Permian or Bust: Lower Oil Prices Narrow NGL Growth Story
A $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s…
Anadarko
Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?
WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…
The Anadarko Catches a Bid from $4 Gas Prices
Operators are returning to core of the Anadarko Basin in pursuit of higher natural gas prices, adding l0 rigs so…
ONEOK Reaches $4.3B Deal to Complete EnLink Merger
ONEOK will fully merge with EnLink Midstream after reaching an agreement to acquire the rest of ENLC’s units for $4.3B.
Boardwalk Grapples with Industry Giants for Southeast Market
East Daley recently reported on the ET South Mississippi and KMI Mississippi Crossing projects. Boardwalk Pipelines is also pursuing an…
KMI, ET Duel to Meet Southeast Demand Growth
Kinder Morgan (KMI) and Energy Transfer (ET) have launched dueling projects to move more natural gas to the Southeast.
Summit Acquires Tall Oak in a Bet on Gas
Summit Midstream will acquire Tall Oak Midstream III for a mix of cash and equity. Tall Oak gives SMC its…
Green Shoots for a Gas Basin Turnaround?
Anadarko, ArkLaTex, Energy Transfer, Equity, Kinder Morgan, Natural Gas, Oneok, Targa, The Daley Note
Gas prices seem stuck near $2/MMBtu, yet some producers have been quietly growing rigs in the ArkLaTex (Haynesville) and Anadarko…
Why ONEOK is Rebuilding the Medford Frac
ONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. The move…
$3.3B EnLink Deal Moves the Needle for ONEOK
Anadarko, ArkLaTex, EnLink, Equity, Natural Gas, Natural Gas Liquids, Oneok, Permian, The Daley Note
ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase move the needle in several ways: ENLC assets bridge…