5Feb2025Hess Takes the Over on Bakken GrowthBakken, Natural Gas, Natural Gas Liquids, Oneok, The Daley NoteEast Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM)…READ
4Feb2025Executive Order Could Break Oil Terminal LogjamCrude, Enbridge, Energy Transfer, Enterprise, Phillips 66, The Daley NotePresident Trump signed an executive order intended to boost US energy production that could be just the ticket to break…READ
31Jan2025KMI Reports: What to Watch in 4Q EarningsEquity, Kinder Morgan, Natural Gas, The Daley NoteKinder Morgan reported 4Q24 results and gave midstream investors the first data points of the earnings season. There were a…READ
30Jan2025Who’s the Next Ethane Customer? INEOS a Likely TargetEnergy Transfer, Enterprise, Natural Gas Liquids, The Daley NoteGlobal petrochemicals plan to source more abundant US ethane, and East Daley suspects INEOS is on the short list.READ
29Jan2025Plaquemines LNG Start Lifts KMI, Enbridge PipesEnbridge, Kinder Morgan, Natural Gas, The Daley NoteStartup of Plaquemines LNG is boosting flows on Kinder Morgan and Enbridge gas pipelines, passing 1.3 Bcf/d last week from…READ
28Jan2025KMI’s Trident Project Pops a Texas Gas BubbleKinder Morgan, Natural Gas, Permian, The Daley NoteKinder Morgan (KMI) is moving forward with the $1.7B Trident Intrastate Pipeline to connect Permian gas to LNG export demand…READ
24Jan2025Plains Adds Permian, Eagle Ford Gathering for $670MMCrude, Eagle Ford, Equity, Permian, Plains, The Daley NotePlains All American Pipeline (PAA) made several bolt-on acquisitions totaling $670MM to expand its crude oil gathering footprint in the…READ
22Jan2025LNG Investors Await Warmer Embrace by TrumpEnergy Transfer, Natural Gas, The Daley NoteThe LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a…READ
16Jan2025Canada Conquers BackCrude, Enbridge, Equity, Permian, The Daley NotePresident-elect Trump recently suggested Canada could be taken over. Yet ENB is the market alpha in crude oil midstream and…READ
15Jan2025Winter Blitz Calls Transco Expansions into ActionEquity, Natural Gas, The Daley Note, WilliamsWinter storms have ignited heating demand and increased flows on new expansions of Williams’ (WMB) Transcontinental pipeline, including the Southside…READ