Permian Nosedive Points to Gas Egress Concerns
East Daley forecasts Permian natural gas egress to tighten by late 2022, yet steep price discounting at Waha suggests takeaway…
The Daley Note
Appalachian Growing Pains
East Daley models Northeast gas growth to be in maintenance mode. Appalachian growing pains are on the horizon barring Mountain…
Ladies & Gentlemen, Summit Has Left the Bison
Summit Midstream (SMLP) will sell its Bison Midstream gas gathering system in North Dakota to Steel Reef Infrastructure for $40…
Refinery Outages Plague Midwest
Should BP’s Toledo refinery remain offline, excess crude barrels will have to find a new home.
Antero Could Turn Around Crestwood System
Crestwood Equity Partners (CEQP) sold its southwest Marcellus gathering and compression assets to Antero Midstream (AM) for $205 million last…
Goliath vs. Goliaths
Energy Transfer’s (ET) Permian systems lost 5 rigs for the week of Sept. 4, the largest W-o-W drop by all…
Compass Points North for Permian Bottlenecks
Northbound Permian gas pipelines are beginning to fill, supporting East Daley’s thesis that basin egress will tighten in early 2023.
Williams Bolsters Haynesville Gas Gathering
Williams (WMB) is readying for the Haynesville gas supply boom, which East Daley forecasts to average 2 Bcf/d of growth…
Devon Breaks LNG Capital Barrier
Devon Energy’s (DVN) agreement for the Delfin LNG project is a possible template for producers to bridge the capital gap…
EnLink Capacity Constraints Loom in Oklahoma
Volumes on EnLink Midstream’s Central Oklahoma system trend higher in our recently revised forecast due to a significant increase in…