The Daley Note | Permian

PAA Sells NGL Assets for $3.75B. Who's Next for the All American Team?

Posted by: Gage Dwan

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Plains All American (PAA) will inject ~$3.0B of net proceeds into its war chest following the sale of its Canadian NGL assets to Keyera (KEY.TO) for ...

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20 Jun

Crude Realities for Permian Gas

Posted by: Oren Pilant

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After years of aggressive development, the Permian is entering a more tempered growth phase as producers recalibrate activity in response to lower ...

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19 Jun

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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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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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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28 May

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

Posted by: Zach Krause

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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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21 May

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

Posted by: Maria Paz Urdaneta

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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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20 May