The Daley Note | Kristy Oleszek

Competition Heats Up for Committed DJ Barrels

Posted by: Kristy Oleszek

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Oil production in the Denver-Julesburg Basin is slowing, which means competition has intensified for committed barrels. The four main transmission ...

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8 Apr

Permian Growth in ‘25 Fuels Upside for Export Docks

Posted by: Kristy Oleszek

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Supply growth from the Permian Basin will bring more barrels to Gulf Coast terminals this year – and also increase pipeline congestion. In the latest ...

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4 Mar

Tariffs Set to Shake Up US Crude Market

Posted by: Kristy Oleszek

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President Trump said new tariffs will move forward on imports from Mexico and Canada, effective Tuesday (March 4). The tariffs, 25% on Mexican goods ...

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4 Feb

Executive Order Could Break Oil Terminal Logjam

Posted by: Kristy Oleszek

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President Trump wasted no time enacting his agenda, declaring a ‘National Energy Emergency’ on his first day in office. An executive order intended ...

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16 Jan

Canada Conquers Back

Posted by: Kristy Oleszek

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President-elect Donald Trump recently created a diplomatic row by suggesting Canada could be taken over through “economic force”. From the vantage of ...

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8 Jan

Cliffhanger in Oil: Which Export Terminals Move Ahead?

Posted by: Kristy Oleszek

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Four projects hang in the balance to build deepwater export terminals capable of loading Very Large Crude Carriers (VLCCs) in the Gulf of Mexico. The ...

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27 Dec

Best of 2024: Double H Conversion to Double Bakken Volatility

Posted by: Kristy Oleszek

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Best of 2024: The Daley Note: July 23, 2024. Kinder Morgan (KMI) plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. ...

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14 Nov

New Markets, E&P Interest Push Uinta Oil to New Highs

Posted by: Kristy Oleszek

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The Uinta Basin in northeastern Utah is on pace to produce 193 Mb/d of crude oil by YE24, according to East Daley’s latest Uinta Basin Supply & ...

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7 Nov

Small WY Town Carries Big Weight in Crude Logistics

Posted by: Kristy Oleszek

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Located in southwestern Wyoming, the small town of Guernsey (population ~1,500) is easily missed on a map. Yet Guernsey has outsized importance in ...

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8 Oct

Gas Expansions Bring New Problems Moving Permian Oil

Posted by: Kristy Oleszek

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Limited normally by inadequate natural gas pipeline takeaway, operators in the Permian Basin now face an open field. New investments that solve for ...

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