The Daley Note

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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13 May

What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil

Posted by: Maria Paz Urdaneta

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Despite a $10/bbl correction in oil prices, the rush is still on to build natural gas processing in the Permian Basin. Developers have used 1Q25 ...

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25 Apr

WhiteWater Group FIDs Traverse Pipeline to Integrate South Texas Market

Posted by: Oren Pilant

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WhiteWater Midstream and partners MPLX, Enbridge (ENB) and Targa Resources (TRGP) will move forward with construction of the Traverse Pipeline in ...

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24 Apr

China Trade Fight Could Ruin Bullish Propane Outlook

Posted by: Julian Renton

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The US propane market was on pace for a strong year in 2025, before a trade war erupted between Washington and Beijing. East Daley Analytics had been ...

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28 Mar

The Anadarko Catches a Bid from $4 Gas Prices

Posted by: James Taylor

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Operators are returning to core of the SCOOP/STACK play in the Anadarko Basin in pursuit of higher natural gas prices, adding l0 rigs so far this ...

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6 Mar

Targa Tacks on New Infrastructure Targeting Permian NGLs

Posted by: Rob Wilson

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

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22 Jan

Targa’s Daytona Drives Another NGL Record

Posted by: Rob Wilson

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NGL production hit yet another record in Oct ’24 thanks to the early start of Targa Resources’ (TRGP) Daytona NGL Pipeline. New data confirms the ...

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14 Jan

EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson

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Phillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX into an elite group of major integrated NGL players ...

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31 Dec

Best of 2024: Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

Posted by: East Daley Analytics

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Best of 2024: The Daley Note: August 7, 2024. A WhiteWater-backed investor group has reached a final investment decision (FID) on Blackcomb Pipeline, ...

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22 Nov