2023 Permian Outlook Revised Lower in Latest Forecast
East Daley lowered our 2023 Permian Basin gas supply forecast by 0.3 Bcf/d in our latest monthly update due to…
Natural Gas
EOG on the Road to El Dorado
EOG is building a pipeline to its Dorado gas play, boosting a bullish Eagle Ford outlook.
Delicate: Supply Growth Hinges on Solving Permian Bottleneck
Permian natural gas pipeline takeaway is set to expand by 1.8 Bcf/d in 2023, creating room for supply to grow…
Gulf Run Pipeline Starts Flowing
On January 1st, Gulf Run Pipeline (Energy Transfer) posted new contracts for the recently finished project. Shippers that signed up…
Top Stories of 2022: Targa Acquiring Lucid Energy for $3.55 Billion
Targa Resources (TRGP) is acquiring Lucid Energy for $3.55 billion. We see a great strategic fit that could create opportunities…
Top Stories of 2022: Matterhorn Partners Reach FID on Permian Pipeline
Matterhorn Express Pipeline reached FID on a new 42-inch pipeline. Matterhorn will be critical to meeting Permian growth after 2024…
Top Stories of 2022: Enterprise-Navitas Deal Bumps 2023 EBITDA
East Daley Analytics expects the $3.25 billion acquisition of Navitas Midstream to generate a significant 2023 EBITDA upside for Enterprise…
Freeze-Offs Dent December Gas Supply
The Arctic front that brought blistering cold weather to the US has put a dent in gas supply. We estimate…
Utica Play a Three-Way Opportunity for Midstream
A new Utica shale play could light a fire under Northeast midstream companies by bringing new investments to handle or…
Freeport LNG Won’t be Ringing in the New Year
Freeport LNG expects to restart operations in the second half of January 2023, pushing back its projected startup date from…