East Daley Analytics – Dissecting the Energy Value Chain

Posts about Permian (3)

Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming
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Best of 2024: The Daley Note: October 22, 2024. Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy ...
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Best of 2024: One Simple Trick to Solve ONEOK Contracting Risk

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Best of 2024: The Daley Note: August 27, 2024. ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, the company’s NGL pipeline system in ...
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Best of 2024: Big Ethane Contracts Scramble the NGL Outlook

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Best of 2024: The Daley Note: May 9, 2024. It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench ...
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Best of 2024: Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

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Best of 2024: The Daley Note: August 7, 2024. A WhiteWater-backed investor group has reached a final investment decision (FID) on Blackcomb Pipeline, ...
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The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

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Best of 2024: The Daley Note: October 30, 2024. Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will ...
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ET Pipe FID Delivers Risk of a Permian Overbuild

Posted by: Ajay Bakshani
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Santa came early for the Permian industry as Energy Transfer (ET) will move forward with the $2.7B Hugh Brinson Pipeline (formerly the Warrior ...
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More Permian Barrels Find a Home in Cushing

Posted by: Gage Dwan
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Crude flows are shifting to the Cushing hub thanks to changes in several basins serving the Oklahoma storage complex. The upshot is more demand for ...
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Make Way for Matterhorn: Ramp at Katy Creates Intrastate Rivals

Posted by: Ian Heming
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A fast ramp by Matterhorn Express Pipeline appears to backing out natural gas supply from several intrastate pipelines at the Katy hub, confirming a ...
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ONEOK Reaches $4.3B Deal to Complete EnLink Merger

Posted by: Ajay Bakshani
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ONEOK (OKE) will fully merge with EnLink Midstream (ENLC) after reaching an agreement to acquire the rest of ENLC’s public units for $4.3B. The ...
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Coterra Rides Permian Consolidation Wave

Posted by: James Taylor
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Coterra Energy (CTRA) is expanding its foothold in the northern Delaware Basin, acquiring assets of Franklin Mountain Energy and Avant Natural ...
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