The Daley Note

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

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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

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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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7 Mar

M&A Takes a Different Path in DJ Basin

Posted by: Gage Dwan

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

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4 Mar

Tariffs Set to Shake Up US Crude Market

Posted by: Kristy Oleszek

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President Trump said new tariffs will move forward on imports from Mexico and Canada, effective Tuesday (March 4). The tariffs, 25% on Mexican goods ...

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25 Feb

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

Posted by: Gage Dwan

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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 ...

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4 Feb

Executive Order Could Break Oil Terminal Logjam

Posted by: Kristy Oleszek

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President Trump wasted no time enacting his agenda, declaring a ‘National Energy Emergency’ on his first day in office. An executive order intended ...

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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 ...

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