its Appalachian portfolio. The producer will acquire HG Energy II’s upstream…

17Dec2025

ET Considers Converting NGL Line to Ride Permian Gas Boom

Energy Transfer, Enterprise, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note

Energy Transfer is evaluating whether to convert a Permian NGL trunkline to natural gas service, a move that would ride…

16Dec2025

Enbridge, Energy Transfer Team on Project to Backfill DAPL Crude

Bakken, Crude, Enbridge, Energy Transfer, The Daley Note

Enbridge and Energy Transfer are working together on a project to move Canadian crude oil through the Dakota Access Pipeline…

12Dec2025

Sinclair Proposes Rockies Route to Fill Western Products Shortfall

Crude, Denver Julesberg, Green River, Kinder Morgan, Oneok, Phillips 66, Powder River, The Daley Note, Uinta

HF Sinclair has thrown its hat in the ring to meet a looming refined products shortfall in California and the…

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