The Daley Note (22)

Low Prices Slow Drilling on EnLink Anadarko System

Posted by: East Daley Analytics

Comments: 0

Low natural gas prices have taken a toll on rig counts in the Anadarko Basin and led to lower activity on EnLink Midstream’s (ENLC) Central Oklahoma ...

Read

21 Feb

$26B Endeavor Buyout Signals Slower Growth in Midland

Posted by: East Daley Analytics

Comments: 0

Diamondback Energy (FANG) will merge with Endeavor Energy Resources in a $26B cash-and-stock deal. The buyout of Endeavor, one of the fastest growing ...

Read

20 Feb

Is Matador Ready for a Bull Run?

Posted by: East Daley Analytics

Comments: 0

Judging by midstream data, East Daley Analytics expects Matador Resources (MTDR) to report robust gas production growth Q-o-Q in its upcoming 4Q23 ...

Read

16 Feb

Western Haynesville Play Yields Monster Gas Wells

Posted by: East Daley Analytics

Comments: 0

New exploratory drilling in the Western Haynesville play is yielding monster natural gas wells with initial production (IP) rates well above the ...

Read

15 Feb

Pipe Outlook Brightens After Bridging Contract Cliff

Posted by: East Daley Analytics

Comments: 0

East Daley Analytics raised our outlook for Midcontinent Express Pipeline (MEP) after the pipeline successfully resigned capacity under short-term ...

Read

14 Feb

LPG Export Surge Pushes Docks to the Limit

Posted by: East Daley Analytics

Comments: 0

East Daley Analytics expects NGLs shipped to international markets in the form of liquefied petroleum gas (LPGs) to hit a record high in 4Q23, ...

Read

13 Feb

Slide, Slide, Slippety Slide: Mild Winter Sends Gas on a Fantastic Voyage

Posted by: East Daley Analytics

Comments: 0

Natural gas prices have fallen below the $2/MMBtu mark through the spring of 2024 as balmy temperatures and steady production growth create ...

Read

9 Feb

New Fields Grow Gulf of Mexico Production in 2024

Posted by: East Daley Analytics

Comments: 0

Several new deepwater projects are planning to start up this year and contribute to higher production from the Gulf of Mexico (GoM).

Read

8 Feb

KMI Starts Markham Expansion, Adding to Storage Momentum

Posted by: East Daley Analytics

Comments: 0

Kinder Morgan (KMI) has started partial service on an expansion of the Markham gas storage facility on the Texas Gulf Coast. The announcement ...

Read

7 Feb

A New NGL Contender Enters the Ring

Posted by: East Daley Analytics

Comments: 0

MPLX is positioning to join a small group of companies that own all parts of the NGL value chain linking Permian Basin supply growth to international ...

Read

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

Capital Intelligence

Subscribe to the Daley Note

Posts by Topic

Recent Posts

March 14, 2025

March 13, 2025

March 12, 2025

March 11, 2025

Upcoming Events

LDC Mid Continent

LDC Southeast

LDC Gulf Coast

LDC Northeast

North American Crude Production: WCSB, Rockies & Permian Growth Impact on US Crude Market Hubs and Export Docks

The Natural Gas Demand Rocket Preps for Launch

EIC Investor Conference

Subscribe to
the Daley Note