30Sep2025Eagle Ford JV: A Likely Transaction Between EPD and PAA?Fundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaThis week’s non-core asset focus is the Eagle Ford joint venture between Enterprise Products (EPD) and Plains All American (PAA).…READ
23Sep2025Sour Gas Trend Highlights Potential Winners, Targets in Delaware MidstreamFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaSour gas development is a leading trend in the Delaware Basin and, as East Daley Analytics highlighted last week, acid…READ
23Sep2025Delaware Sour Gas Trend Points to Winners, Targets in MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteSour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…READ
16Sep2025Sour Gas is a Sweet Opportunity for MidstreamFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaManaging sour gas is becoming a challenge for producers in the Delaware Basin. Development is shifting to the deeper Avalon…READ
16Sep2025Sour Gas is a Sweet Opportunity for MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteManaging sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the deeper Avalon and Bone…READ
9Sep2025MPLX Sells Rockies G&P Assets, Retains NGLs for Export PushBakken, Chevron, Fundamentally Speaking, TargaMPLX on Aug. 27 reached a deal to sell its Rockies G&P assets in the Green River and Uinta basins…READ
2Sep2025Close of Hess Sale Could Put Bakken Assets in PlayBakken, Chevron, Fundamentally Speaking, TargaChevron (CVX) on July 18 completed the $53B acquisition of Hess Corp., giving the oil major a 37.8% stake in…READ
14Aug2025Falling Spot Rates Confirm Slack in NGL MarketsEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley NoteIn its 2Q25 earnings, Enterprise Products confirmed a key point East Daley Analytics has flagged for clients: NGL export markets…READ
12Aug2025Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, LosersCrude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley NoteDrilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…READ
12Aug2025Midstream Cleaves Into Winners, Losers as Permian Rigs SlideFundamentally Speaking, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, TargaDrilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, as softer oil prices and…READ