The Daley Note

12Dec2025

Sinclair Considers Rockies Route to Fill Western Products Shortfall

Crude, Denver Julesberg, Green River, Kinder Morgan, Oneok, Phillips 66, Powder River, The Daley Note, Uinta

HF Sinclair has thrown its hat in the ring to meet a looming refined products shortfall in California and the…

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11Dec2025

Beer, Cheese, Data Centers: Wisconsin is New Growth Market for Gas

DTM Midstream, Natural Gas, TC Energy, The Daley Note

Wisconsin is emerging as a hot growth market for natural gas, backed by a burgeoning data center industry. Two major…

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10Dec2025

Targa Acquires Stakeholder for $1.25B, Adding Processing, NGLs in Delaware

Equity, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note

Targa Resources is doubling down on the northern Delaware Basin in a $1.25B deal for Stakeholder Midstream. The acquisition gives…

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9Dec2025

Eiger Express Expansion Raises Stakes on Permian Overbuild

Enbridge, MPLX LP, Natural Gas, Oneok, Permian, The Daley Note, WhiteWater Midstream

The Permian gas overbuild continues to grow. The WhiteWater-led JV behind Eiger Express Pipeline will expand the greenfield project to…

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5Dec2025

Barnett Matchmaking: Could ONEOK and Colt Swipe Right on a Deal?

Barnett, DTM Midstream, Equity, Oneok, The Daley Note

ONEOK (OKE) inherited a large Barnett G&P position through its $7.6B EnLink Midstream acquisition, but parts of the footprint offer…

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4Dec2025

NESE Watch: Monster Pipe Project Resurfaces in New York

Natural Gas, Northeast, The Daley Note, Williams

Williams has secured three crucial state permits for its Northeast Supply Enhancement project, bringing the once-dead pipeline expansion back to…

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3Dec2025

Exxon Takes 40% Stake in Bahia Pipeline, Hitching Permian Strategy to Enterprise

Energy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Targa, The Daley Note

ExxonMobil has agreed to acquire a 40% joint interest in Enterprise Products’ Bahia NGL pipeline, sealing a deal that changes…

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2Dec2025

Pipe Flows Suggest Matterhorn Expansion is Live

Kinder Morgan, Natural Gas, Permian, The Daley Note, WhiteWater Midstream

A widely anticipated expansion of the Matterhorn Express Pipeline appears to have started operations in early November, based on interstate…

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21Nov2025

Enbridge FIDs Mainline Expansion, Expanding Canada’s Reach into US Crude Market

Crude, Enbridge, The Daley Note, WCSB

Enbridge has reached FID on its $1.4B Mainline Optimization Phase 1 project. The initiative will add 150 Mb/d of capacity…

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20Nov2025

SM Energy, Civitas to Merge, With Room to Cut in Several Basins

Denver Julesberg, Eagle Ford, Kinder Morgan, Permian, Targa, The Daley Note, Uinta, Williams

SM Energy and Civitas Resources will merge in a $12.8B deal, creating a formidable E&P company in the Permian, Denver-Julesburg…

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19Nov2025

Enterprise Readies Bahia Start, Bringing a Step-Change to Permian NGL Takeaway

Enterprise, Natural Gas Liquids, Permian, The Daley Note

Enterprise Products’ Bahia NGL pipeline is scheduled to enter service in December 2025, adding a major new artery from the…

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18Nov2025

ET Considers Upsizing Desert Southwest After Strong Open Season

Data Centers, Energy Transfer, Natural Gas, The Daley Note

Energy Transfer is looking to upsize its Desert Southwest project after selling out the initial 1.5 Bcf/d of capacity in…

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The Daley Note

Sinclair Considers Rockies Route to Fill Western Products Shortfall

Beer, Cheese, Data Centers: Wisconsin is New Growth Market for Gas

Targa Acquires Stakeholder for $1.25B, Adding Processing, NGLs in Delaware

Eiger Express Expansion Raises Stakes on Permian Overbuild

Barnett Matchmaking: Could ONEOK and Colt Swipe Right on a Deal?

NESE Watch: Monster Pipe Project Resurfaces in New York

Exxon Takes 40% Stake in Bahia Pipeline, Hitching Permian Strategy to Enterprise

Pipe Flows Suggest Matterhorn Expansion is Live

Enbridge FIDs Mainline Expansion, Expanding Canada’s Reach into US Crude Market

SM Energy, Civitas to Merge, With Room to Cut in Several Basins

Enterprise Readies Bahia Start, Bringing a Step-Change to Permian NGL Takeaway

ET Considers Upsizing Desert Southwest After Strong Open Season

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