The Daley Note (2)

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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5 Jun

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

Posted by: Zach Krause

Comments: 0

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

Comments: 0

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

Trump Administration Adds Hurdles to Ethane, Butane Exports to China

Posted by: Julian Renton

Comments: 0

The Trump administration has placed new restrictions on ethane and butane exports to China in a move likely to disrupt trade in NGL markets.

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30 May

Haynesville M&A Continues with Clearfork Midstream Deal

Posted by: Oren Pilant

Comments: 0

M6 ETX Holdings II Midco, a holding company for Momentum Midstream, saw its credit upgraded by ratings agencies after the equity-financed acquisition ...

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29 May

Upstart Challenges ET’s Hold on Northeast LPG Exports

Posted by: Julian Renton

Comments: 0

A new player on the Delaware River is eyeing Energy Transfer’s (ET) stranglehold on the Northeast LPG market. The Repauno Port & Rail Terminal, ...

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28 May

Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers

Posted by: Zach Krause

Comments: 0

Tallgrass Energy said it has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline (REX) to Permian ...

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23 May

ET Readies Nederland Expansion Amid LPG Market Noise

Posted by: Julian Renton

Comments: 0

Energy Transfer’s (ET) 250 Mb/d Flexport expansion at its Nederland terminal is nearing startup. Ethane service is expected to start later this ...

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22 May

Weak Flows Suggest Double H Unwinding is Here

Posted by: Gage Dwan

Comments: 0

Kinder Morgan (KMI) is still months out from starting the conversion of Double H Pipeline from crude oil to NGL service, yet new data suggests some ...

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21 May

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

Posted by: Maria Paz Urdaneta

Comments: 0

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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