3Oct2025Plains on the Prowl: Hunt for Crude Assets Could Land on Eagle Ford JVCrude, Eagle Ford, Enterprise, Equity, Plains, The Daley NotePlains All American is on the hunt for oil assets as it transforms into a crude oil midstream pure play.…READ
2Oct2025Ethane Recovery Jumps in Bakken, Lifting ONEOK PipelineBakken, Ethane, Natural Gas Liquids, Oneok, The Daley NoteBakken producers boosted ethane recovery in 2Q25, lifting results for ONEOK’s (OKE) Elk Creek NGL pipeline.READ
1Oct2025Port Arthur FID Caps Bullish Summer for LNG Projects, Gas DemandArkLaTex, Haynesville, Natural Gas, Sempra Energy, The Daley Note, Venture Global, WilliamsIt’s been a strong summer for LNG project financing, with over 7.5 Bcf/d of projects reaching FID since the end…READ
30Sep2025Crude Bottlenecks Threaten Permian Gas AmbitionsCrude, Energy Transfer, Enterprise, Natural Gas, Plains, The Daley NoteThe industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…READ
26Sep2025Chord-XTO Deal Extends Runway for Bakken GrowthBakken, Crude, ExxonMobil, The Daley NoteChord Energy is strengthening its Williston Basin position with a $550MM asset acquisition from ExxonMobil subsidiary XTO Energy. The deal…READ
25Sep2025Junk or Jewels? Plains Plans NGL Asset Sale on Path to Crude Pure PlayCrude, Denver Julesberg, Equity, Keyera, Natural Gas Liquids, Phillips 66, Plains, The Daley NotePlains All American aims to become a crude oil midstream pure play, but a motley assortment of NGL assets stand…READ
24Sep2025Data Center Boom Spawns Backlash, Risking Some Upside for GasData Centers, Natural Gas, The Daley Note, WilliamsThe surge in US data center development has boomeranged on the industry in the form of a consumer backlash, driven…READ
23Sep2025Delaware Sour Gas Trend Points to Winners, Targets in MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteSour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…READ
19Sep2025A New Bakken Pipeline? North Dakota Agency Backs WBI ProjectBakken, Natural Gas, The Daley NoteA North Dakota government agency has thrown its support behind a pipeline expansion planned by WBI Energy, raising the odds…READ
18Sep2025Petchem Industry Grapples with Global OvercapacityEthane, Natural Gas Liquids, The Daley NoteLow margins and excess capacity have led to a reckoning in the global petrochemical industry. Companies in Europe and Asia…READ
17Sep2025Haynesville Rigs Climb Ahead of Gas Demand RampArkLaTex, Haynesville, Natural Gas, The Daley Note, WilliamsAfter troughing in January, Haynesville rig counts have steadily climbed through the year, reaching 55 rigs in August. The ramp…READ
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