A Neglected Trophy in the Delaware
A modest oil pipeline in the northern Delaware Basin could capture upside from development in the hottest US oil play.
The Daley Note
High Gas Prices Slow Ethane Recovery in Rockies
Ethane recovery has taken a hit in the Rockies as gas prices soared this winter. Volatile commodities could create risk…
Ovintiv–EnCap Deal Sets Off a Midland Rig Fight
Ovintiv’s purchase of three EnCap-backed producers will result in a shrinking rig count in the Midland Basin.
A Breather for Mont Belvieu
A tight market is attracting new investments in the NGL space. East Daley expects developers to add 955 Mb/d of…
Court Ruling Ends Hope for a 2023 Start of MVP
A new court ruling ends hope for a 2023 start of the Mountain Valley Pipeline in the Northeast.
Dual Reality: Why East Daley Maintains Two Supply Forecasts
East Daley Analytics maintains and regularly updates two natural gas supply forecasts for our commodity and equity models.
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…
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…