20May2026When Production Grows, Who Gets Paid?Crude, Equity, Natural Gas, Permian, The Daley NoteEnergy investors know the growth story. Permian volumes are rising. Producer activity is shifting, and new wells are coming online.…READ
19May2026WES Passes on Kinetik With $1.6B Brazos Midstream AcquisitionExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream PartnersWestern Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…READ
15May2026Western Gateway Won’t Rescue California from Petrol CrunchCrude, Kinder Morgan, Oneok, Phillips 66, The Daley NotePhillips 66 and Kinder Morgan cleared a key commercial hurdle for the Western Gateway Pipeline on April 20, announcing that…READ
14May2026The Bakken is BackBakken, Crude, Enbridge, Powder River, The Daley NoteFallout from the Iran conflict has pushed crude prices higher and renewed focus on oil-weighted basins like the Bakken. East…READ
13May2026Southwest Weans Off Coal Thanks to New Permian PipelineEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteA new pipeline out of the Permian Basin will enable utilities in Arizona to convert several coal plants to run…READ
12May2026Texas GulfLink Breaks Logjam Hampering Crude ExportsCrude, Energy Transfer, Enterprise, Phillips 66, The Daley NoteSentinel Midstream is answering the call for more crude oil export infrastructure. While disruptions tied to the Iran conflict have…READ
8May2026Bridger Blows Through Nameplate on Gains from KMI Pipe ClosureBakken, Crude, Enbridge, Kinder Morgan, The Daley Note, WCSBKinder Morgan’s refurbishing of Double H Pipeline is proving a bonanza for competitor True Companies and its Bridger system in…READ
7May2026Propane Balance Hinges on Enterprise ExpansionEnterprise, Natural Gas Liquids, Propane, The Daley NoteEnterprise Products’ Neches River Terminal Phase 2 expansion is emerging as a key swing factor for the 2026 propane balance.…READ
6May2026Plan to Move Canadian Crude on DAPL Wins Key PermitBakken, Crude, Enbridge, Energy Transfer, The Daley Note, WCSBA plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…READ
5May2026DUC and Cover: Haynesville Crosses 60 Rigs as Producers Bank WellsArkLaTex, Expand Energy, Haynesville, Natural Gas, The Daley NoteDrilling in the ArkLaTex Basin (Haynesville) has staged a sharp recovery over the past 18 months, reaching a multi-year high…READ
1May2026Data Centers Drive Demand Growth, Pipe Expansions in MidwestData Centers, Natural Gas, TC Energy, The Daley NoteData center developers have set their sights on the Midwest, targeting the region with an aggressive slate of new projects.…READ
30Apr2026KMI’s Monument Acquisition Adds Stability to Choppy Texas OutlookEquity, Kinder Morgan, The Daley NoteKinder Morgan’s $505MM acquisition of Monument Pipeline will make the company’s Texas gas earnings more durable as its marketing unit…READ