A Hawkeye View of Kinder Morgan Ahead of 2Q Results
Kinder Morgan (KMI) has been on a roll of late, beating market expectations for 1Q23 earnings. Will momentum continue in…
Natural Gas
2Q23 Data Points Two Ways for Targa
As 2Q23 data trickles in ahead of earnings season, East Daley weighs conflicting data points for Targa Resources (TRGP).
High Storage to Weigh on Summer Gas Prices
While Henry Hub futures have been climbing for the balance of 2023, East Daley expects prices to pull back under…
Haynesville Rigs are Falling Fast. Who Takes the Hit?
Haynesville producers are slashing rig counts fast, bringing activity more in line with East Daley’s expectations at the start of…
The Wisdom Lost in the Data: ET Processing
Energy Transfer (ET) has been expanding natural gas processing on its Delaware system despite spare capacity. East Daley investigates the…
Start of MVP Triggers Earnings Waterfall for Equitrans
East Daley expects start-up of Mountain Valley Pipeline to unlock new investment opportunities for developer Equitrans (ETRN).
ArkLaTex Sample Falls Over 1 Bcf/d in June
East Daley’s ArkLaTex flow sample is down over 1.0 Bcf/d M-o-M in June, from an average of 13.7 Bcf/d in…
What’s Behind Recent Permian Price Strength?
Permian Basin natural gas prices have been more resilient than many had expected in 2023. East Daley review the possible…
Civitas to Cut Rigs After Entry Into Permian
Civitas Resources (CIVI) will acquire oil and gas operations in the Permian for $4.7 billion, diversifying away from the Denver-Julesburg.…
Houston Price Strength May Not Last
Houston Ship Channel prices have strengthened this year on a tighter regional balance. As infrastructure expands, East Daley expects more…