The Daley Note

Double H Conversion Creates Risk for DJ Oil Pipes

Posted by: Gage Dwan

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Double H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Guernsey hub and on downstream pipelines. The Kinder Morgan ...

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20 Mar

WES Plans Big Investments in Permian Water Infrastructure

Posted by: James Taylor

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Western Midstream (WES) has sanctioned the Pathfinder pipeline as part of a $400-450MM investment in produced-water infrastructure in the Delaware ...

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19 Mar

The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data Centers

Posted by: Zach Krause

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Data centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. Energy Transfer (ET) recently carried ...

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13 Mar

Permian NGL Race Heats Up as MPLX Strikes Deal for BANGL

Posted by: Julian Renton

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MPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from affiliates of WhiteWater and Diamondback Energy. The deal is the next ...

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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

Kinetik’s Durango Deal Pays Off as Rigs Double on System

Posted by: James Taylor

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Kinetik’s (KNTK) recent acquisition of Durango Midstream is paying dividends for the company. Rig counts have more than doubled on the G&P system ...

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12 Feb

The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects

Posted by: Rob Wilson

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ONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement is one East Daley ...

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31 Jan

KMI Reports: What to Watch in 4Q Earnings

Posted by: Zach Krause

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

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24 Jan

Plains Adds Permian, Eagle Ford Gathering for $670MM

Posted by: Gage Dwan

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

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23 Jan