East Daley Analytics – Dissecting the Energy Value Chain

Posts about Targa

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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Move Over Tyson-Paul, the Real Warrior is Here

Posted by: Ajay Bakshani
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Energy Transfer (ET) could reach a final investment decision (FID) on the Warrior Pipeline within weeks, management said on the company’s 3Q24 ...
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The Hot Cash-and-Carry Trade in Energy

Posted by: Rob Wilson
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Very low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an incentive for storage operators to buy ...
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Green Shoots for a Gas Basin Turnaround?

Posted by: James Taylor
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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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New Pipelines Shift Permian Volatility Downstream

Posted by: Oren Pilant
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Any day now, a giant gas pipeline led by WhiteWater Midstream is due to start from the Permian Basin. Following Matterhorn Express, the market has ...
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Pipes, Plant Expansions Support Next Permian Growth Phase

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East Daley Analytics sees Permian Basin gas production growing around 1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines coming ...
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Enterprise Buys Pinon Assets, Makes Play for Delaware Sour Gas

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Enterprise Products (EPD) has agreed to purchase sour gas gathering and treating infrastructure from Pinon Midstream for $950MM in cash. The deal ...
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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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Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

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A WhiteWater-backed investor group has reached a final investment decision (FID) on Blackcomb Pipeline, a new 42-inch gas line out of the Permian ...
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Cureton Synergies in Action

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The Williams Companies’ (WMB) Cureton Front Range acquisition in Nov’23 included 260 miles of gas gathering and 60 MMcf/d of gas processing plant ...
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