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In the News

  • Press Release: New U.S. Tax Laws Increase Rate Case Risk On Natural Gas Pipelines Recent federal tax cuts have raised natural gas pipeline return on equity (ROE), increasing the risk of significant revenue cuts via upcoming FERC action February 22, 2018 — East Daley Capital Advisors, Inc., an energy assets research firm redefining how markets view risk in midstream energy companies, announced that “Dirty Little Secrets – The Naked …
  • Press Release: East Daley Analysis Indicates That the U.S. Oil and Gas Midstream Sector to Benefit Greatly From the Bakken, Denver Julesburg, Powder River and Haynesville Producing Regions in 2018 “Dirty Little Secrets 2018,” , a new analytical report from East Daley Capital Advisors, indicates that the U.S. oil and gas midstream sector is on the verge of a banner year in 2018. February 7, 2018 — East Daley Capital Advisors, Inc., an energy assets research firm redefining how markets view risk in midstream energy …
  • Press Release: East Daley Capital Releases “Dirty Little Secrets 2018” Dirty Little Secrets – The Naked Truth: Uncovering Opportunities in the Midstream Sector, is the definitive guide to uncovering investment opportunities in the U.S. midstream oil and gas sector. The 165-page report provides the most comprehensive review of upside and downside risk of 28 prominent midstream companies for 2018 and beyond. January …
  • Oil and gas prices expected to rise more, but increases in supply will check growth Foreign buyers are in a bidding war with U.S. consumers for the nation’s oil and gas, and that could push up gasoline prices at the pump and home heating bills next year. But a combination of forces, including more production, could help keep future price increases in check, industry experts predicted Tuesday in Denver. The …
  • East Daley: Opportunities Abound for Midstream Investors in 2018 New report indicates that impending 2018 midstream financial guidance announcements could deviate significantly from market expectations, creating uncertainty and surprises related to midstream assets. Centennial, CO – December 6, 2017 – East Daley Capital Advisors, Inc.,energy assets research firm redefining how markets view risk in midstream and exploration and production (E&P) companies, released a new …
  • Shale Gas Giants Battle for Dominance as U.S. Supplies Surge The two biggest shale gas deposits in the U.S. are producing a record amount of the power-plant fuel, signaling that a fight for market share will intensify as supply outstrips demand. As natural gas prices rebound from last year’s historic lows, output from the Marcellus shale basin in the U.S. East and the Permian reservoir in …
  • East Daley: U.S. Natural Gas Supply Far Outpaces Demand Signaling Major Price Correction New Report Bridges the Gap Between Commodity and Equity Market Analysis in the U.S. Natural Gas and Natural Gas Liquids (NGLs) Markets Register Now!  Webinar June 22, 2017 – 3PM ET Centennial, CO – June 8, 2017 – East Daley Capital Advisors, Inc., an energy assets research firm redefining how markets view risk in midstream and exploration …
  • Midstream Gains $1.9 Billion on Gas in the Mighty Marcellus, Utica Northeast Pennsylvania pipeline expansion will distribute $1.9 billion in adjusted earnings almost in the middle between gathering systems and long-haul transportation, according to East Daley Capital report. As the gas glut continues to build in the Marcellus and Utica plays of the Northeast, pipelines and other infrastructure needs are becoming perhaps even more valuable a commodity. Capacity …
  • The Day Has Arrived: The Marcellus is Overpiped Roughly three years ago, at a major oil and gas conference centered on the Appalachian Basin, the word “overpiped” was uttered by a speaker, in addressing the pipeline situation in the basin. In the previous seven years, there was one phrase used when industry types spoke of development in the Marcellus and Utica Shale plays: “full …
  • Play Update: The Pennsylvania Pinch There is a small area of the country in Northeast Pennsylvania that covers a little more than the 3,000 square miles, less than 0.1% of the total continental U.S., or just 6.5% of Pennsylvania. Although small, this region is having a big impact on the energy landscape.  By 2020, this area is estimated to supply 17% …

