12May2026Texas GulfLink Breaks Logjam Hampering Crude ExportsCrude, Energy Transfer, Enterprise, Phillips 66, The Daley NoteSentinel Midstream is answering the call for more crude oil export infrastructure. While disruptions tied to the Iran conflict have…READ
8May2026Bridger Blows Through Nameplate on Gains from KMI Pipe ClosureBakken, Crude, Enbridge, Kinder Morgan, The Daley Note, WCSBKinder Morgan’s refurbishing of Double H Pipeline is proving a bonanza for competitor True Companies and its Bridger system in…READ
7May2026Propane Balance Hinges on Enterprise ExpansionEnterprise, Natural Gas Liquids, Propane, The Daley NoteEnterprise Products’ Neches River Terminal Phase 2 expansion is emerging as a key swing factor for the 2026 propane balance.…READ
6May2026Plan to Move Canadian Crude on DAPL Wins Key PermitBakken, Crude, Enbridge, Energy Transfer, The Daley Note, WCSBA plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…READ
5May2026DUC and Cover: Haynesville Crosses 60 Rigs as Producers Bank WellsArkLaTex, Expand Energy, Haynesville, Natural Gas, The Daley NoteDrilling in the ArkLaTex Basin (Haynesville) has staged a sharp recovery over the past 18 months, reaching a multi-year high…READ
1May2026Data Centers Drive Demand Growth, Pipe Expansions in MidwestData Centers, Natural Gas, TC Energy, The Daley NoteData center developers have set their sights on the Midwest, targeting the region with an aggressive slate of new projects.…READ
30Apr2026KMI’s Monument Acquisition Adds Stability to Choppy Texas OutlookEquity, Kinder Morgan, The Daley NoteKinder Morgan’s $505MM acquisition of Monument Pipeline will make the company’s Texas gas earnings more durable as its marketing unit…READ
29Apr2026Golden Triangle Delay Postpones New Ethane DemandEnterprise, Ethane, Natural Gas Liquids, The Daley NoteGolden Triangle Polymers, a world-scale ethane cracker under construction in Orange, TX, has been delayed by at least six months,…READ
28Apr2026Kinetik’s Fat Profits on Borrowed Time as New Permian Pipes LoomEquity, Kinetik, Natural Gas, Permian, The Daley NoteThe rapid expansion in Permian gas pipeline egress in 2026-27 will help the basin’s producers but may put the kibosh…READ
24Apr2026US Crude Exports Crank Into High Gear, Pushing Docks to the LimitCrude, Enbridge, The Daley NoteA wave of very large crude carriers is heading to the US Gulf Coast, signaling that the global market is…READ
23Apr2026The Price Isn’t Right for Traverse MidstreamEquity, Northeast, The Daley NoteOn March 31, Abu Dhabi-based 2PointZero entered a deal to acquire Traverse Midstream for $2.25B, gaining a foothold in the…READ
22Apr2026FID for Commonwealth LNG? This One’s a Head(er)-ScratcherArkLaTex, Haynesville, LNG, Natural Gas, The Daley NoteCommonwealth LNG has been in the news after project developer Caturus announced full commerciality and the launch of project financing,…READ