23Jul2026Momentum Midstream is a Bet on the Haynesville LNG CorridorArkLaTex, Equity, Haynesville, Natural Gas, The Daley Note, WilliamsMomentum Midstream is reportedly the subject of a $5.5B pursuit, with Williams named as the rumored buyer. The more durable…READ
21Jul2026Midstream Carries a Hidden Upstream BetAntero, DTM Midstream, Energy Transfer, Enterprise, Equity, Kinder Morgan, The Daley Note, WilliamsMidstream has long touted its stable earnings stream, built on fee-based infrastructure contracted to ride out commodity cycles. In parts…READ
10Jul2026Antero’s Growth Story Gets DrierAntero, Natural Gas, Natural Gas Liquids, Northeast, The Daley Note, WilliamsAntero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…READ
27May2026Will Ruby Shine Again? Data Centers, Pipe Expansions Can Restore Sparkle to Beleaguered PipelineData Centers, Green River, Kinder Morgan, Natural Gas, Pembina, The Daley Note, WilliamsRuby Pipeline, one of the more distressed gas assets in the Lower 48, could be poised for a turnaround. A…READ
10Mar2026Data Center Infrastructure Gap Creates Opportunities for Williams, OthersBakken, Dirty Little Secrets, Fundamentally Speaking, Haynesville, Kinetik, Oneok, Targa, WilliamsThe industry is amid a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project announcements…READ
5Mar2026How Much Data Center Demand is Real? Infrastructure Gap Creates Opportunity for WilliamsData Centers, Equity, Natural Gas, The Daley Note, WilliamsThe industry is engaged in a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project…READ
3Mar2026A WES-Kinetik Tie-up Could Juice M&A in the PermianBakken, Dirty Little Secrets, Fundamentally Speaking, Haynesville, Kinetik, Oneok, Targa, WilliamsWestern Midstream (WES) has approached Kinetik Holdings (KNTK) about a potential merger, prompting KNTK to begin preparing for a sale,…READ
24Feb2026Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost EarningsAntero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsEnterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…READ
18Feb2026We Know Matador’s 4Q25 Permian Volumes. Do You?Antero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsIgnore the red cape – we know Matador’s real volumes.READ
28Jan2026Williams Expansions Boost Rockies’ Access to Western Gas MarketDenver Julesberg, Green River, Natural Gas, Powder River, The Daley Note, WilliamsWilliams has started service on an expansion of its MountainWest Overthrust Pipeline. The project is one of several planned on…READ