The Daley Note (17)

M&A Exerts a Gravity on Permian Rig Counts

Posted by: East Daley Analytics

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 ...

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21 May

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

Posted by: East Daley Analytics

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 ...

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17 May

Gas Constraints Could Limit Bakken Oil Growth

Posted by: East Daley Analytics

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.

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16 May

Price Curve Misses Ethane Export Surge

Posted by: East Daley Analytics

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 ...

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15 May

Kinetik Extends Reach in Delaware with Durango Midstream Purchase

Posted by: East Daley Analytics

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 ...

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14 May

Data Center Demand Could Send Midstream to the Moon

Posted by: East Daley Analytics

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), ...

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10 May

Hope Springs Eternal as Mountain Valley Nears Start

Posted by: East Daley Analytics

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 ...

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9 May

Big Ethane Contracts Scramble the NGL Outlook

Posted by: East Daley Analytics

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 ...

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8 May

A Golden Pass Delay Would Bend, Not Break Bullish ‘25 View

Posted by: East Daley Analytics

Comments: 0

Bloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut our Henry Hub forecast by ...

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7 May

Pipeline Work Will Disrupt Permian Crude Flows

Posted by: East Daley Analytics

Comments: 0

Upcoming maintenance work on the Wink-to-Webster and Midland-to-Echo III pipelines in June will disrupt normal operations out of the Permian Basin ...

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