Data Insights

  • May 12, 2017 Bridges of Permian Country: In anticipation of growing crude production in the permian, Magellan Midstream Partners (MMP) and Plains All American Pipeline (PAA) decided to expand their JV, BridgeTex Pipeline, from 300Mb/d to 400 Mb/d without any additional committed volumes. (Tickers: MMP, PAA)……..  PRB’s Heritage Blend: Last week Heritage Midstream announced the acquisition of essentially all of …
  • May 5, 2017 Good Morning…Morning…Morning: Enable Midstream (ENBL) plans to ship rich gas volumes produced in the SCOOP/STACK plays south to ETP’s Godley Plant in the Barnett for processing…… Tell Me How to Think About That: As noted in East Daley’s Q1 paper Dirty Little Secrets, Enable Gas Transmission (EGT) has kicked off a large round of pipeline contracts …
  • April 28, 2017 Anadarko Colorado Impact: Anadarko Petroleum (APC) plans to shut- in 3,000 wells in the DJ Basin in response to a house fire that was within 200 feet of a well, which may have been the cause of the house fire that occurred on April 17th. APC’s decision to shut-in vertical production will reduce approximately 35 MMcf/d …
  • April 21, 2017 WPZ’s SuperNova: Williams Partners (WPZ) has agreed to sell its 88.46% stake in Williams Olefins, LLC to Nova Chemicals for $2.1 billion in cash. (Ticker: WPZ)……… Make Hay While the Sun Shines: Kinder Morgan (KMI) disclosed during their 1Q17 quarterly call they signed a new customer that plans to drill on the Kinderhawk system in the Haynesville. (Ticker: …
  • April 14, 2017 Rockies Express Doing Exactly What their Name Says: Rockies Express (REX) has contracted over 0.5 Bcf/d of short-term marketing contracts in March and April as market dynamics are forcing more Rockies gas to flow east into the Midwest……… DAPL Flexes Its Scale: Dakota Access Pipeline filed their initial tariff rates this week giving better insight on their competitive …
  • April 7, 2017 Waha Facts are the Facts, are the Facts?: The fact that Waha cash basis has weakened to ($0.30) behind Henry Hub so far in April signals that gas production is growing in the Permian…… Sitting on the Dock of the Bay: Enterprise Products Partners (EPD) announced two projects this week to transport and store ethylene on …
  • March 31, 2017 Pour Some Color On Me – Hess Midstream Partners (HESM) is going public this week after reporting adjusted EBITDA of $6.25 million during FY2016. The company is backed by 7-year MVCs for most of its assets, including the Tioga Gas Plant, and has additional dropdown potential. (Ticker: HESM)…….  Natural Gas Market Getting Tighter? Not So Fast …
  • March 24, 2017 KMI’s New Pipeline Got You Excited? Here’s Some Cold Water – Kinder Morgan announced this week a non-binding open season to build a 1.7 Bcf/d greenfield pipeline from Waha hub in the Permian to Agua Dulce in the Eagle Ford. On the surface the project appears viable, however, looking deeper into the production fundamentals throws …
  • March 10, 2017 One if by Land, Two if by Sea – At Enterprise’s 2017 Analyst Day, EPD provided new details on the proposed Centennial Pipeline conversion. (Tickers: EPD, MPC, SXL)..…….. Producers Staying Tru(deau) To Their Commitments – KMI announced this week that is has increased its cost estimate of the Trans Mountain pipeline expansion from $6.8B CAD to …
  • March 3, 2017 Soooo you’re saying there’s Another Pipeline Being Planned from the SCOOP/STACK? – On their Q4 2016 earnings call, ONEOK (OKS) announced that it was in talks with producers to build a 1.4 Bcf/day pipeline from the SCOOP/STACK area to Bennington Hub in SE Oklahoma. ONEOK’s pipeline will deliver volumes to Bennington, allowing producers to contract …