The Daley Note | Permian (3)

EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson

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Phillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX into an elite group of major integrated NGL players ...

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9 Jan

Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson

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The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply hit multiple ...

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3 Jan

Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming

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Best of 2024: The Daley Note: October 22, 2024. Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy ...

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2 Jan

Best of 2024: One Simple Trick to Solve ONEOK Contracting Risk

Posted by: East Daley Analytics

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Best of 2024: The Daley Note: August 27, 2024. ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, the company’s NGL pipeline system in ...

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1 Jan

Best of 2024: Big Ethane Contracts Scramble the NGL Outlook

Posted by: East Daley Analytics

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Best of 2024: The Daley Note: May 9, 2024. It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench ...

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31 Dec

Best of 2024: Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

Posted by: East Daley Analytics

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Best of 2024: The Daley Note: August 7, 2024. A WhiteWater-backed investor group has reached a final investment decision (FID) on Blackcomb Pipeline, ...

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24 Dec

The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

Posted by: East Daley Analytics

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Best of 2024: The Daley Note: October 30, 2024. Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will ...

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17 Dec

ET Pipe FID Delivers Risk of a Permian Overbuild

Posted by: Ajay Bakshani

Comments: 0

Santa came early for the Permian industry as Energy Transfer (ET) will move forward with the $2.7B Hugh Brinson Pipeline (formerly the Warrior ...

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10 Dec

More Permian Barrels Find a Home in Cushing

Posted by: Gage Dwan

Comments: 0

Crude flows are shifting to the Cushing hub thanks to changes in several basins serving the Oklahoma storage complex. The upshot is more demand for ...

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6 Dec

Make Way for Matterhorn: Ramp at Katy Creates Intrastate Rivals

Posted by: Ian Heming

Comments: 0

A fast ramp by Matterhorn Express Pipeline appears to backing out natural gas supply from several intrastate pipelines at the Katy hub, confirming a ...

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