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
12Sep2025Pipeline Takeaway Constrains Canadian Oil GrowthCrude, Enbridge, The Daley Note, WCSBPipeline takeaway remains the primary constraint for crude oil supply growth from Western Canada, prompting new efforts to expand systems…READ
11Sep2025Transco, MVP Duke It Out for Market in North CarolinaNatural Gas, The Daley Note, WilliamsMountain Valley Pipeline and the Transcontinental Gas Pipe Line are locked in a bruising fight for market in North Carolina,…READ
10Sep2025Contract Cliff or Revenue Lift? Permian Pipes Recontract in Transformed MarketExxonMobil, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteSeveral leading Permian-to-Gulf Coast natural gas pipelines face significant contract expirations over the next few years. Owners and shippers must…READ
9Sep2025Plains All Texan? EPIC Deal Solidifies PAA’s Stronghold in Permian, Eagle FordCrude, Eagle Ford, Enterprise, Equity, FANG, Kinetik, Permian, The Daley NotePlains All American will acquire a 55% non-operated interest in EPIC Crude Holdings, LP for $1.57B, the company announced last…READ
5Sep2025How the NGL Overbuild Benefits Ethane ExportsEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…READ
4Sep2025MPLX Sells Rockies Assets for $1.0B, Keeps NGLs Ahead of Export PushEnterprise, Equity, Green River, MPLX LP, Natural Gas Liquids, Oneok, The Daley Note, UintaMPLX reached a deal to sell its Rockies G&P assets in the Green River and Uinta basins to Harvest Midstream…READ