Market Dislocation Puts This Pipe on the MEP
Midcontinent Express Pipeline (MEP) posted a big 1Q23 due to dislocation in regional natural gas prices linked to Haynesville supply…
The Daley Note
Pipelines File for Record Rate Hikes
Operators of liquids pipelines have started filing updated rates with federal regulators, in many cases rolling a record 13.3% rate…
Mexico is a Step Closer to Exporting LNG
TC Energy (TRP) has received approval to put the North Baja Xpress pipeline expansion into service
Boom in Crude Oil Exports Nears Key Threshold
Booming US crude oil exports are nearing a key threshold that could trigger big changes in the market, according to…
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…
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.