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The Daley Note 10/05/2020

The Daley Note 10/05/2020

  • The CVX-NBL merger closure and midstream implications.
  • TC Energy’s offer for TC Pipelines and the rate-risk nuances.
  • The OAS bankruptcy and implications for OMP and other midstreamers.
  • The outlook for Tropical Storms Delta and Gamma.
  • The cumulative impact of storms to GoM production.
  • Corporate news.
  • Industry news.
  • E&P 3Q2020 Earnings Calendar.
  • Midstream 3Q2020 Earnings Calendar.
  • Key Energy Indicators – Commodities, Spreads, Indices & Rates.
  • NoAm Midstream Universe prices.
  • Natural gas, crude oil, and natural gas liquids prices by location.