16Sep2025Sour Gas is a Sweet Opportunity for MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteManaging sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the deeper Avalon and Bone…READ
12Sep2025Pipeline Takeaway Constrains Canadian Oil GrowthCrude, Enbridge, The Daley Note, WCSBPipeline takeaway remains the primary constraint for crude oil supply growth from Western Canada, prompting new efforts to expand systems…READ
11Sep2025Transco, MVP Duke It Out for Market in North CarolinaNatural Gas, The Daley Note, WilliamsMountain Valley Pipeline and the Transcontinental Gas Pipe Line are locked in a bruising fight for market in North Carolina,…READ
10Sep2025Contract Cliff or Revenue Lift? Permian Pipes Recontract in Transformed MarketExxonMobil, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteSeveral leading Permian-to-Gulf Coast natural gas pipelines face significant contract expirations over the next few years. Owners and shippers must…READ
9Sep2025Plains All Texan? EPIC Deal Solidifies PAA’s Stronghold in Permian, Eagle FordCrude, Eagle Ford, Enterprise, Equity, FANG, Kinetik, Permian, The Daley NotePlains All American will acquire a 55% non-operated interest in EPIC Crude Holdings, LP for $1.57B, the company announced last…READ
5Sep2025How the NGL Overbuild Benefits Ethane ExportsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…READ
4Sep2025MPLX Sells Rockies Assets for $1.0B, Keeps NGLs Ahead of Export PushEnterprise, Equity, Green River, MPLX LP, Natural Gas Liquids, Oneok, The Daley Note, UintaMPLX reached a deal to sell its Rockies G&P assets in the Green River and Uinta basins to Harvest Midstream…READ
3Sep2025Permian Power! Pipe Momentum Continues With Eiger Express FIDEnbridge, Energy Transfer, Kinetik, MPLX LP, Natural Gas, Oneok, Permian, The Daley NoteMomentum continues to grow behind new Permian Basin natural gas pipelines. Last Monday (Aug. 25), the Matterhorn joint venture, consisting…READ
29Aug2025Bakken on the Block? Close of Hess Sale May Put Assets in PlayBakken, Chevron, Equity, Hess Midstream, Natural Gas, The Daley NoteChevron (CVX) on July 18 completed the $53B acquisition of Hess Corp., giving the oil major a 37.8% stake in…READ
28Aug2025Ethane Projects Face Challenges in Fragmented Global MarketEthane, Natural Gas Liquids, The Daley NoteUS ethane has quietly powered the next generation of plants feeding the global plastics boom — cheap, abundant and unchallenged.…READ
27Aug2025Back Door Demand: Permian Shippers May Poach Rockies Data Center GrowthDenver Julesberg, Natural Gas, Permian, Piceance, Tallgrass Energy, The Daley NoteAn emerging data center industry along the Colorado and Wyoming Front Range should spell good news for producers in the…READ
26Aug2025We’re Not Buying EIA’s ‘Chicken Little’ Oil ForecastChevron, Crude, ExxonMobil, Permian, The Daley NoteThe EIA has turned heads with a bearish call on crude oil. The agency predicts prices will fall to around…READ