The Daley Note | The Daley Note

ONEOK Buying Spree Continues with Delaware JV Acquisition

Posted by: London Spivey

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Busy bee ONEOK (OKE) remains on the hunt for midstream assets. After closing two multi-billion-dollar deals early in 2025, OKE is acquiring the ...

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18 Jun

Williams Plays Pipeline Politics in Northeast

Posted by: Zach Krause

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Long shelved by legal setbacks, the Constitution Pipeline and Northeast Supply Enhancement (NESE) projects have been thrust back into the spotlight ...

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17 Jun

Wanted: A Home for Suddenly Stranded Ethane

Posted by: Julian Renton

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As the Trump administration clamps down on ethane exports to China, industry is scrambling to find a home for displaced volumes.

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13 Jun

Plaquemines LNG Ramp Drives Southeast Volatility

Posted by: Oren Pilant

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East Daley forecasts the Southeast will be short natural gas in 2026 and ’27 owing to more than 3 Bcf/d of demand pressure from Plaquemines LNG. ...

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11 Jun

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

Posted by: Julian Renton

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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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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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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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4 Jun

Which Way is Up? Tallgrass Stirs Speculation Over Pipe Route to REX

Posted by: Zach Krause

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Tallgrass Energy has set the industry abuzz over a pipeline project that would move Permian gas to its Rockies Express Pipeline (REX). The proposal ...

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3 Jun