30May2023To Flare or Not to Flare? Hard Decisions Ahead for Permian ProducersNatural Gas, Permian, The Daley NoteA mismatch between supply and pipeline infrastructure could lead to increased gas flaring in the Permian Basin, according to a…READ
25May2023Exports are the Big Prize of OKE-MMP ComboCrude, Equity, Magellan, Oneok, The Daley NoteThe merger of ONEOK (OKE) and Magellan (MMP) could reap big profits from exports, according to East Daley Analytics.READ
24May2023OKE-MMP a Fine Blend for Butane BusinessEquity, Magellan, Natural Gas Liquids, Oneok, The Daley NoteONEOK’s purchase of Magellan Midstream should create compelling synergies in butane blending.READ
23May2023O Synergies, Where Art Thou? OKE-MMP Combo has Investors LostEquity, Magellan, Oneok, The Daley NoteONEOK’s plan to buy Magellan Midstream has gone down like a lead balloon with investors skeptical of the potential synergies…READ
18May2023Kinetik Puts GCX Pipeline Stake on the BlockEquity, Kinetik, Natural Gas, Permian, The Daley NoteKinetik (KNTK) will likely begin marketing its 16% share in Gulf Coast Express Pipeline (GCX) this quarter.READ
18May2023Wildfires Cut Oil and Gas Flows from CanadaCrude, Enbridge, Natural Gas, Pembina, The Daley NoteWildfires have led Canadian producers and midstream operators to shut-in some infrastructure.READ
16May2023NextEra to Sell Gas Pipeline AssetsEagle Ford, Equity, Natural Gas, The Daley Note, WilliamsNextEra Energy Partners (NEP) plans to divest its natural pipeline assets and transform into a 100% pure-play renewables investment.READ
15May2023Latest Permian Merger Will Cost a Few RigsNatural Gas, Permian, The Daley NoteSeveral G&P systems are at risk of losing rigs later this year following Callon Petroleum’s (CPE) purchase of Percussion Petroleum…READ
11May2023Delaware Producer is Moving DownstreamCrude, Natural Gas, San Juan, The Daley NoteIndependent producer Matador Resources (MTDR) is building a midstream foothold in the Delaware Basin.READ
8May2023Exports, Marketing Drive a Big 1Q23 Beat for TargaEquity, Natural Gas Liquids, Targa, The Daley NoteMidstream is a complex profit machine, a reality underscored by Targa Resources (TRGP) big 1Q23 beat. TRGP reported 8% above…READ