Anadarko

26Sep2024

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…

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17Sep2024

Why ONEOK is Rebuilding the Medford Frac

Anadarko, Bakken, Natural Gas Liquids, Oneok, Permian, The Daley Note

ONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. The move…

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4Sep2024

$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…

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5Jul2024

Record Ethane Production Bodes Well for 2Q24 Earnings

Anadarko, Natural Gas Liquids, Northeast, Permian, The Daley Note

Ethane was the top energy commodity performer in March ‘24, according to the latest EIA data. Higher recovery predicted by…

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22Feb2024

Low Prices Slow Drilling on EnLink Anadarko System

Anadarko, EnLink, Equity, Natural Gas, The Daley Note

Low natural gas prices have taken a toll on rig counts in the Anadarko Basin and led to lower activity…

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23Jan2024

Winter Storm Bites into Gas Production, Storage

Anadarko, ArkLaTex, Natural Gas, Permian

A mid-January Arctic blast put a serious dent in Lower 48 natural gas production last week and sent spot prices…

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19Dec2023

A Deeper Look at the EIA’s Latest NGL Data ─ NGL Production Surged Across All Basins

Anadarko, Natural Gas Liquids, Northeast, Permian

NGL production came in higher than expected in the Permian and Anadarko, indicating an uptick in GPMs in those regions.…

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1Nov2023

Mach IPO Highlights Tier 2 Potential

Anadarko, Dirty Little Secrets, Natural Gas, The Daley Note

Mach Natural Resources launched an IPO last week, raising nearly $172MM. The offering reflects growing investor interest in the E&P…

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30Aug2023

Low Gas Prices Bite into Anadarko Supply

Anadarko, EnLink, Natural Gas, The Daley Note

Gas flows have been sliding in pipeline samples from the Anadarko Basin, suggesting that slowing rig activity could be taking…

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24Aug2023

Anadarko Basin Flows Slide 6% in August

Anadarko, Natural Gas, Powder River, San Juan

Gas flows have been sliding in the Anadarko Basin as lower drilling slows production. Anadarko samples are down nearly 6%…

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