The Daley Note

Kinetik Rides Post-Earnings Momentum

Posted by: Rob Wilson

Comments: 0

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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21 May

Permian E&Ps Trim Guidance, Signal Slower Growth Phase Ahead

Posted by: Maria Paz Urdaneta

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After years of steady gains, the Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to ...

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16 May

Destination North Dakota? Mystery Demand Drives Competing Bakken Projects

Posted by: Ian Heming

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North Dakota has seen interest in new gas pipeline construction, with WBI Energy Transmission and Intensity Infrastructure Partners both holding open ...

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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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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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28 Mar

The Anadarko Catches a Bid from $4 Gas Prices

Posted by: James Taylor

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Operators are returning to core of the SCOOP/STACK play in the Anadarko Basin in pursuit of higher natural gas prices, adding l0 rigs so far this ...

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13 Mar

Permian NGL Race Heats Up as MPLX Strikes Deal for BANGL

Posted by: Julian Renton

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MPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from affiliates of WhiteWater and Diamondback Energy. The deal is the next ...

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12 Feb

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

Posted by: Rob Wilson

Comments: 0

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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5 Feb

Hess Takes the Over on Bakken Growth

Posted by: Rob Wilson

Comments: 0

East Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM) just took the over on that line. The company ...

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