26Aug2026Not so Alone: Solitude Joins Packed Field to Open Permian Gas TakeawayEnergy Transfer, MPLX LP, Natural Gas, Permian, The Daley Note, Western Midstream PartnersThe massive Solitude Pipeline system adds an exclamation point to a new era in the Permian Basin: the end of…READ
7Jul2026Permian Producers Shutter Wells to Manage Negative Waha PricesCrude, Energy Transfer, Kinder Morgan, Kinetik, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream PartnersThe Permian gas pipeline bottleneck is forcing some producers to curtail or shut-in wells to limit their exposure to negative…READ
19May2026WES Passes on Kinetik With $1.6B Brazos Midstream AcquisitionExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream PartnersWestern Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…READ
26Feb2026Rumored WES-Kinetik Deal Could Juice Permian M&A, Bring More Suitors to TableConocoPhillips, Energy Transfer, EOG, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream PartnersWestern Midstream has approached Kinetik Holdings about a potential merger, the Financial Times reports. A buyout could jumpstart M&A activity…READ
11Feb2026Devon, Coterra Target $1B in Cuts in Latest E&P Mega-MergerAnadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream PartnersDevon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…READ
19Dec2025Would ET Sell Powder River System? Crestwood Deal Opens the DoorEnergy Transfer, Equity, Kinder Morgan, Powder River, The Daley Note, Western Midstream PartnersEnergy Transfer picked up a G&P system in the Powder River Basin when it bought Crestwood Equity in 2023 for…READ
17Oct2025Kinetik Poised to Cut Crude Ties? EPIC Deal Could Open Door to More SalesCrude, Equity, Permian, Plains, The Daley Note, Western Midstream PartnersKinetik’s recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more divestitures.…READ
31Jul2025Permian Gas at Crossroads: Market Headwinds Today, LNG Tailwinds Tomorrow?Crude, Energy Transfer, Kinder Morgan, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note, Western Midstream PartnersEast Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…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
20Mar2025WES Plans Big Investments in Permian Water InfrastructureEquity, Permian, The Daley Note, Western Midstream PartnersWestern Midstream has sanctioned the Pathfinder pipeline as part of a $400-450MM investment in produced-water infrastructure in the Delaware Basin,…READ