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The Daley Note 11/17/2020

The Daley Note 11/17/2020

  • You Boys Like Mexico?! Sempra Project to Open LNG Route for Permian Gas to Pacific: By utilizing existing assets at a relatively modest investment, the Costa Azul LNG export should boost returns for TCP’s asset while opening new markets for Permian gas. TCP
  • Go North – Northern Delaware Leads Basin Rig Recovery: Delaware Basin rig activity has rebounded nicely off August lows, particularly in the northern part of the basin, which should benefit Lucid, Targa Resources (TRGP), and MPLX with systems in the area. TRGP, MPLX
  • North American Energy Indicators and Equity Prices
  • North American Natural Gas Prices
  • North American Crude Oil Prices
  • North American Natural Gas Liquids Prices