Golden Pass Wants More Runway to Land the Plane
After the bankruptcy of its lead contractor, Golden Pass LNG is asking regulators for more time to complete construction on…
The Daley Note
$3.3B EnLink Deal Moves the Needle for ONEOK
Anadarko, ArkLaTex, EnLink, Equity, Natural Gas, Natural Gas Liquids, Oneok, Permian, The Daley Note
ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase move the needle in several ways: ENLC assets bridge…
All Aboard? Labor Strife May Derail Canadian Crude Imports
The Canadian government intervened to end a rail strike between the Teamsters and the country’s two largest rail companies. Yet…
Pipes, Plant Expansions Support Next Permian Growth Phase
Energy Transfer, Enterprise, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley sees Permian Basin gas production growing ~1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines.…
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…
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…