The Daley Note

EPD Refused License to Export Ethane. What is the Risk to Midstream?

Posted by: Julian Renton

Comments: 0

Restrictions on US ethane exports to China have come to a head for the energy sector. The Department of Commerce’s Bureau of Industry and Security ...

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6 Jun

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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5 Jun

All Aboard the Power Express: Next Big Transco Project Targets Data Centers

Posted by: Zach Krause

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Williams (WMB) rolled out its next big expansion, the Power Express project on the Transcontinental Gas Pipe Line (Transco), in the company’s 1Q25 ...

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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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13 May

What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil

Posted by: Maria Paz Urdaneta

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Despite a $10/bbl correction in oil prices, the rush is still on to build natural gas processing in the Permian Basin. Developers have used 1Q25 ...

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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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30 Apr

Sorry, Trump Can’t Save This Pipeline

Posted by: Zach Krause

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The Constitution Pipeline has caught the eye of President Trump, who said in February that he wants to see it built in the Northeast. Sponsor ...

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29 Apr

Tariffs, Volatility Hit Pause on Data Center Plans

Posted by: Ian Heming

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Market volatility is prompting Microsoft (MSFT) and other technology companies to re-evaluate investments in data centers, which could have a ...

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22 Apr

Crown Jewel for Sale: NextEra Selling Stake in Premiere Gas Asset

Posted by: East Daley Analytics

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XPLR Infrastructure (XIFR; formerly NextEra Energy Partners) continues to seek buyers for its investment in Meade Pipeline Co., the owner of a piece ...

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16 Apr