Storage Deficits are the New Reality in Gas, Putting a Strain on Prices
For the first time in nearly a year, natural gas traders are contending with substantial storage deficits following disruptions from…
The Daley Note
Delaware Takes Center Stage as Producers Expand Search for Permian Crude
More Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador Resources’ (MTDR) real volumes. East Daley believes we have a good bead…
Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL Fight
Energy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley Note
Enterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…
Devon, Coterra Target $1B in Cuts in Latest E&P Mega-Merger
Anadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream Partners
Devon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…
Developers Plan Gulf Coast Storage to Manage Explosive LNG Growth
LNG demand along the Gulf Coast is expected to more than double by the end of the decade, requiring significant…
KMI, Phillips 66 Eye California Demand as Western Gateway Advances
California’s refined products demand is in the spotlight after Phillips 66 and Kinder Morgan launched a second open season for…
Regime Change in the Permian? Plant Data Shows Rotation as Growth Slows
Growth is slowing in the Permian Basin. Plant inlet data and residue samples in Energy Data Studio don’t point to…
NGL Supply Growth Butts Up Against Frac Capacity
Fractionation capacity is an underappreciated constraint in the US NGL value chain, and the limits are being tested. Rapid growth…
Golden Pass LNG Receives Cooldown Cargo, Moves Closer to Startup
Golden Pass LNG is inching closer to a long-anticipated startup. The latest Gulf Coast export facility could begin making LNG…