30Sep2026Why a Diesel Export Ban Would Backfire on TrumpCrude, ExxonMobil, MPLX LP, Oneok, Phillips 66, The Daley NoteThe White House is reportedly considering a 90-day ban on US diesel exports in an effort to bring down record…READ
29Sep2026Everyone Wants a Piece of US LNGCheniere Energy, LNG, Natural Gas, The Daley Note, Venture GlobalAlready in high demand, US LNG has become an even hotter commodity thanks to the Iran conflict. Market desperation has…READ
25Sep2026Plains Plants Flag in Powder River With $585MM Silver Creek DealCrude, Enbridge, Equity, Plains, Plains All American, Powder River, The Daley NotePlains All American has entered a deal to acquire the crude gathering and pipeline assets of Silver Creek Midstream for…READ
24Sep2026Will the US Ride to the Rescue of Global Crude? Just Wait.Crude, The Daley NoteCrude oil prices have surged past $100/bbl on fresh supply disruptions in the Middle East. It’s a scenario that typically…READ
23Sep2026Another One! Enbridge Tests Shipper Interest in New Permian Gas PipelineEnbridge, Energy Transfer, Natural Gas, Permian, Sempra Energy, The Daley NoteEnbridge on Sept. 15 launched a non-binding open season for its proposed West Texas Express, adding another potential outlet for…READ
22Sep2026Texas Permitting Freeze Hits Nearly 50% of Planned Data CentersData Centers, Natural Gas, The Daley NoteTexas’ pause on data-center permitting will affect nearly half of the projects planned in the state, amounting to 46 GW…READ
18Sep2026The Next NGL Export Terminal? Look to TargaNatural Gas Liquids, Targa, The Daley NoteTarga Resources appears to be laying the groundwork for another LPG export expansion on the Houston Ship Channel, potentially adding…READ
17Sep2026Crude Giant Enbridge Expands Cushing Routes in $2.55B Tallgrass AcquisitionCrude, Denver Julesberg, Enbridge, Natural Gas Liquids, Powder River, The Daley NoteEnbridge, North America’s largest crude pipeline player is extending its footprint through the Rockies. The company has inked an agreement…READ
16Sep2026Appalachia Producers are Done Buying PipeAntero, Data Centers, EQT, MPLX LP, Natural Gas, Northeast, The Daley NoteLured by growing local demand, Appalachia gas producers are walking away from long-haul firm transportation. Utica producer Ascent Resources cut…READ
15Sep2026Curtailment Boomerang: Kinetik Poised for Gains as New Pipes Unclog the PermianEquity, ExxonMobil, Kinetik, Natural Gas, Permian, The Daley NoteNegative Waha hub prices prompted some Permian producers to shut-in wells earlier this year, a factor that has weighed on…READ