The Daley Note | Permian

Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?

Posted by: Gage Dwan

Comments: 0

WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty. Investors face twin pressures ...

Read

9 Apr

Is Matterhorn Running Full? Negative Gas Prices Haunt Permian Producers This Spring

Posted by: James Taylor

Comments: 0

Negative natural gas prices have returned to the Permian Basin, despite the start of Matterhorn Express Pipeline just six months ago. Maintenance and ...

Read

8 Apr

Permian Growth in ‘25 Fuels Upside for Export Docks

Posted by: Kristy Oleszek

Comments: 0

Supply growth from the Permian Basin will bring more barrels to Gulf Coast terminals this year – and also increase pipeline congestion. In the latest ...

Read

1 Apr

Who’s Using Matterhorn? Data Reveals Shippers Behind Latest Permian Pipe

Posted by: Rob Wilson

Comments: 0

Matterhorn Express Pipeline continues to ramp natural gas deliveries to the Katy market, flowing over 1.5 Bcf/d recently to interstate systems. ...

Read

20 Mar

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

Posts about Permian

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

April 15, 2025

April 11, 2025

April 10, 2025

April 9, 2025

Upcoming Events

LDC Mid Continent

LDC Southeast

LDC Gulf Coast

LDC Northeast

EIC Investor Conference

Natural Gas Market Dynamics: Henry Hub Premiums, Haynesville Trends & the 2026 Outlook

Fueling the NGL Surge: Growth Across Key Basins, Infrastructure, and Midstream Advantage

Subscribe to
the Daley Note