East Daley Analytics – Dissecting the Energy Value Chain
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East Daley Analytics

26 Jan

Customers Line Up for Next LNG Wave

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LNG project developers continue to make progress in signing new customers, helping firm up the long-term outlook for natural gas demand in East Daley ...
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25 Jan

Kinder Morgan Results Miss Consensus, 1% above EDA in 4Q

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Kinder Morgan (KMI) reported 4Q23 Adj. EBITDA below Street estimates last week, confirming a forecast by East Daley Analytics for a disappointing ...
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24 Jan

Permian Shrink Continues with $4.5B APA-Callon Deal

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APA Corp. (APA) will acquire Callon Petroleum (CPE) for $4.5B. The deal is likely to result in rig cuts, continuing the consolidation trend underway ...
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23 Jan

Winter Storm Bites into Gas Production, Storage

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A mid-January Arctic blast put a serious dent in Lower 48 natural gas production last week and sent spot prices soaring. While gas futures have ...
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19 Jan

LNG Closure Creates Reliability Risk in New England

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With bitter temperatures blanketing the US, the Everett LNG import terminal is helping New England residents stay warm and keep the lights on this ...
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18 Jan

The Case for Upside from a CHK–SWN Combo

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) will merge into the largest US natural gas producer. The $17B deal could be good or bad news ...
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17 Jan

Is $17B CHK – SWN Deal Good for Midstream? The Bear Case

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) have agreed to merge and create the largest US natural gas producer. East Daley Analytics ...
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12 Jan

DJ Basin Crude Recovery is Nearly Complete

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Oil production in the Denver Julesburg Basin has been steadily rebounding off lows hit during the 2020 downturn and will near pre-COVID output in ...
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11 Jan

Williams Deal Spotlights Value of Gas Storage

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Williams (WMB) is acquiring six storage facilities on the Gulf Coast, an asset class East Daley Analytics expects to grow in value as LNG exports ...
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10 Jan

Tokyo Gas Expands in Haynesville with $2.7B Rockcliff Purchase

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A unit of Tokyo Gas has reached a deal to buy private Rockcliff Energy II for $2.7 billion, giving the Japanese firm a larger foothold in the ...
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