23Jul2024Double H Conversion to Double Bakken VolatilityBakken, Crude, Enbridge, Kinder Morgan, Natural Gas Liquids, Oneok, The Daley NoteKinder Morgan plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. The project…READ
10Jul2024Midstream Takes a Selective Hit from Low Gas PricesArkLaTex, DTM Midstream, Equity, Kinder Morgan, Natural Gas, The Daley Note, WilliamsEast Daley Analytics’ survey of gathering systems shows asymmetrical impacts from gas production cuts in 2Q24, creating winners and losers…READ
26Jun2024Evangeline Pass Adds Capacity, Tightens Southeast MarketsEnbridge, Kinder Morgan, Natural Gas, TC Energy, The Daley NoteVenture Global’s Plaquemines LNG will be the next LNG facility to come online, adding ~3.4 Bcf/d of new demand in…READ
6Jun2024After Marathon Deal, Conoco has Bakken in CrosshairsBakken, Crude, Kinder Morgan, MPLX LP, Natural Gas, Oneok, The Daley NoteConocoPhillips will acquire Marathon Oil for $17.1B. COP is evaluating cuts to the Bakken drilling program, creating downside for several…READ
21May2024Spurning Kimmeridge, SilverBow to Merge with Crescent in $2.1B DealEagle Ford, Energy Transfer, Enterprise, Kinder Morgan, Natural Gas, The Daley Note, Western Midstream PartnersSilverBow Resources has reached a deal to be acquired by Crescent Energy valued at $2.1B. The agreement with CRGY comes…READ
14May2024Data Center Demand Could Send Midstream to the MoonEnergy Transfer, Equity, Kinder Morgan, Natural Gas, The Daley Note, WilliamsThe energy industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley views…READ
25Apr2024Waha Pain is Ethane’s Gain as Gas Goes NegativeKinder Morgan, Natural Gas, Natural Gas Liquids, Permian, The Daley NoteNatural gas prices have been hammered recently in the Permian Basin, routinely trading below zero amid pipeline maintenance. East Daley…READ
10Apr2024Silverbow Board Battle Could Move South Texas OutlookEagle Ford, Kinder Morgan, Natural Gas, The Daley NoteA board battle between SilverBow Resources and Kimmeridge Texas Gas could impact the production outlook for South Texas, including volumes…READ
15Feb2024Pipe Outlook Brightens After Bridging Contract CliffEnergy Transfer, Kinder Morgan, Natural Gas, The Daley NoteEast Daley raised our outlook for Midcontinent Express Pipeline after the pipeline successfully resigned capacity under short-term contracts that expired…READ
8Feb2024KMI Starts Markham Expansion, Adding to Storage MomentumKinder Morgan, Natural Gas, The Daley NoteKinder Morgan has started partial service on an expansion of the Markham natural gas storage facility on the Texas Gulf…READ