A Hawkeye View of Kinder Morgan Ahead of 2Q Results
Kinder Morgan (KMI) has been on a roll of late, beating market expectations for 1Q23 earnings. Will momentum continue in…
The Daley Note
2Q23 Data Points Two Ways for Targa
As 2Q23 data trickles in ahead of earnings season, East Daley weighs conflicting data points for Targa Resources (TRGP).
2Q23 Data Points Two Ways for Targa
As 2Q23 data trickles in ahead of earnings season, East Daley weighs conflicting data points for Targa Resources (TRGP).
Enterprise Permits New NGL Pipeline Out of Permian
Enterprise Products (EPD) has permitted a new NGL pipeline out of the Permian Basin that appears to follow the same…
Enterprise Permits New NGL Pipeline Out of Permian
Enterprise Products (EPD) has permitted a new NGL pipeline out of the Permian Basin that appears to follow the same…
Haynesville Rigs are Falling Fast. Who Takes the Hit?
Haynesville producers are slashing rig counts fast, bringing activity more in line with East Daley’s expectations at the start of…
Haynesville Rigs are Falling Fast. Who Takes the Hit?
Haynesville producers are slashing rig counts fast, bringing activity more in line with East Daley’s expectations at the start of…
The Wisdom Lost in the Data: ET Processing
Energy Transfer (ET) has been expanding natural gas processing on its Delaware system despite spare capacity. East Daley investigates the…
The Wisdom Lost in the Data: ET Processing
Energy Transfer (ET) has been expanding natural gas processing on its Delaware system despite spare capacity. East Daley investigates the…
Big Growth Creates Permian G&P System Winners
East Daley expects wide variance in performance by G&P systems in the Permian Basin in 2023 amid strong overall gas…