16May2025Destination North Dakota? Mystery Demand Drives Competing Bakken ProjectsBakken, DTM Midstream, Natural Gas, Oneok, The Daley NoteNorth Dakota has seen interest in new gas pipeline construction, with WBI Energy Transmission and Intensity Infrastructure Partners both holding…READ
14May2025Woodside’s Bold LNG Bet Adds to Demand WaveArkLaTex, Energy Transfer, Natural Gas, Southeast Gulf, The Daley NoteWoodside Energy will move forward with the Louisiana LNG project without a diversified customer base. The $17.5B FID is a…READ
13May2025What Slowdown? Permian Processing Expansions Plow Ahead at $60 OilEnterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note, Western Midstream PartnersDespite lower WTI prices, the rush is still on to build gas processing in the Permian Basin. Developers have used…READ
2May2025Change to Refining Rules to Lift Butane SupplyNatural Gas Liquids, The Daley NoteA change to gasoline refining standards is set to increase butane supply at refiners serving the Midwest.READ
1May2025Why This Keystone Spill is DifferentCrude, Equity, South Bow, TC Energy, The Daley NoteThe Keystone Pipeline suffered an oil spill in early April that prove costly for South Bow (SOBO), which no longer…READ
30Apr2025Sorry, Trump Can’t Save This PipelineEnbridge, Equity, Natural Gas, Northeast, The Daley Note, WilliamsThe Constitution Pipeline has caught the eye of President Trump, who said he wants to see it built in the…READ
29Apr2025Tariffs, Volatility Hit Pause on Data Center PlansEquity, Natural Gas, TC Energy, The Daley NoteMarket volatility is prompting Microsoft (MSFT) to re-evaluate investments in data centers. Tariffs also complicate the outlook and could have…READ
25Apr2025WhiteWater Group FIDs Traverse Pipeline to Integrate South Texas MarketEagle Ford, Enbridge, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteWhiteWater Midstream and partners MPLX, Enbridge and Targa Resources will move ahead with the Traverse Pipeline in South Texas.READ
24Apr2025China Trade Fight Could Ruin Bullish Propane OutlookEnergy Transfer, Enterprise, Natural Gas Liquids, Targa, The Daley NoteThe US propane market was on pace for a strong year in 2025, before a trade fight erupted between Washington…READ
23Apr2025Developers Eye Gulf Coast Storage to Manage Regional GrowthArkLaTex, Natural Gas, Permian, The Daley NoteNeuVentus is developing a new natural gas storage hub, the Texas Reliability Underground (TRU) project, part of an industry push…READ