The Daley Note | The Daley Note (3)

Venture Global, Cheniere Usher in Next LNG Wave

Posted by: Ian Heming

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A long-awaited wave of new LNG demand is coming into view from two Gulf Coast projects. Venture Global has exported the first commissioning cargo ...

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9 Jan

Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson

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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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8 Jan

Cliffhanger in Oil: Which Export Terminals Move Ahead?

Posted by: Kristy Oleszek

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Four projects hang in the balance to build deepwater export terminals capable of loading Very Large Crude Carriers (VLCCs) in the Gulf of Mexico. The ...

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7 Jan

With FID, KMI Hints at Next Wave of Capital Spending

Posted by: Zach Krause

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Kinder Morgan (KMI) subsidiary Tennessee Gas Pipeline (TGP) is moving forward with the Mississippi Crossing project, securing long-term agreements ...

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3 Jan

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

Posted by: Ian Heming

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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

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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

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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

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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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27 Dec

Best of 2024: Double H Conversion to Double Bakken Volatility

Posted by: Kristy Oleszek

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Best of 2024: The Daley Note: July 23, 2024. Kinder Morgan (KMI) plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. ...

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26 Dec