East Daley Analytics – Dissecting the Energy Value Chain
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Posts about Equity (3)

10 Sep

ONEOK the Consolidator (Medallion Edition)

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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

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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

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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

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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

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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
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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

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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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27 Jun

Will Bottlenecks Derail Mountain Valley’s Potential?

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After years of legal struggles, Mountain Valley Pipeline (MVP) finally entered service on June 14 and is currently available for interruptible or ...
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25 Jun

M&A in Permian: A Knife Fight for the NGL Barrel

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In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF) relative to 2019 have ...
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21 Jun

Louisiana Market Hangs in Balance as Williams, ET Litigate LEG Project

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Williams (WMB) has won a legal victory in its fight to build Louisiana Energy Gateway (LEG), a critical pipeline for meeting new LNG demand in 2025. ...
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