The Daley Note | Gage Dwan

Weak Flows Suggest Double H Unwinding is Here

Posted by: Gage Dwan

Comments: 0

Kinder Morgan (KMI) is still months out from starting the conversion of Double H Pipeline from crude oil to NGL service, yet new data suggests some ...

Read

15 Apr

Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?

Posted by: Gage Dwan

Comments: 0

WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty. Investors face twin pressures ...

Read

21 Mar

Double H Conversion Creates Risk for DJ Oil Pipes

Posted by: Gage Dwan

Comments: 0

Double H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Guernsey hub and on downstream pipelines. The Kinder Morgan ...

Read

12 Mar

Producers Guide to 300 Mb/d of Permian Oil Growth in ‘25

Posted by: Gage Dwan

Comments: 0

Following 4Q24 earnings, East Daley Analytics surveyed producers in the Permian Basin for the latest supply guidance. Operators indicate crude oil ...

Read

7 Mar

M&A Takes a Different Path in DJ Basin

Posted by: Gage Dwan

Comments: 0

Leading operators are repositioning assets in the Denver-Julesburg Basin, where M&A activity is trending differently than other basins. ...

Read

25 Feb

Sky’s the Limit: ET, SOBO Partner on Big Sky to Meet Canadian Growth

Posted by: Gage Dwan

Comments: 0

Energy Transfer (ET) and South Bow (SOBO) have launched an open season for commitments to a joint tariff for a new project called the Big Sky ...

Read

24 Jan

Plains Adds Permian, Eagle Ford Gathering for $670MM

Posted by: Gage Dwan

Comments: 0

Plains All American Pipeline (PAA) made several bolt-on acquisitions totaling $670MM to expand its crude oil gathering footprint in the Permian and ...

Read

10 Dec

More Permian Barrels Find a Home in Cushing

Posted by: Gage Dwan

Comments: 0

Crude flows are shifting to the Cushing hub thanks to changes in several basins serving the Oklahoma storage complex. The upshot is more demand for ...

Read

17 Oct

New Name South Bow Fills Investor Niche

Posted by: Gage Dwan

Comments: 0

South Bow Corp. (SOBO) began operating as an independent pipeline company on October 1 following its spinoff from TC Energy (TRP). Investors ...

Read

1 Oct

Permian’s Last Expandable Pipe Adds New Investors

Posted by: Gage Dwan

Comments: 0

Diamondback Energy (FANG) and Kinetik Holdings (KNTK) have acquired a joint 30% equity stake in EPIC Crude pipeline. The seller was not disclosed, ...

Read

Gage Dwan

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

Capital Intelligence

Subscribe to the Daley Note

Posts by Topic

Recent Posts

June 10, 2025

June 6, 2025

June 5, 2025

June 4, 2025

Upcoming Events

LDC Mid Continent

LDC Gulf Coast

LDC Northeast

EIC Investor Conference

East Daley Monthly Production Stream

Subscribe to
the Daley Note