NGL Pipelines Ready for a Permian Supply Wave
East Daley Analytics predicts a big jump in Permian NGL volumes in 2023, driven by new investments in natural gas…
The Daley Note
Debt Ceiling Deal is the Golden Ticket for MVP
A new federal government funding bill contains a golden ticket for Mountain Valley Pipeline and sponsor Equitrans Midstream (ETRN).
Pipeline Owners Await a Cash Flow Gusher
Many pipeline owners will see a record tariff increase of up to 13.3% starting as soon as July 1, setting…
Chevron Gives a $7.6 Billion Endorsement to DJ Basin
Chevron (CVX) will acquire PDC Energy (PDCE) in an all-stock deal for $6.3B ($72/share), confirming the major’s commitment to the…
To Flare or Not to Flare? Hard Decisions Ahead for Permian Producers
A mismatch between supply and pipeline infrastructure could lead to increased gas flaring in the Permian Basin, according to a…
Exports are the Big Prize of OKE-MMP Combo
The merger of ONEOK (OKE) and Magellan (MMP) could reap big profits from exports, according to East Daley Analytics.
OKE-MMP a Fine Blend for Butane Business
ONEOK’s purchase of Magellan Midstream should create compelling synergies in butane blending.
O Synergies, Where Art Thou? OKE-MMP Combo has Investors Lost
ONEOK’s plan to buy Magellan Midstream has gone down like a lead balloon with investors skeptical of the potential synergies…
Kinetik Puts GCX Pipeline Stake on the Block
Kinetik (KNTK) will likely begin marketing its 16% share in Gulf Coast Express Pipeline (GCX) this quarter.
Wildfires Cut Oil and Gas Flows from Canada
Wildfires have led Canadian producers and midstream operators to shut-in some infrastructure.