East Daley Analytics – Dissecting the Energy Value Chain
Move beyond daily samples and get ahead of the market
Energy Insights and News
24 May

Start of TMX Raises the Ante for a Sour Barrel

Comments: 0
The much-anticipated start of the Trans Mountain expansion (TMX) became a reality on May 1, adding 590 Mb/d of egress capacity from Western Canada. ...
Read
23 May

Coal Conversion Supports New Gas Demand

Comments: 0
Enbridge (ENB) plans to expand the Eastern Tennessee Natural Gas (ETNG) pipeline to meet new power generation demand in the Southeast region. The ...
Read
22 May

M&A Exerts a Gravity on Permian Rig Counts

Comments: 0
Like a force of gravity, upstream dealmaking is steadily pulling rig counts lower in the Permian Basin. Drilling activity is well below recent highs ...
Read
21 May

Spurning Kimmeridge, SilverBow to Merge with Crescent in $2.1B Deal

Comments: 0
SilverBow Resources (SBOW) has reached a deal to be acquired by Crescent Energy (CRGY), creating a leading producer in South Texas. The agreement ...
Read
17 May

Gas Constraints Could Limit Bakken Oil Growth

Comments: 0
Gas pipelines out of North Dakota's Williston Basin are filling up, to the point where growth in crude oil production could become constrained.
Read
16 May

Price Curve Misses Ethane Export Surge

Comments: 0
Global demand for plastics continues to rapidly change US ethane markets in a way that is not reflected in the forward price curve. Most ethane ...
Read
15 May

Kinetik Extends Reach in Delaware with Durango Midstream Purchase

Comments: 0
Kinetik (KNTK) will acquire Durango Midstream’s Permian Basin assets for $765MM in stock and cash, extending the company’s reach further north in the ...
Read
14 May

Data Center Demand Could Send Midstream to the Moon

Comments: 0
The industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley Analytics views Energy Transfer (ET), ...
Read
10 May

Hope Springs Eternal as Mountain Valley Nears Start

Comments: 0
Mountain Valley Pipeline (MVP) has sprung a leak, just weeks away from a planned start of the new pipeline. Despite the goal-line setback, we have ...
Read
9 May

Big Ethane Contracts Scramble the NGL Outlook

Comments: 0
It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench into NGL markets. The midstream company ...
Read
9 10 11 12 13

Subscribe to
the Daley Note

SUBSCRIBE

Posts by Topic

Recent Posts

feature image

Coterra Rides Permian Consolidation Wave

November 22, 2024

feature image

Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

November 21, 2024

feature image

Kinetik Expansion to Unlock Permian Supply

November 20, 2024

feature image

Move Over Tyson-Paul, the Real Warrior is Here

November 19, 2024

Upcoming Events

Dirty Little Secrets Part 2: Take Me to the Gulf

December 04, 2024

Register Here