NuStar Guidance: More Conservative than Texas
NuStar provided weak 2023 guidance for its Permian crude gathering system, in contrast to East Daley’s more optimistic outlook for…
The Daley Note
Finding Balance Means Sharing the Pain
Natural gas prices are likely to fall under $2 due to rapid supply growth, according to East Daley’s model. Producers…
Shock to the System: Sub-$2 Gas on the Horizon
Sub-$2 natural gas prices are now in view, according to East Daley’s model, and there may not be a lot…
A Sneak Peek at Targa Ahead of the Tape
East Daley expects Targa to report 4Q22 earnings on the low side of guidance due to lower commodity prices and…
Price Relief on Horizon for West Coast Gas Market
Relief is on the horizon for the West Coast as Kinder Morgan seeks to return Line 2000 of the El…
Anadarko Momentum Lifts EnLink System Outlook
EnLink Midstream is poised to ride drilling and supply momentum on its Central Oklahoma (COK) G&P system in 2023.
Arctic Blast Brings a Chill to ONEOK Earnings
December’s Arctic blast will likely dampen 4Q22 earnings for midstream company ONEOK.
(Please Don’t) Drill Baby Drill
Natural gas futures are falling hard, breaking below the $3/MMBtu level. The decline was inevitable, according to East Daley models.
Alliance Pipeline: Full Pipe, Falling Outlook
Despite a strong performance, East Daley has lowered our outlook for the Alliance Pipeline due to several significant contract roll-offs.
In Bordering States, Midstream Rates are Worlds Apart
Producers in Oklahoma and Colorado see some of the lowest and highest midstream costs, according to a study by East…