The Daley Note | Rob Wilson

Kinetik Rides Post-Earnings Momentum

Posted by: Rob Wilson

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Shares of Kinetik Holdings (KNTK) have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary. East Daley is focused on ...

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20 May

What’s Matterhorn Worth? At Least $5.5B Based on Devon Sale

Posted by: Rob Wilson

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Devon Energy (DVN) has agreed to sell its 12.5% equity interest in Matterhorn Express Pipeline for $375MM, placing a marker on the value of the ...

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4 Apr

Got Tariff Anxiety? Look to Last Trade War for Clues

Posted by: Rob Wilson

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The Trump administration announced sweeping new tariffs on US imports late Wednesday (April 2), including a 10% tariff on imported goods plus ...

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1 Apr

Who’s Using Matterhorn? Data Reveals Shippers Behind Latest Permian Pipe

Posted by: Rob Wilson

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Matterhorn Express Pipeline continues to ramp natural gas deliveries to the Katy market, flowing over 1.5 Bcf/d recently to interstate systems. ...

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25 Mar

Another East Coast Terminal? Range Confirms Commitment to New Project

Posted by: Rob Wilson

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Range Resources (RRC) has committed to 20 Mb/d of takeaway and export capacity using a new East Coast LPG terminal, the producer confirmed in its ...

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6 Mar

Targa Tacks on New Infrastructure Targeting Permian NGLs

Posted by: Rob Wilson

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A significant amount of infrastructure is being built by 2029 to handle the processing, transportation, fractionation and distribution of NGL supply ...

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21 Feb

Who’s the Next Ethane Customer? The Case for GAIL

Posted by: Rob Wilson

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US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock to fuel new ethylene crackers. ...

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14 Feb

Northeast Producers Join the NGL Party

Posted by: Rob Wilson

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Ethane supply hit another record in Nov '24, now the fifth monthly record high in 2024 per EIA data. The Permian Basin has been the primary driver of ...

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12 Feb

The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects

Posted by: Rob Wilson

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ONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement is one East Daley ...

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6 Feb

Outrigger Deal Moves KMI Closer to Filling Double H

Posted by: Rob Wilson

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Kinder Morgan (KMI) could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy. We estimate that ...

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