DTM LEAPs Ahead in Haynesville
Ahead of DT Midstream’s 3Q23 earnings this week, East Daley sees growth in the company’s Haynesville assets as the driver…
The Daley Note
Star Performer May Burn Out for KMI, ET
The Midcontinent Express Pipeline (MEP) has had a great run for owners Kinder Morgan and Energy Transfer (ET), but the…
Mountain Valley Start-up Delayed to 1Q24
Equitrans Midstream has postponed the expected start-up of Mountain Valley Pipeline to 1Q24. The project now won’t be available for…
EDA Lowers NuStar View as Crude Volumes Disappoint
East Daley Analytics has lowered our forecast for NuStar Energy (NS) ahead of the company’s 3Q23 earnings following an underwhelming…
What Comes After Mountain Valley?
Pipeline operators plan new projects to add takeaway from the Marcellus and Utica shales later this decade.
New-Look ONEOK Takes Center Stage of 3Q23 Earnings
3Q23 earnings season start this week, and the quarter will give the first profile of ONEOK following close of the…
West Coast Storage Reaches Key Benchmark
Natural gas storage inventory on the West Coast has closed a significant gap
Drought Threatens LPG Export Growth
A drought is restricting tanker traffic through the Panama Canal and could slow growth of Gulf Coast LPG exports.
New Bakken Pipeline Helps Two Basins
Kinder Morgan (KMI) and WBI Energy are partnering on a pipeline project that will add southbound takeaway from the Williston…
Exxon-Pioneer Would Create a Monster for Permian Midstream
ExxonMobil is reportedly near a deal to buy Pioneer Resources for $60B, according to the Wall Street Journal. The merger…