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

The Case for Upside from a CHK–SWN Combo

Comments: 0
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 ...
Read

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

Comments: 0
Chesapeake Energy (CHK) and Southwestern Energy (SWN) have agreed to merge and create the largest US natural gas producer. East Daley Analytics ...
Read

DJ Basin Crude Recovery is Nearly Complete

Comments: 0
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 ...
Read

Williams Deal Spotlights Value of Gas Storage

Comments: 0
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 ...
Read

Tokyo Gas Expands in Haynesville with $2.7B Rockcliff Purchase

Comments: 0
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 ...
Read

New Pipes Set Stage for Eagle Ford Growth

Comments: 0
Howard Energy Partners and Kinder Morgan (KMI) recently completed two pipeline projects that add 2 Bcf/d of takeaway from the Eagle Ford, setting the ...
Read

Best of 2023: TMX Earthquake to Send Tremors Through US Crude

Comments: 0
Best of 2023: The Daley Note: September 6, 2023. Canada’s Trans Mountain Pipeline expansion (TMX) will have consequences for markets across North ...
Read

Best of 2023: Another One! ONEOK Adds to Permian NGL Pipeline Push

Comments: 0
Best of 2023: The Daley Note: August 29, 2023. ONEOK (OKE) is joining a push by industry to expand NGL pipelines out of the Permian Basin. On its ...
Read

Best of 2023: Barrels Wanted: $7.1B Crestwood Acquisition May Boost ET’s Downstream Volumes

Comments: 0
Best of 2023: The Daley Note: August 22, 2023. Energy Transfer (ET) plans to acquire Crestwood Equity (CEQP) for $7.1B in stock. The deal gives ET ...
Read

Best of 2023: Why Mountain Valley Pipeline Creates Phantom Takeaway

Comments: 0
Best of 2023: The Daley Note: June 21, 2023. On paper, the massive Mountain Valley Pipeline (MVP) has the potential to open new markets for Marcellus ...
Read

Subscribe to
the Daley Note

SUBSCRIBE

Upcoming Events

LDC Mid Continent

September 08, 2025

Register Here

LDC Southeast

April 15, 2025

Register Here

LDC Gulf Coast

October 13, 2025

Register Here

LDC Northeast

June 09, 2025

Register Here

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

March 12, 2025

Register Here

The Natural Gas Demand Rocket Preps for Launch

March 13, 2025

Register Here

EIC Investor Conference

May 20, 2025

Register Here