EQT-Equitrans Merger Heralds Asset Sales Ahead
EQT will acquire Equitrans Midstream for $5.5B in stock. The merger will create an opportunity for companies to pick up…
Northeast
TC Energy Sells Portland Pipe, Chips Away at Sales Goal
TC Energy has reached a deal to sell the Portland Natural Gas Transmission System for US$1.14B, moving the company closer…
ETRN Volumes Fall as EQT Shuts 1 Bcf/d of Production
Leading producer EQT has shut ~1 Bcf/d of production in response to low gas prices. Equitrans is bearing most of…
Northeast E&Ps Lift Winter Supply, Contribute to Gas Glut
Helped by a new pipeline expansion, Northeast gas producers have ramped production to record levels this winter. The growth is…
LNG Closure Creates Reliability Risk in New England
New England risks losing a key source of natural gas peaking supply if the owner moves forward with a plan…
The Case for Upside from a CHK–SWN Combo
The Chesapeake-Southwestern merger could be good or bad news for midstream companies, depending how a few factors break. East Daley…
Is $17B CHK – SWN Deal Good for Midstream? The Bear Case
Chesapeake and Southwestern Energy will merge and create the largest US natural gas producer. EDA expects the deal to shift…
A Deeper Look at the EIA’s Latest NGL Data ─ NGL Production Surged Across All Basins
NGL production came in higher than expected in the Permian and Anadarko, indicating an uptick in GPMs in those regions.…
Who’s on the Chopping Block?
East Daley Analytics has made a conviction call for gas oversupply in 2023, and we are monitoring real-time rig data…