The Daley Note (2)

Executive Order Could Break Oil Terminal Logjam

Posted by: Kristy Oleszek

Comments: 0

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

Read

31 Jan

KMI Reports: What to Watch in 4Q Earnings

Posted by: Zach Krause

Comments: 0

Kinder Morgan (KMI) reported last Wednesday (January 22) and gave midstream investors the first data points of the 4Q24 earnings season. There were a ...

Read

30 Jan

Who’s the Next Ethane Customer? INEOS a Likely Target

Posted by: Rob Wilson

Comments: 0

The US is producing a record supply of ethane, hitting a new high in October ’24 for the fourth time on the year. Global petrochemicals are preparing ...

Read

29 Jan

Plaquemines LNG Start Lifts KMI, Enbridge Pipes

Posted by: Oren Pilant

Comments: 0

Startup of Plaquemines LNG is boosting flows on Kinder Morgan (KMI) and Enbridge (ENB) gas pipelines, passing 1.3 Bcf/d last week from the export ...

Read

28 Jan

KMI’s Trident Project Pops a Texas Gas Bubble

Posted by: Oren Pilant

Comments: 0

Kinder Morgan (KMI) is moving forward with the $1.7B Trident Intrastate Pipeline at a total capacity of 1.5 Bcf/d. The project will move Permian gas ...

Read

24 Jan

Plains Adds Permian, Eagle Ford Gathering for $670MM

Posted by: Gage Dwan

Comments: 0

Plains All American Pipeline (PAA) made several bolt-on acquisitions totaling $670MM to expand its crude oil gathering footprint in the Permian and ...

Read

23 Jan

$844MM Outrigger Deal Kills Two Birds for KMI

Posted by: Zach Krause

Comments: 0

Kinder Morgan (KMI) will buy Outrigger Energy II’s Bakken G&P assets for $644MM, the company announced last Monday (Jan 13). The acquisition can ...

Read

22 Jan

LNG Investors Await Warmer Embrace by Trump

Posted by: Jack Weixel

Comments: 0

The LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a moratorium on export licenses. We have ...

Read

22 Jan

Targa’s Daytona Drives Another NGL Record

Posted by: Rob Wilson

Comments: 0

NGL production hit yet another record in Oct ’24 thanks to the early start of Targa Resources’ (TRGP) Daytona NGL Pipeline. New data confirms the ...

Read

16 Jan

Canada Conquers Back

Posted by: Kristy Oleszek

Comments: 0

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

Read

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

Capital Intelligence

Subscribe to the Daley Note

Posts by Topic

Recent Posts

February 21, 2025

February 20, 2025

February 19, 2025

February 14, 2025

Upcoming Events

LDC Mid Continent

LDC Southeast

LDC Gulf Coast

LDC Northeast

OPIS NGL Summit

Subscribe to
the Daley Note