The Daley Note | Permian (2)

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 ...

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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 ...

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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 ...

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16 Jan

Canada Conquers Back

Posted by: Kristy Oleszek

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

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14 Jan

EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson

Comments: 0

Phillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX into an elite group of major integrated NGL players ...

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9 Jan

Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson

Comments: 0

The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply hit multiple ...

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3 Jan

Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming

Comments: 0

Best of 2024: The Daley Note: October 22, 2024. Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy ...

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2 Jan

Best of 2024: One Simple Trick to Solve ONEOK Contracting Risk

Posted by: East Daley Analytics

Comments: 0

Best of 2024: The Daley Note: August 27, 2024. ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, the company’s NGL pipeline system in ...

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1 Jan

Best of 2024: Big Ethane Contracts Scramble the NGL Outlook

Posted by: East Daley Analytics

Comments: 0

Best of 2024: The Daley Note: May 9, 2024. It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench ...

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31 Dec

Best of 2024: Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

Posted by: East Daley Analytics

Comments: 0

Best of 2024: The Daley Note: August 7, 2024. A WhiteWater-backed investor group has reached a final investment decision (FID) on Blackcomb Pipeline, ...

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