East Daley Analytics – Dissecting the Energy Value Chain

Posts about Crude (5)

Permian Production Exits 2023 at a Record High

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Crude oil production from the Permian Basin exited 2023 at an all-time high of 6,115 Mb/d, according to East Daley Analytics’ forecast, punctuating a ...
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Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

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Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will impact earnings and, potentially, future options for ...
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Kinder Morgan Results Miss Consensus, 1% above EDA in 4Q

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Kinder Morgan (KMI) reported 4Q23 Adj. EBITDA below Street estimates last week, confirming a forecast by East Daley Analytics for a disappointing ...
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Permian Shrink Continues with $4.5B APA-Callon Deal

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APA Corp. (APA) will acquire Callon Petroleum (CPE) for $4.5B. The deal is likely to result in rig cuts, continuing the consolidation trend underway ...
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DJ Basin Crude Recovery is Nearly Complete

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

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

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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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Best of 2023: ONEOK Joins Midstream Elite with $19B Magellan Purchase

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Best of 2023: The Daley Note: May 23, 2023. Watch out, Enterprise (EPD), Energy Transfer (ET) and Kinder Morgan (KMI). The $18.8B acquisition of ...
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Enbridge Wins Approval for Line 5 Replacement Project

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Michigan regulators have approved an application by Enbridge (ENB) to replace a segment of the Line 5 pipeline running under the Great Lakes, ...
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WTI Prices Fall Despite Low Cushing Storage

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Crude Oil Edge: November 29, 2023
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