21Dec2022Tallgrass Buying Ruby Pipeline at Fair PriceEquity, Natural Gas, The Daley NoteTallgrass Energy submitted a winning bid to purchase Ruby Pipeline out of bankruptcy, outbidding rival Kinder Morgan (KMI).READ
20Dec2022Plains to Sell Alberta NGL Assets; We Model Supply Growth for CanadaEquity, Natural Gas Liquids, The Daley NotePlains All American (PAA) will sell its 21% interest in Keyera Fort Saskatchewan back to Keyera (KEY) for $270 million.…READ
19Dec2022Williams’ MountainWest Purchase is a Bet on Rockies UpsideEquity, Natural Gas, The Daley NoteWilliams (WMB) will acquire MountainWest Pipelines from Southwest Gas (SWX) for $1.5 billion in cash and debt. East Daley sees…READ
15Dec2022In Colorado, Industry Navigates New World of ESGCrude, Natural Gas, Summit, The Daley NoteThe Colorado oil and gas industry is adapting to some of the toughest environmental and permitting rules in the nation.READ
14Dec2022Project Approval Hits the SPOT for ExportsCrude, The Daley NoteEnterprise (EPD) received a key approval for its SPOT project offshore the Gulf Coast. We see SPOT intensifying US competition…READ
12Dec2022Mind the Gap in the Kinder Morgan OutlookEquity, The Daley NoteKinder Morgan (KMI) is guiding to a strong performance in 2023, above East Daley’s forecast for the year ahead. We…READ
7Dec2022Sempra on LNG Signing SpreeNatural Gas, The Daley NoteUS LNG project developers have been busy signing up new customers in 2022, supporting East Daley’s bullish view on long-term…READ
6Dec2022Dirty Little Secrets Preview: Who Gives a Frac?Dirty Little Secrets, Natural Gas Liquids, The Daley NotePlanned fractionation expansions are no match for NGL production growth in 2023, which East Daley expects will lead to tight…READ
2Dec2022Not All Swingers can Score in the ArkLaTexNatural Gas, The Daley NoteThe ArkLaTex Basin will be a swing source of natural gas supply in the next few years, leading to volatility…READ
30Nov2022Don’t Let the Eagle Ford Fly Under Your RadarCrude, Natural Gas, The Daley NoteRig counts in the Eagle Ford shale are the highest since 2019, leading East Daley to expect production growth in…READ