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
17Mar2023Who’s on the Chopping Block?Antero, Equitrans Midstream, Natural Gas, Northeast, The Daley NoteEast Daley Analytics has made a conviction call for gas oversupply in 2023, and we are monitoring real-time rig data…READ