Permian Oil Near a Peak? Indicators Suggest Delaware Has Room to Run
Industry consensus expects Permian Basin oil supply to flatten and begin rolling over, driven by a significant reduction in active…
The Next Commodity Cycle: Green Light for Gas, Pit Stop for Oil
ArkLaTex, Crude, Dirty Little Secrets, Green River, Haynesville, Natural Gas, Northeast, Piceance, San Juan, The Daley Note
Sentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…
Reading the 3Q25 Tea Leaves: Wind in the Sails for Williams
DTM Midstream, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, The Daley Note, Williams
Kinder Morgan kicked off 3Q25 earnings last Wednesday, posting strong 9% Y-o-Y growth in gas gathering volumes that matched East…
Midstreamers Prepare for Uinta Crude Run
Midstream competition is heating up in the Uinta, one of the few basins where production is set to grow with…
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
The 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…
Energy Transfer Taps Into Texas Data Center Boom
Energy Transfer is riding the wave of data center development in Texas. The company on Oct. 9 signed an agreement…
Chevron Puts $2B in DJ Assets Up for Sale
Chevron is exploring a sale of pipeline assets in the Denver-Julesburg Basin that could fetch over $2B, Reuters reports. East…
Kinetik Poised to Cut Crude Ties? EPIC Deal Could Open Door to More Sales
Kinetik’s recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more divestitures.…
Mustang Express Fast-Tracks Permian Molecules to LNG Demand
ARM Energy and PIMCO announced a final investment decision on the 42-inch Mustang Express Pipeline. The $2.3B project is backed…
EQT Wheels and Deals to Build Appalachian Gas Market
EQT, Appalachia’s largest gas producer, has been its own market maker lately. The producer signed several supply deals this summer…
Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in October
Kinder Morgan reports earnings on Wednesday (Oct. 15), kicking off a wave of midstream and producer data releases — Christmas…
Southwest Pipeline Chess: ONEOK Challenges KMI to Fill Refined Products Void
ONEOK continues to unlock opportunities from its Magellan Midstream. The company plans a new greenfield pipeline that would take on…