The Daley Note (24)

The Case for Upside from a CHK–SWN Combo

Posted by: East Daley Analytics

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 ...

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17 Jan

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

Posted by: East Daley Analytics

Comments: 0

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

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12 Jan

DJ Basin Crude Recovery is Nearly Complete

Posted by: East Daley Analytics

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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 ...

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11 Jan

Williams Deal Spotlights Value of Gas Storage

Posted by: East Daley Analytics

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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 ...

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10 Jan

Tokyo Gas Expands in Haynesville with $2.7B Rockcliff Purchase

Posted by: East Daley Analytics

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 ...

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9 Jan

New Pipes Set Stage for Eagle Ford Growth

Posted by: East Daley Analytics

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 ...

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5 Jan

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

Posted by: East Daley Analytics

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

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4 Jan

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

Posted by: East Daley Analytics

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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 ...

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3 Jan

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

Posted by: East Daley Analytics

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 ...

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2 Jan

Best of 2023: Why Mountain Valley Pipeline Creates Phantom Takeaway

Posted by: East Daley Analytics

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 ...

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