The Case for Upside from a CHK–SWN Combo
The Chesapeake-Southwestern merger could be good or bad news for midstream companies, depending how a few factors break. East Daley…
ArkLaTex
Is $17B CHK – SWN Deal Good for Midstream? The Bear Case
Chesapeake and Southwestern Energy will merge and create the largest US natural gas producer. EDA expects the deal to shift…
Williams Deal Spotlights Value of Gas Storage
Williams (WMB) is acquiring six Gulf Coast storage facilities, an asset class East Daley expects to grow in value as…
Tokyo Gas Expands in Haynesville with $2.7B Rockcliff Purchase
A unit of Tokyo Gas has reached a deal to buy private Rockcliff Energy II for $2.7 billion, giving the…
The Haynesville is Bigger in Texas
Strong performance on the Texas side of the Haynesville shale has created unexpected growth recently, lifting production above East Daley’s…
Comstock Gives a Reason to be Bullish on Haynesville
Comstock Resources (CRK) is giving investors a reason to be bullish on future gas supply in the ArkLaTex Basin.
Haynesville Producers Dial Up Supply
Haynesville natural gas producers are boosting output in November, defying rig trends and East Daley’s basin forecast.
DTM LEAPs Ahead in Haynesville
Ahead of DT Midstream’s 3Q23 earnings this week, East Daley sees growth in the company’s Haynesville assets as the driver…
Star Performer May Burn Out for KMI, ET
The Midcontinent Express Pipeline (MEP) has had a great run for owners Kinder Morgan and Energy Transfer (ET), but the…
Haynesville Growth Cycle Comes to an End
Haynesville producers are hitting the brakes on growth and plan to keep output flat through YE23. East Daley expect supply…