The Daley Note (7)

M&A Takes a Different Path in DJ Basin

Posted by: Gage Dwan

Comments: 0

Leading operators are repositioning assets in the Denver-Julesburg Basin, where M&A activity is trending differently than other basins. ...

Read

6 Mar

Targa Tacks on New Infrastructure Targeting Permian NGLs

Posted by: Rob Wilson

Comments: 0

A significant amount of infrastructure is being built by 2029 to handle the processing, transportation, fractionation and distribution of NGL supply ...

Read

5 Mar

Ready for a Haynesville Recovery? LEAP Flows Show the Way

Posted by: Oren Pilant

Comments: 0

After a down year, the Haynesville is ready for a turnaround. East Daley expects production to climb through 2025 in a tighter gas market, and ...

Read

4 Mar

Tariffs Set to Shake Up US Crude Market

Posted by: Kristy Oleszek

Comments: 0

President Trump said new tariffs will move forward on imports from Mexico and Canada, effective Tuesday (March 4). The tariffs, 25% on Mexican goods ...

Read

28 Feb

Will KMI’s Hot Streak Continue? Company Tests Market for Giant Texas Header

Posted by: Oren Pilant

Comments: 0

Kinder Morgan (KMI) managed to take two greenfield projects from open season to a final decision in the last quarter of 2024, and the pipeline giant ...

Read

27 Feb

Pipeline ‘Graveyard’ Could Dampen Steel Tariff Impacts

Posted by: Zach Krause

Comments: 0

President Trump ordered a new 25% tariff on steel imports that could raise costs for some pipeline projects, though East Daley expects the effects ...

Read

26 Feb

Kinetik’s Durango Deal Pays Off as Rigs Double on System

Posted by: James Taylor

Comments: 0

Kinetik’s (KNTK) recent acquisition of Durango Midstream is paying dividends for the company. Rig counts have more than doubled on the G&P system ...

Read

25 Feb

Sky’s the Limit: ET, SOBO Partner on Big Sky to Meet Canadian Growth

Posted by: Gage Dwan

Comments: 0

Energy Transfer (ET) and South Bow (SOBO) have launched an open season for commitments to a joint tariff for a new project called the Big Sky ...

Read

21 Feb

Who’s the Next Ethane Customer? The Case for GAIL

Posted by: Rob Wilson

Comments: 0

US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock to fuel new ethylene crackers. ...

Read

20 Feb

The Bear Case Looms: 4 Threats to the AI Gas Boom

Posted by: Zach Krause

Comments: 0

The data center industry is growing rapidly and causing a stir in the gas sector in anticipation of surging demand. Yet reality ultimately may not ...

Read

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

Capital Intelligence

Subscribe to the Daley Note

Posts by Topic

Recent Posts

June 26, 2025

June 24, 2025

June 20, 2025

June 19, 2025

Upcoming Events

LDC Mid Continent

LDC Gulf Coast

LDC Northeast

EIC Investor Conference

East Daley Monthly Production Stream

Subscribe to
the Daley Note