Enterprise Buys Pinon Assets, Makes Play for Delaware Sour Gas
Enterprise Products agreed to purchase sour gas gathering and treating infrastructure from Pinon Midstream for $950MM in cash. The deal…
The Daley Note
One Simple Trick to Solve ONEOK Contracting Risk
ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, its Permian NGL pipeline. OKE can mitigate…
Get Ready for the Permian Redirect
Permian operators will soon have options for their gas. The start-up of Matterhorn pipeline for a brief window will shift…
Energy Transfer, True Co. Fight for Next Bakken Barrel
East Daley expects the competition to move crude oil production growth from the Bakken will come down to two pipelines.
Williams Starts Transco Expansion Despite Court Challenge
Williams (WMB) has started service on Phase 2 of the Regional Energy Access expansion despite a US appeals court vacating…
Pinnacle Deal Lowers Volume Risk for PSX, Sand Hills Pipeline
While the Permian NGL sector is in expansion mode, Phillips 66 (PSX) is one of the few not building new…
Mexico’s First LNG Cargo Sails, Launching New Business for Pipes
New Fortress Energy has loaded the first cargo from its floating LNG platform offshore Altamira. The start-up of Mexico’s first…
Capline Rolls With New Crude Market Reality
Faced with a loss of Canadian barrels, Capline Pipeline could become a supplier of light sweet Bakken crude to the…
Southeast Demand Growth Drives KMI, Williams Expansions
Kinder Morgan and (KMI) and Williams (WMB) are expanding pipeline systems to capture growing natural gas demand in the Southeast.…
Permian NGL Dynamic Ready to Flip, Leaving Some Behind
Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note
Permian NGL takeaway capacity is extremely tight now, but that dynamic is about to change, according to East Daley’s basin…