Kinetik Poised to Cut Crude Ties? EPIC Deal Could Open Door to More Sales
Kinetik’s recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more divestitures.…
Western Midstream Partners
Permian Gas at Crossroads: Market Headwinds Today, LNG Tailwinds Tomorrow?
Crude, Energy Transfer, Kinder Morgan, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…
What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil
Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note, Western Midstream Partners
Despite lower WTI prices, the rush is still on to build gas processing in the Permian Basin. Developers have used…
WES Plans Big Investments in Permian Water Infrastructure
Western Midstream has sanctioned the Pathfinder pipeline as part of a $400-450MM investment in produced-water infrastructure in the Delaware Basin,…
Best of 2024: M&A in Permian: A Knife Fight for the NGL Barrel
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream Partners
In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…
Uinta Expansions Boost Volumes at WES Plant
Western Midstream (WES) is poised to gain gas processing volumes in the Uinta Basin thanks to recent agreements with Williams…
Uinta Development Spurs Midstream Expansions
The Uinta Basin is drawing investments from Williams and Kinder Morgan to manage growing gas production in northeastern Utah.
Pipes, Plant Expansions Support Next Permian Growth Phase
Energy Transfer, Enterprise, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley sees Permian Basin gas production growing ~1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines.…
Cowboy Up: WES Rides Rig Rally in Powder River
Western Midstream (WES) is riding growing interest in the Powder River Basin thanks to its recently acquired Meritage Midstream assets.
M&A in Permian: A Knife Fight for the NGL Barrel
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream Partners
In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…