9Apr2024FTC Request Delays CHK-SWN MergerArkLaTex, DTM Midstream, Energy Transfer, MPLX LP, Natural Gas, Northeast, WilliamsChesapeake (CHK) and Southwestern Energy (SWN) have postponed the closing date of their E&P merger following an information request from…READ
22Mar2024First Midstream Investment Starts in Ohio-Utica ShaleDTM Midstream, Natural Gas, Northeast, The Daley NoteDT Midstream has started a new gathering pipeline ahead of schedule in the Ohio-Utica shale, the first major midstream investment…READ
20Mar2024EQT-Equitrans Merger Heralds Asset Sales AheadEquity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsEQT will acquire Equitrans Midstream for $5.5B in stock. The merger will create an opportunity for companies to pick up…READ
15Mar2024TC Energy Sells Portland Pipe, Chips Away at Sales GoalEquity, Natural Gas, Northeast, TC Energy, The Daley NoteTC Energy has reached a deal to sell the Portland Natural Gas Transmission System for US$1.14B, moving the company closer…READ
12Mar2024ETRN Volumes Fall as EQT Shuts 1 Bcf/d of ProductionEquitrans Midstream, Equity, Natural Gas, NortheastLeading producer EQT has shut ~1 Bcf/d of production in response to low gas prices. Equitrans is bearing most of…READ
28Feb2024Northeast E&Ps Lift Winter Supply, Contribute to Gas GlutNatural Gas, Northeast, The Daley NoteHelped by a new pipeline expansion, Northeast gas producers have ramped production to record levels this winter. The growth is…READ
19Jan2024LNG Closure Creates Reliability Risk in New EnglandNatural Gas, NortheastNew England risks losing a key source of natural gas peaking supply if the owner moves forward with a plan…READ
18Jan2024The Case for Upside from a CHK–SWN ComboArkLaTex, Energy Transfer, Equity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsThe Chesapeake-Southwestern merger could be good or bad news for midstream companies, depending how a few factors break. East Daley…READ
17Jan2024Is $17B CHK – SWN Deal Good for Midstream? The Bear CaseArkLaTex, Energy Transfer, Equity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsChesapeake and Southwestern Energy will merge and create the largest US natural gas producer. EDA expects the deal to shift…READ
19Dec2023A Deeper Look at the EIA’s Latest NGL Data ─ NGL Production Surged Across All BasinsAnadarko, Natural Gas Liquids, Northeast, PermianNGL production came in higher than expected in the Permian and Anadarko, indicating an uptick in GPMs in those regions.…READ