Westworld: Premium Market Draws Gas Across the US
Natural gas price spreads to the West Coast continue to blow out, pulling gas from across the country to capitalize…
The Daley Note
Targa May Join Race to Build Next Permian Pipeline
Targa Resources (TRGP) is planning a new pipeline to move natural gas from the Permian Basin to the Texas Gulf…
Energy Transfer Flexes Dry Powder in Lotus Midstream Acquisition
Energy Transfer (ET) plans to acquire Lotus Midstream for $1.45B ($900MM cash), raising the midstream giant’s profile in Permian crude…
Party’s Over: Line 2000 Return Brings Short Relief to Permian Prices
The long-awaited restart of El Paso system’s Line 2000 brought Permian producers only a few weeks of relief from low…
Latest Project FIDs Bring Next LNG Wave into View
Two LNG export projects have made a final investment decision, moving the sector closer to a second LNG wave East…
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…
Trans Mountain Expansion Faces More Delays, Cost Hikes
Heavy oil producers in Western Canada will have to keep waiting before a pipeline expansion to the Pacific Coast opens…
Midstream Caught in Middle of Permian Producer Split
Public and private E&Ps are parting ways in the Permian Basin. Public companies have added rigs as privates pull back,…
MVP: So You’re Telling Me There’s a Chance
The Mountain Valley Pipeline could still begin service by the end of 2023 after scoring a new permit.
Who’s on the Chopping Block?
East Daley Analytics has made a conviction call for gas oversupply in 2023, and we are monitoring real-time rig data…