Lower Gas Prices Dampen Energy Transfer Outlook
Energy Transfer (ET) beat East Daley and consensus expectations, but 2023 guidance came in well below our forecast. East Daley…
Natural Gas
Baby Steps: More Downside Ahead for Haynesville Rigs
Several top Haynesville producers intend to drop rigs in 2023. We expect additional actions will be needed to keep the…
Haynesville Producers to Drop Rigs in 2023
Several leading Haynesville producers outlined plans to drop rigs in response to lower natural gas prices.
Flat’s All Folks – Northeast Supply Lacks Winter Punch
Gas producers in the Northeast have not delivered on their typical production ramp this winter.
Don’t Blame Weather for Falling Natural Gas Prices
A mild winter is not to blame for falling natural gas prices, according to East Daley’s analysis of storage activity.
Permian Producers Guide to Growth in 2023
Several of the largest Permian Basin producers expect to increase production in 2023, albeit at a slower pace than the…
Arrow Points Up for Crestwood
The outlook is bright for Crestwood Equity (CEQP) despite some bumps in the road this winter.
New Midland System Gets DoublePoints for Growth
A new G&P system, Pinnacle Dos Picos, recently began operations in the Midland, ramping up volumes despite tight basin takeaway.
Raising Targa Outlook on Solid Midland Data
East Daley raised our 4Q22 earnings outlook for Targa Resources (TRGP) following new data showing strong performance on assets in…
Line 2000 Restart Should Lift Permian Prices
Permian gas prices should see a lift once El Paso restarts Line 2000 in mid-February. The pipeline received approval to…