30Oct2025Permian Oil Near a Peak? Indicators Suggest Delaware Has Room to RunCrude, Energy Transfer, Kinetik, Natural Gas, Permian, Targa, The Daley NoteIndustry consensus expects Permian Basin oil supply to flatten and begin rolling over, driven by a significant reduction in active…READ
29Oct2025The Next Commodity Cycle: Green Light for Gas, Pit Stop for OilArkLaTex, Crude, Dirty Little Secrets, Green River, Haynesville, Natural Gas, Northeast, Piceance, San Juan, The Daley NoteSentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…READ
28Oct2025Reading the 3Q25 Tea Leaves: Wind in the Sails for WilliamsDTM Midstream, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, The Daley Note, WilliamsKinder Morgan kicked off 3Q25 earnings last Wednesday, posting strong 9% Y-o-Y growth in gas gathering volumes that matched East…READ
24Oct2025Midstreamers Prepare for Uinta Crude RunCrude, Energy Transfer, The Daley Note, UintaMidstream competition is heating up in the Uinta, one of the few basins where production is set to grow with…READ
23Oct2025Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most OperatorsEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Targa, The Daley NoteThe 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…READ
22Oct2025Energy Transfer Taps Into Texas Data Center BoomData Centers, Energy Transfer, Natural Gas, Permian, The Daley NoteEnergy Transfer is riding the wave of data center development in Texas. The company on Oct. 9 signed an agreement…READ
21Oct2025Chevron Puts $2B in DJ Assets Up for SaleChevron, Crude, Denver Julesberg, Equity, Oneok, Plains, The Daley NoteChevron is exploring a sale of pipeline assets in the Denver-Julesburg Basin that could fetch over $2B, Reuters reports. East…READ
17Oct2025Kinetik Poised to Cut Crude Ties? EPIC Deal Could Open Door to More SalesCrude, Equity, Permian, Plains, The Daley Note, Western Midstream PartnersKinetik’s recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more divestitures.…READ
16Oct2025Mustang Express Fast-Tracks Permian Molecules to LNG DemandKinder Morgan, Natural Gas, Permian, The Daley Note, Venture Global, WhiteWater Midstream, WilliamsARM Energy and PIMCO announced a final investment decision on the 42-inch Mustang Express Pipeline. The $2.3B project is backed…READ
15Oct2025EQT Wheels and Deals to Build Appalachian Gas MarketMPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsEQT, Appalachia’s largest gas producer, has been its own market maker lately. The producer signed several supply deals this summer…READ
14Oct2025Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in OctoberEquity, Kinder Morgan, Permian, Phillips 66, The Daley NoteKinder Morgan reports earnings on Wednesday (Oct. 15), kicking off a wave of midstream and producer data releases — Christmas…READ
10Oct2025Southwest Pipeline Chess: ONEOK Challenges KMI to Fill Refined Products VoidCrude, Equity, Kinder Morgan, Oneok, The Daley NoteONEOK continues to unlock opportunities from its Magellan Midstream. The company plans a new greenfield pipeline that would take on…READ