The Daley Note | Permian

WES Plans Big Investments in Permian Water Infrastructure

Posted by: James Taylor

Comments: 0

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

Read

19 Mar

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

Posted by: Zach Krause

Comments: 0

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

Read

13 Mar

Permian NGL Race Heats Up as MPLX Strikes Deal for BANGL

Posted by: Julian Renton

Comments: 0

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

Read

12 Mar

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 ...

Read

11 Mar

Pipelines Advance Supply Deals for Texas Data Centers

Posted by: Ethan Warrick

Comments: 0

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

Read

6 Mar

Targa Tacks on New Infrastructure Targeting Permian NGLs

Posted by: Rob Wilson

Comments: 0

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

Read

26 Feb

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

Posted by: James Taylor

Comments: 0

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 ...

Read

13 Feb

Data Centers’ Voracious Power Demand Drives Gas Renaissance

Posted by: Zach Krause

Comments: 0

The data center industry is growing rapidly and creating significant upside for natural gas consumption. East Daley Analytics’ base case projects up ...

Read

12 Feb