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…
The Daley Note
DJ Basin Crude Recovery is Nearly Complete
Oil production from the Denver Julesburg Basin has been steadily rebounding off lows hit in the 2020 downturn and will…
Williams Deal Spotlights Value of Gas Storage
Williams (WMB) is acquiring six Gulf Coast storage facilities, an asset class East Daley expects to grow in value as…
Tokyo Gas Expands in Haynesville with $2.7B Rockcliff Purchase
A unit of Tokyo Gas has reached a deal to buy private Rockcliff Energy II for $2.7 billion, giving the…
New Pipes Set Stage for Eagle Ford Growth
Howard Energy Partners and Kinder Morgan (KMI) recently completed two pipeline projects that add 2 Bcf/d of takeaway from the…
Best of 2023: TMX Earthquake to Send Tremors Through US Crude
Affect of Canada’s Trans Mountain Pipeline expansion on crude oil flows from Louisiana to the Midwest, according to East Daley’s…
Best of 2023: Another One! ONEOK Adds to Permian NGL Pipeline Push
ONEOK (OKE) plans to loop its West Texas NGL (WTX NGL) pipeline, joining an industry push to expand NGL pipelines…
Best of 2023: Barrels Wanted: $7.1B Crestwood Acquisition May Boost ET’s Downstream Volumes
Crestwood, Crude, Energy Transfer, Equitrans Midstream, Natural Gas Liquids, Oneok, Powder River, Targa, The Daley Note
Energy Transfer’s $7.1B acquisition of Crestwood Equity (CEQP) gives ET reach in new basins and could lift volumes on several…
Best of 2023: Why Mountain Valley Pipeline Creates Phantom Takeaway
East Daley Analytics anticipates Mountain Valley Pipeline (MVP) will run below half its capacity of 2 Bcf/d when the project…
Best of 2023: New Pipeline Could Move Matterhorn, Permian Gas Further Downstream
Whitewater Midstream plans to build a massive natural gas pipeline through southeastern Texas that appears to be an extension of…