Pipe Outlook Brightens After Bridging Contract Cliff
East Daley raised our outlook for Midcontinent Express Pipeline after the pipeline successfully resigned capacity under short-term contracts that expired…
Energy Transfer
LPG Export Surge Pushes Docks to the Limit
East Daley expects NGL exports in the form of liquefied petroleum gas (LPGs) to hit a record high in 4Q23,…
Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer
Sunoco’s $7.3B NuStar buy could drive earnings and future synergies with Energy Transfer, adding growth options and refining Sunoco’s crude…
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…
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…
DJ Basin Crude Recovery is Nearly Complete
Oil production from the Denver Julesburg Basin has been steadily rebounding off lows hit in the 2020 downturn and will…
Best of 2023: Another One! ONEOK Adds to Permian NGL Pipeline Push
ONEOK (OKE) plans to loop its West Texas NGL (WTX NGL) pipeline, joining an industry push to expand NGL pipelines…
Best of 2023: Barrels Wanted: $7.1B Crestwood Acquisition May Boost ET’s Downstream Volumes
Crestwood, Crude, Energy Transfer, Equitrans Midstream, Natural Gas Liquids, Oneok, Powder River, Targa, The Daley Note
Energy Transfer’s $7.1B acquisition of Crestwood Equity (CEQP) gives ET reach in new basins and could lift volumes on several…
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.