Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth Target
East Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…
Kinetik
Canada’s Anniversary Wish: More Trans Mountain Expansions
Happy anniversary, TMX. One year out from the widely anticipated looping project, Trans Mountain Pipeline is weighing further expansions to…
ET Lawsuit Clouds Bright Outlook for Kinetik
Kinetik Holdings (KNTK), among the shining stars in midstream, faces a lawsuit by Energy Transfer (ET) that challenges one of…
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.
Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers
Tallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…
Kinetik’s Durango Deal Pays Off as Rigs Double on System
Kinetik’s (KNTK) acquisition of Durango Midstream is paying dividends as rig counts have doubled on the G&P system in the…
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)…
Coterra Rides Permian Consolidation Wave
Coterra Energy (CTRA) is expanding its foothold in the northern Delaware Basin, acquiring assets of Franklin Mountain Energy and Avant…
Kinetik Expansion to Unlock Permian Supply
Kinetik (KNTK) is expanding its operations in New Mexico, building a new pipeline that will link the Durango G&P assets…
Permian’s Last Expandable Pipe Adds New Investors
Diamondback Energy (FANG) and Kinetik Holdings (KNTK) have acquired a joint 30% equity stake and committed more volume to EPIC…