East Daley Analytics – Dissecting the Energy Value Chain
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Posts about Equity (2)

26 Sep

Green Shoots for a Gas Basin Turnaround?

Posted by: James Taylor
Comments: 0
While natural gas prices seem stuck near $2/MMBtu, some operators are preparing for better days ahead. Rig counts have been quietly rising of late in ...
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24 Sep

Choked Haynesville Supply Hints at Brighter Year Ahead

Posted by: Alex Gafford
Comments: 0
Haynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to a review by East Daley Analytics ...
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20 Sep

New Projects to Open Bakken NGL Markets

Posted by: Maria Paz Urdaneta
Comments: 0
The Permian and Williston basins are both constrained by inadequate gas pipeline egress. Yet when it comes to managing the associated ethane, that’s ...
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10 Sep

ONEOK the Consolidator (Medallion Edition)

Comments: 0
ONEOK (OKE) has become a big dealmaker in the midstream space, recently closing on $5.9B in acquisitions. Along with GIP’s stake in EnLink Midstream ...
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4 Sep

$3.3B EnLink Deal Moves the Needle for ONEOK

Comments: 0
ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase will move the needle in several ways for the company: ENLC assets will ...
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20 Aug

Pinnacle Deal Lowers Volume Risk for PSX, Sand Hills Pipeline

Comments: 0
While the Permian NGL sector is in expansion mode, Phillips 66 (PSX) is one of the few companies not building new pipeline capacity. The emerging ...
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13 Aug

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

Comments: 0
NGL takeaway capacity is extremely tight right now from the Permian Basin, but that dynamic is about to change. Almost 1.2 MMb/d of pipeline capacity ...
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25 Jul

Cowboy Up: WES Rides Rig Rally in Powder River

Comments: 0
Western Midstream (WES) is riding growing interest in the Powder River Basin thanks to its recently acquired Meritage Midstream assets. Rig counts in ...
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10 Jul

Midstream Takes a Selective Hit from Low Gas Prices

Posted by: Zach Krause
Comments: 0
A run of record natural gas volumes has come to an end for midstream companies, falling victim to low prices and production cuts in 2Q24. East Daley ...
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2 Jul

ET Has Caught Up in the Permian G&P Race

Comments: 0
Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems. Several splashy acquisitions for ...
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