20Jun2024Let’s Get Cracking: Shell Plant Ramps, and a Northeast Ethane Market Takes ShapeEnergy Transfer, MPLX LP, Natural Gas Liquids, Northeast, The Daley NoteAn ethane market is developing in the Northeast as Shell (SHEL) finally ramps operations at the Monaco cracker in southwestern…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
7May2024Pipeline Work Will Disrupt Permian Crude FlowsCrude, Energy Transfer, Enterprise, MPLX LP, Permian, PlainsMaintenance work on the Wink-to-Webster and Midland-to-Echo III pipelines will disrupt crude flows out of the Permian Basin in June.READ
9Apr2024FTC Request Delays CHK-SWN MergerArkLaTex, DTM Midstream, Energy Transfer, MPLX LP, Natural Gas, Northeast, WilliamsChesapeake (CHK) and Southwestern Energy (SWN) have postponed the closing date of their E&P merger following an information request from…READ
20Mar2024EQT-Equitrans Merger Heralds Asset Sales AheadEquity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsEQT will acquire Equitrans Midstream for $5.5B in stock. The merger will create an opportunity for companies to pick up…READ
7Feb2024A New NGL Contender Enters the RingMPLX LP, Natural Gas, Natural Gas Liquids, Permian, The Daley NoteMPLX is positioning to join a small group of companies that own all parts of the NGL value chain linking…READ
18Jan2024The Case for Upside from a CHK–SWN ComboArkLaTex, Energy Transfer, Equity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsThe Chesapeake-Southwestern merger could be good or bad news for midstream companies, depending how a few factors break. East Daley…READ
17Jan2024Is $17B CHK – SWN Deal Good for Midstream? The Bear CaseArkLaTex, Energy Transfer, Equity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsChesapeake and Southwestern Energy will merge and create the largest US natural gas producer. EDA expects the deal to shift…READ
29Nov2023New Utica Shale Play Gains Steam in Eastern OhioDTM Midstream, MPLX LP, Natural GasDTM’s Ohio Utica system launch and EOG’s 430k acres fuel new energy in the Utica Shale play. Upcoming projects, processing…READ
14Sep2023Choose Your Pipe AdventureCrude, Enbridge, Energy Transfer, MPLX LP, The Daley NoteA new environmental review of the Dakota Access Pipeline (DAPL) lays out five possible scenarios without making a recommendation.READ