East Daley Analytics – Dissecting the Energy Value Chain
Energy Insights and News

The Channel That Never Sleeps

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The Houston Ship Channel (HSC) is working around the clock to keep liquefied petroleum gas (LPG) cargoes moving, thanks to a recent change in local ...
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The Houston–Midland Spread is Ready to Blow

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The crude oil price spread from Midland to the Magellan East Houston (MEH) market is primed to significantly widen later in 2024 and 2025, according ...
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ETRN Volumes Fall as EQT Shuts 1 Bcf/d of Production

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Leading Appalachian producer EQT has shut-in ~1 Bcf/d of natural gas production in response to low prices. Equitrans Midstream (ETRN) is bearing the ...
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Canadian Supply Growth Pushes More Gas into US

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Producers in Western Canada are expanding output ahead of the country’s first major LNG project, pushing more natural gas into the US and adding to a ...
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Chord, Enerplus Plan a Bakken Super-Merger

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Chord Energy (CHRD) and Enerplus (ERF) plan to merge in an $11B transaction, creating an E&P focused on Bakken oil development. Several midstream ...
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Chesapeake Puts 1 Bcf/d of Production on Hold

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Chesapeake Energy (CHK) will pull back on drilling and starting new wells in response to low natural gas prices. CHK is one of several producers ...
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Midstream Spends $10B on Gas Projects in 2024: CAPEX Dashboard

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Energy companies plan to spend the lion’s share of midstream budgets on natural gas this year, investing over $10B to upgrade and expand gas ...
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CHK-SWN Merger Likely to See Antitrust Scrutiny

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The $17B merger between Chesapeake Energy (CHK) and Southwestern Energy (SWN) is still in the early innings in the view of East Daley Analytics, as ...
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WES Unloads Assets Amid Takeover Rumors

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Amid rumors that Occidental (OXY) may divest its company stake, Western Midstream (WES) has sold several non-core assets to buyers including ...
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Northeast E&Ps Lift Winter Supply, Contribute to Gas Glut

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Helped by a new pipeline expansion, Marcellus and Utica gas producers have ramped production to record levels this winter. The supply growth is ...
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