31Jan2023Arctic Blast Brings a Chill to ONEOK EarningsEquity, Natural Gas, The Daley NoteDecember’s Arctic blast will likely dampen 4Q22 earnings for midstream company ONEOK.READ
27Jan2023Bakken Supply Still Lower One Month After StormBakken, Natural Gas, Natural Gas WeeklyBakken production has not fully recovered from the Arctic blast that struck ahead of the holidays. Gas output fell by…READ
26Jan2023(Please Don’t) Drill Baby DrillDirty Little Secrets, Natural Gas, The Daley NoteNatural gas futures are falling hard, breaking below the $3/MMBtu level. The decline was inevitable, according to East Daley models.READ
25Jan2023Alliance Pipeline: Full Pipe, Falling OutlookEquity, Natural Gas, Natural Gas Liquids, The Daley NoteDespite a strong performance, East Daley has lowered our outlook for the Alliance Pipeline due to several significant contract roll-offs.READ
24Jan2023In Bordering States, Midstream Rates are Worlds ApartNatural Gas, Piceance, The Daley NoteProducers in Oklahoma and Colorado see some of the lowest and highest midstream costs, according to a study by East…READ
23Jan2023A Good Stroke of Timing for WilliamsEquity, Natural Gas, The Daley NoteWilliams’ (WMB) purchase of MountainWest Pipelines comes at a fortunate time.READ
20Jan2023Public E&Ps Return to Delaware BasinNatural Gas, Natural Gas WeeklyPermian Basin rig counts have recovered at the start of 2023 after a multi-week decline. Public operators in the Delaware…READ
19Jan2023ONEOK Dreams Big for Mexico-LNG PipelineNatural Gas, The Daley NoteONEOK is planning a massive pipeline to Mexico that would target new LNG demand on the Pacific Coast.READ
18Jan2023Transco Project Could Open Marcellus TakeawayNatural Gas, The Daley NoteWilliams won regulatory approval to expand the Transco pipeline system in the mid-Atlantic region.READ
13Jan2023Under-the-Radar Producer Delivers Midland GrowthNatural Gas, The Daley NoteHighPeak Energy is delivering supply growth in the Midland for the West Texas Gas system.READ