Equity

5Dec2023

Midstream is Ripe for More M&A

Dirty Little Secrets, Enterprise, Equity, Kinder Morgan, Natural Gas, Targa, The Daley Note, Williams

Midstream is seeing robust M&A activity, a trend East Daley Analytics expects to continue in 2024. The new Dirty Little…

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14Nov2023

Williams Inks Deals to Grow DJ Footprint

Equity, Natural Gas, Natural Gas Liquids, The Daley Note, Williams

Williams (WMB) has reached deals to purchase Cureton Midstream and buy the remaining 50% interest in Rocky Mountain Midstream,

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10Nov2023

NuStar Crude System Keeps Us Wondering

Crude, Equity, NuStar, Permian

NuStar Energy’s (NS) Permian Crude gathering system reported a mixed 3Q23 outlook. Volumes rose 3% Q-o-Q but the company lowered…

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1Nov2023

Rate Design Would Lift Revenue for GTN

Equity, Natural Gas, TC Energy, The Daley Note

TC Energy’s (TRP) Gas Transmission Northwest has proposed a new rate design that East Daley estimates would raise pipeline revenue.

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30Oct2023

DTM LEAPs Ahead in Haynesville

ArkLaTex, DTM Midstream, Equity, Natural Gas, The Daley Note

Ahead of DT Midstream’s 3Q23 earnings this week, East Daley sees growth in the company’s Haynesville assets as the driver…

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25Oct2023

Bakken Assets Look Strong for ONEOK

Bakken, Equity, Natural Gas, Natural Gas Liquids, Oneok

As investors gear up for ONEOK’s (OKE) earnings, East Daley expects strong results from the company’s Bakken assets.

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23Oct2023

Mountain Valley Start-up Delayed to 1Q24

Equitrans Midstream, Equity, Natural Gas, The Daley Note

Equitrans Midstream has postponed the expected start-up of Mountain Valley Pipeline to 1Q24. The project now won’t be available for…

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18Oct2023

EDA Lowers NuStar View as Crude Volumes Disappoint

Crude, Equity, NuStar, Permian, The Daley Note

East Daley Analytics has lowered our forecast for NuStar Energy (NS) ahead of the company’s 3Q23 earnings following an underwhelming…

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16Oct2023

New-Look ONEOK Takes Center Stage of 3Q23 Earnings

Equity, Magellan, Oneok, The Daley Note

3Q23 earnings season start this week, and the quarter will give the first profile of ONEOK following close of the…

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4Oct2023

TRP Debt Woes Start With a Missing Link

Equity, Natural Gas, The Daley Note

TC Energy (TRP) faces a high debt load tied closely to spending on the Coastal GasLink pipeline.

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