The Daley Note (2)

Producers Guide to 300 Mb/d of Permian Oil Growth in ‘25

Posted by: Gage Dwan

Comments: 0

Following 4Q24 earnings, East Daley Analytics surveyed producers in the Permian Basin for the latest supply guidance. Operators indicate crude oil ...

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11 Mar

Pipelines Advance Supply Deals for Texas Data Centers

Posted by: Ethan Warrick

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Pipeline operators have advanced several deals recently to supply natural gas to data centers planned in Texas. The commercial momentum is good news ...

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7 Mar

M&A Takes a Different Path in DJ Basin

Posted by: Gage Dwan

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Leading operators are repositioning assets in the Denver-Julesburg Basin, where M&A activity is trending differently than other basins. ...

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6 Mar

Targa Tacks on New Infrastructure Targeting Permian NGLs

Posted by: Rob Wilson

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A significant amount of infrastructure is being built by 2029 to handle the processing, transportation, fractionation and distribution of NGL supply ...

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5 Mar

Ready for a Haynesville Recovery? LEAP Flows Show the Way

Posted by: Oren Pilant

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After a down year, the Haynesville is ready for a turnaround. East Daley expects production to climb through 2025 in a tighter gas market, and ...

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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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28 Feb

Will KMI’s Hot Streak Continue? Company Tests Market for Giant Texas Header

Posted by: Oren Pilant

Comments: 0

Kinder Morgan (KMI) managed to take two greenfield projects from open season to a final decision in the last quarter of 2024, and the pipeline giant ...

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27 Feb

Pipeline ‘Graveyard’ Could Dampen Steel Tariff Impacts

Posted by: Zach Krause

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President Trump ordered a new 25% tariff on steel imports that could raise costs for some pipeline projects, though East Daley expects the effects ...

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26 Feb