The Daley Note

SCOTUS Puts Uinta Rail Project Back in Play

Posted by: Kristy Oleszek

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On May 29, the US Supreme Court (SCOTUS) issued a decisive 8-0 ruling in the Seven County Infrastructure v Eagle County, CO case, reversing an ...

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10 Jun

EOG Puts Northeast in Spotlight with $5.6B Encino Deal

Posted by: Zach Krause

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On May 30, EOG Resources (EOG) announced a $5.6B deal to acquire Encino Acquisition Partners, adding momentum to a recent surge in transactions in ...

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22 May

Weak Flows Suggest Double H Unwinding is Here

Posted by: Gage Dwan

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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 ...

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6 May

Bigfoot in the Permian: ET Levers M&A to Dominate Crude Distribution

Posted by: Kristy Oleszek

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Energy Transfer (ET) has built one of the most extensive crude oil midstream footprints in the Permian Basin, transporting a significant share of ...

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1 May

Why This Keystone Spill is Different

Posted by: Trevor Morley

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The Keystone Pipeline suffered a rupture in early April, releasing 3,500 bbl of crude oil in North Dakota. The spill is far from the worst on ...

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15 Apr

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

Posted by: Gage Dwan

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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 ...

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11 Apr

Competition Heats Up for Committed DJ Barrels

Posted by: Kristy Oleszek

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Oil production in the Denver-Julesburg Basin is slowing, which means competition has intensified for committed barrels. The four main transmission ...

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8 Apr

Permian Growth in ‘25 Fuels Upside for Export Docks

Posted by: Kristy Oleszek

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Supply growth from the Permian Basin will bring more barrels to Gulf Coast terminals this year – and also increase pipeline congestion. In the latest ...

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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 ...

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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 ...

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