Summer’s Not Over in the Haynesville
Haynesville rigs have been climbing, bolstering East Daley’s bullish production outlook in the basin.
The Daley Note
The KMCC Won’t Let Crude Rates Be
Volumes are rising on Kinder Morgan’s Crude and Condensate Pipeline along with falling contract rates.
A Tale of Two Basins at Western Midstream
Western Midstream could face a reduction in cash flow due to flattening or even declining Denver-Julesburg gas volumes.
Waha Moves: Some Midstreamers Win, Others Lose
Volatile Waha natural gas prices will affect Permian midstream companies in different ways.
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…
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…