East Daley Analytics – Dissecting the Energy Value Chain

Posts about Equity

Crown Jewel for Sale: NextEra Selling Stake in Premiere Gas Asset

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XPLR Infrastructure (XIFR; formerly NextEra Energy Partners) continues to seek buyers for its investment in Meade Pipeline Co., the owner of a piece ...
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Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian Gas

Posted by: Zach Krause
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On April 1, Boardwalk Pipelines (BWPL) announced a non-binding open season for Borealis, a 2 Bcf/d expansion of the Texas Gas Transmission (TGT) ...
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Double H Conversion Creates Risk for DJ Oil Pipes

Posted by: Gage Dwan
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Double H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Guernsey hub and on downstream pipelines. The Kinder Morgan ...
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WES Plans Big Investments in Permian Water Infrastructure

Posted by: James Taylor
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Western Midstream (WES) has sanctioned the Pathfinder pipeline as part of a $400-450MM investment in produced-water infrastructure in the Delaware ...
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The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data Centers

Posted by: Zach Krause
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Data centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. Energy Transfer (ET) recently carried ...
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Permian NGL Race Heats Up as MPLX Strikes Deal for BANGL

Posted by: Julian Renton
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MPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from affiliates of WhiteWater and Diamondback Energy. The deal is the next ...
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Pipeline ‘Graveyard’ Could Dampen Steel Tariff Impacts

Posted by: Zach Krause
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President Trump ordered a new 25% tariff on steel imports that could raise costs for some pipeline projects, though East Daley expects the effects ...
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Kinetik’s Durango Deal Pays Off as Rigs Double on System

Posted by: James Taylor
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Kinetik’s (KNTK) recent acquisition of Durango Midstream is paying dividends for the company. Rig counts have more than doubled on the G&P system ...
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The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects

Posted by: Rob Wilson
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ONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement is one East Daley ...
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KMI Reports: What to Watch in 4Q Earnings

Posted by: Zach Krause
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Kinder Morgan (KMI) reported last Wednesday (January 22) and gave midstream investors the first data points of the 4Q24 earnings season. There were a ...
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