NGL Investors Dust Off the Oldies
EnLink Midstream plans to restart the 145 Mb/d Gulf Coast Fractionators facility in Mont Belvieu, adding much-needed fractionation capacity to…
The Daley Note
EnLink Adds Tall Oak System to Meet STACK Growth
EnLink Midstream (ENLC) has acquired G&P assets in central Oklahoma to address a looming processing constraint.
Hitting the Brakes will be Hard in the Haynesville
Hitting the brakes on growth won’t be easy in the Haynesville, as Comstock Resources (CRK) illustrates.
Lower Gas Prices Dampen Energy Transfer Outlook
Energy Transfer (ET) beat East Daley and consensus expectations, but 2023 guidance came in well below our forecast. East Daley…
Baby Steps: More Downside Ahead for Haynesville Rigs
Several top Haynesville producers intend to drop rigs in 2023. We expect additional actions will be needed to keep the…
Flat’s All Folks – Northeast Supply Lacks Winter Punch
Gas producers in the Northeast have not delivered on their typical production ramp this winter.
Don’t Blame Weather for Falling Natural Gas Prices
A mild winter is not to blame for falling natural gas prices, according to East Daley’s analysis of storage activity.
Arrow Points Up for Crestwood
The outlook is bright for Crestwood Equity (CEQP) despite some bumps in the road this winter.
New Midland System Gets DoublePoints for Growth
A new G&P system, Pinnacle Dos Picos, recently began operations in the Midland, ramping up volumes despite tight basin takeaway.
East Daley Knows Plains
East Daley hit the nail on the head ahead of Plains All American’s 4Q22 earnings, matching reported Adj. EBITDA of…