4Dec2025NESE Watch: Monster Pipe Project Resurfaces in New YorkNatural Gas, Northeast, The Daley Note, WilliamsWilliams has secured three crucial state permits for its Northeast Supply Enhancement project, bringing the once-dead pipeline expansion back to…READ
3Dec2025Non-Core Asset of the Week: Fayetteville Express PipelineBakken, Fundamentally Speaking, WilliamsEnergy Transfer (ET) and Kinder Morgan (KMI) each own 50% of the 2.0 Bcf/d Fayetteville Express Pipeline (FEP), a 185-mile,…READ
2Dec2025Non-Core Asset of the Week: Fayetteville Express PipelineBakken, Fundamentally Speaking, WilliamsEnergy Transfer (ET) and Kinder Morgan (KMI) each own 50% of the 2.0 Bcf/d Fayetteville Express Pipeline (FEP), a 185-mile,…READ
20Nov2025SM Energy, Civitas to Merge, With Room to Cut in Several BasinsDenver Julesberg, Eagle Ford, Kinder Morgan, Permian, Targa, The Daley Note, Uinta, WilliamsSM Energy and Civitas Resources will merge in a $12.8B deal, creating a formidable E&P company in the Permian, Denver-Julesburg…READ
18Nov2025ET May Upsize Desert Southwest Project After Strong Open SeasonBakken, Fundamentally Speaking, WilliamsEnergy Transfer (ET) is looking to upsize its Desert Southwest pipeline after selling out the initial 1.5 Bcf/d of capacity in a recent open season. The…READ
11Nov2025Williams Takes LNG Plunge in Woodside DealBakken, Fundamentally Speaking, WilliamsWilliams (WMB) has jumped into the LNG business in a big way. The company reached a strategic partnership with Woodside…READ
7Nov2025Non-Core Asset of the Week: Jonah GatheringEnterprise, Equity, Green River, MPLX LP, Oneok, Permian, The Daley Note, WilliamsEnterprise Products plans major investments in the Permian Basin, yet its assets in the Rockies are underused. East Daley Analytics…READ
4Nov2025Williams Takes LNG Plunge in $1.9B Woodside DealArkLaTex, Dirty Little Secrets, Haynesville, Natural Gas, The Daley Note, WilliamsWilliams (WMB) has jumped into the LNG business in a big way. The company reached a strategic partnership with Woodside…READ
28Oct2025Reading the 3Q25 Tea Leaves: Wind in the Sails for WilliamsDTM Midstream, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, The Daley Note, WilliamsKinder Morgan kicked off 3Q25 earnings last Wednesday, posting strong 9% Y-o-Y growth in gas gathering volumes that matched East…READ
16Oct2025Mustang Express Fast-Tracks Permian Molecules to LNG DemandKinder Morgan, Natural Gas, Permian, The Daley Note, Venture Global, WhiteWater Midstream, WilliamsARM Energy and PIMCO announced a final investment decision on the 42-inch Mustang Express Pipeline. The $2.3B project is backed…READ