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The Daley Note

Daily insights that lead.

16Jul2025

Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook

ArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley Note

The 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…

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15Jul2025

You Juan More Gas? This Play Still Has Juice

Enterprise, Natural Gas, San Juan, The Daley Note

The San Juan Basin, home to the original tight-gas play, is staging a comeback. Rig counts are at the highest…

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Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook

July 16, 2025

The 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after…

You Juan More Gas? This Play Still Has Juice

July 15, 2025

The San Juan Basin, home to the original tight-gas play, is staging a comeback. Rig…

LNG Momentum Continues as Cheniere Makes FID on Corpus Christi Midscale Project

July 11, 2025

Cheniere Energy (LNG) made a final investment decision (FID) on Corpus Christi Midscale Trains 8…

The NGL Insider

Market shifts before they hit the headlines.

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11Jul2025

From the Dragon to the Elephant: India Soaks Up Ethane Cargoes Amid Trade War

Natural Gas Liquids, NGL Insider

The Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the ethane…

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30Jun2025

Market Has Options to Absorb Unwanted Ethane

Natural Gas Liquids, NGL Insider

Executive Summary: Infrastructure: Keyera becomes an NGL powerhouse after acquiring Plains All American’s (PAA) Canadian assets. Exports: LPG exports surged…

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From the Dragon to the Elephant: India Soaks Up Ethane Cargoes Amid Trade War

July 11, 2025

The Trump administration has formally eased restrictions on ethane exports to China, closing out a…

Market Has Options to Absorb Unwanted Ethane

June 30, 2025

Executive Summary: Infrastructure: Keyera becomes an NGL powerhouse after acquiring Plains All American’s (PAA) Canadian…

Plains Deal Transforms Keyera into NGL Powerhouse

June 20, 2025

Executive Summary: Infrastructure: Keyera becomes an NGL powerhouse after acquiring Plains All American’s (PAA) Canadian…

Crude Oil Edge

Weekly intelligence on flow, price, and constraints.

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16Jul2025

ETCOP Positioned for Growth with Connector Project

Anadarko, Crude, Crude Oil Edge, Denver Julesberg, Permian, Uinta

Executive Summary: Infrastructure: ETCOP has launched an open season for a project to bring more Canadian crude oil to the…

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10Jul2025

Crude Whipsaws in 2Q25. Time to Revisit Capital Budgets?

Crude, Crude Oil Edge

Infrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week of June 1 to 523.…

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ETCOP Positioned for Growth with Connector Project

July 16, 2025

Executive Summary: Infrastructure: ETCOP has launched an open season for a project to bring more…

Crude Whipsaws in 2Q25. Time to Revisit Capital Budgets?

July 10, 2025

Infrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week…

Crude Imports Shift Between Enbridge Pipes

June 18, 2025

Infrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week…

The Burner Tip

Weekly updates on market shifts, pricing trends, and infrastructure.

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19Jun2025

Crude Volatility, Capex Cuts Lower Permian Gas Outlook

Natural Gas

Infrastructure: Permian gas is entering a more tempered growth phase as producers respond to lower oil prices and shifting economic…

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12Jun2025

LNG Canada Readies for Mid-’25 Start

Natural Gas

Market volatility is prompting some companies to re-evaluate investments in data centers, which could have a knock-on effect for gas…

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Annual deep dive on what most people miss.

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The Daley Note

Daily insights that lead.

Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook

You Juan More Gas? This Play Still Has Juice

Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook

You Juan More Gas? This Play Still Has Juice

LNG Momentum Continues as Cheniere Makes FID on Corpus Christi Midscale Project

The NGL Insider

Market shifts before they hit the headlines.

From the Dragon to the Elephant: India Soaks Up Ethane Cargoes Amid Trade War

Market Has Options to Absorb Unwanted Ethane

From the Dragon to the Elephant: India Soaks Up Ethane Cargoes Amid Trade War

Market Has Options to Absorb Unwanted Ethane

Plains Deal Transforms Keyera into NGL Powerhouse

Crude Oil Edge

Weekly intelligence on flow, price, and constraints.

ETCOP Positioned for Growth with Connector Project

Crude Whipsaws in 2Q25. Time to Revisit Capital Budgets?

ETCOP Positioned for Growth with Connector Project

Crude Whipsaws in 2Q25. Time to Revisit Capital Budgets?

Crude Imports Shift Between Enbridge Pipes

The Burner Tip

Weekly updates on market shifts, pricing trends, and infrastructure.

Crude Volatility, Capex Cuts Lower Permian Gas Outlook

LNG Canada Readies for Mid-’25 Start

Crude Volatility, Capex Cuts Lower Permian Gas Outlook

LNG Canada Readies for Mid-’25 Start

Plaquemines Ramp Drives Southeast Volatility

Dirty Little Secrets

Annual deep dive on what most people miss.

Upcoming Events

Energy market insights.

LDC Mid Continent

LDC Gulf Coast

LDC Mid Continent

LDC Gulf Coast