Kinetik

12Aug2025

Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, Losers

Crude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley Note

Drilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…

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12Aug2025

Midstream Cleaves Into Winners, Losers as Permian Rigs Slide

Fundamentally Speaking, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Targa

Drilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, as softer oil prices and…

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31Jul2025

Permian Gas at Crossroads: Market Headwinds Today, LNG Tailwinds Tomorrow?

Crude, Energy Transfer, Kinder Morgan, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note, Western Midstream Partners

East Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…

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30Jul2025

Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth Target

Crude, Equity, Kinetik, MPLX LP, Natural Gas, Northeast, The Daley Note, Williams

East Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…

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3Jul2025

Canada’s Anniversary Wish: More Trans Mountain Expansions

Energy Transfer, Equity, Kinetik, Natural Gas Liquids, Permian, The Daley Note

Happy anniversary, TMX. One year out from the widely anticipated looping project, Trans Mountain Pipeline is weighing further expansions to…

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2Jul2025

ET Lawsuit Clouds Bright Outlook for Kinetik

Energy Transfer, Equity, Kinetik, Natural Gas Liquids, Permian, The Daley Note

Kinetik Holdings (KNTK), among the shining stars in midstream, faces a lawsuit by Energy Transfer (ET) that challenges one of…

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6Jun2025

Kinetik Rides Post-Earnings Momentum

Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note

Kinetik Holdings (KNTK) shares have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary.

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28May2025

Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers

Energy Transfer, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley Note

Tallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…

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26Feb2025

Kinetik’s Durango Deal Pays Off as Rigs Double on System

Equity, Kinetik, Natural Gas, Permian

Kinetik’s (KNTK) acquisition of Durango Midstream is paying dividends as rig counts have doubled on the G&P system in the…

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26Dec2024

Best of 2024: M&A in Permian: A Knife Fight for the NGL Barrel

Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream Partners

In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…

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