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The Daley Note 10/22/2020

The Daley Note 10/22/2020

  • Permian Positives – We expect significant growth from EnLink’s Permian segment Q-o-Q, as interstate samples show a large increase in throughput volumes. ENLC’s Delaware G&P system interstate sample increased by 25% Q-o-Q, indicating that producers have possibly brought curtailed production back online.
  • Growing Aethon Keeps Midstream At Arm’s Length – Aethon Energy has been one of the most active drillers in the Ark-La-Tex Basin over the last few years, consistently running anywhere from 5 to 9 rigs, but publicly traded midstream companies have largely missed out on the volume upside as Aethon and its midstream subsidiaries gather ~90% of the company’s own Louisiana production.
  • North American Energy Indicators and Equity Prices.
  • North American Natural Gas Prices.
  • North American Crude Oil Prices.
  • North American Natural Gas Liquids Prices.