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The Daley Note 10/19/2020

The Daley Note 10/19/2020

  • Concho-Phillips Merger Sealed – Midstream Implications. COP, CXO, EPD, ENLC, ET, PAA, TRGP, WES.
  • Big Acquisition or Big Nothing – EOG in Play? EOG, TOT, XOM, CVX, ET, WES, EPD, MPLX,TRGP, KMI, ENLC.
  • Get It While the Getting’s Good. NM vs. TX Permian Rigs. DVN, XOM, EOG, CXO, ENLC, EPD, DCP, ET, TRGP.
  • Gulf of Mexico Almost Back to Normal.
  • Key North American Energy Indicators and Equity Prices.
  • Key North American Natural Gas, Crude Oil, and Natural Gas Liquids Prices.